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Business Development Assistant
2 months ago
We are seeking a highly organized and detail-oriented Business Development Assistant to join our team at Marsh McLennan Agency. As a key member of our operations team, you will play a critical role in supporting our account managers and ensuring the smooth delivery of our services to our clients.
Key Responsibilities- Assist with the preparation and maintenance of client documents, including Word documents and Excel spreadsheets.
- Correspond with clients and companies to gather information and resolve issues.
- Perform basic file maintenance and data entry tasks.
- Enter new business applications and process change requests to the carrier.
- Issue certificates of insurance and evidence of property forms.
- Process incoming requests for additional information from the carriers.
- Prepare renewal kits and forward to clients for updated information.
- Prepare and assist with renewal summaries and proposals.
- Assist with loss run requests and set up insured's policy booklet.
- Previous business insurance experience is a plus.
- Excellent organizational skills and attention to detail.
- Good communication and customer service skills.
- Able to research and analyze problems independently.
- Proficient with Microsoft Office products, including Word and Excel.
- Reliable and punctual.
- A competitive salary and benefits package.
- Opportunities for career growth and professional development.
- A dynamic and supportive work environment.
- A comprehensive benefits package, including medical, dental, and vision insurance.
- A 401(k) plan with company match.
- Generous paid time off programs.
- Employee assistance program (EAP).
- Volunteer paid time off (VTO).