Business Insurance Service Trainee
7 days ago
This position prepares individuals to progress into the Insurance Associate position with potential ongoing advancement into the Insurance Associate, Client Administrator, Client Manager and Client Executive positions, each building on the previous positions skills. Trainees typically work independently on either the mail desk or the loss run desk. Trainees are under close supervision and performance is monitored to determine qualification for advancement as opportunities arise.
Essential Duties & ResponsibilitiesAs a training position, there are similarities between trainees' day-to-day tasks. However, individual duties and projects are assigned and rotated to develop familiarity with the department, its functions, and associates.
- Respond to departmental requests for administrative assistance with the following:
- Create Word documents and Excel spreadsheets.
- Assist in maintaining files and records in eMMA.
- Set up client shells in Sagitta.
- Provide clerical assistance with copying, faxing, mass mailings, assembling binders and scanning files as needed.
- Daily Download Department mail from Insurance Carrier Websites.
- Sort, scan and distribute via ImageRight Tasks mail and communications daily.
- Handle special projects as assigned.
- Process Loss Run reports.
- Request loss runs based on monthly reports and in accordance with the carrier's requirements.
- Follow up with the carrier or wholesaler until loss run is received and filed in electronic filing system.
- Inform Client Administrator/ Manager if the loss run will be delayed.
- Process Rush requests as needed.
- Establish and maintain effective working relations with other associates.
- Identify needs and competencies to be acquired for advancement, and make use of appropriate training opportunities.
- Communicate system or process related problems to supervisor.
- Plan ahead and problem solve - anticipate, report, and help resolve problems that may occur. Start learning coverages by reading Kaplan books and attending coverage training classes when offered.
- Enrollment in AIS or AINS designation course.
- If potential for advancement is recognized by supervisor, enrollment in insurance licensing school and passing the Property & Casualty licensing test is required for advancement.
Trainees serve a large group of people. They need to be engaged, positive and approachable by everyone. They must interact effectively with widely diverse personalities. In addition, the following is required:
- A bachelor's degree or ability to receive the degree within two to three months, or 1-3 years of experience performing in a professional administrative or customer service capacity is required.
- Proficient with Microsoft Office software (Word, Excel, and Outlook).
- Successful work history demonstrating reliability and a positive attitude.
- Demonstrated ability to prioritize tasks, and set and achieve goals.
- Demonstrated ability to think logically in solving problems assigned and present results neatly, with clarity and precision in oral and written form.
- Attention to detail and an appreciation for a job well done.
- Ability to use computer keyboard and sit in a stationary position for extended periods as well as use office machinery such as fax and copy machines, and telephones.
- Work is performed in a typical interior/office work environment.
We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs. The applicable hourly rate range for this role is $17.52 to $32.60. The hourly rate offered will be determined on factors such as experience, skills, training, location, certifications, and education. Decisions will be determined on a case-by-case basis. We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. Marsh & McLennan Agency offers competitive salaries and comprehensive benefits and programs including: health and welfare, tuition assistance, 401K, employee assistance program, domestic partnership benefits, career mobility, employee network groups, volunteer opportunities, and other programs. For more information about our company, please visit us at: #LI-DNI #MMABI
-
Business Insurance Service Trainee
3 weeks ago
Aliso Viejo, California, United States Marsh LLC Full timeJob SummaryThis role is designed for individuals who want to progress into the Insurance Associate position and potentially advance to higher roles within the company. As a Business Insurance Service Trainee, you will work independently on tasks such as mail processing and loss run reports, while being closely supervised and monitored for performance.Key...
-
Business Insurance Service Trainee
3 weeks ago
Aliso Viejo, California, United States Marsh LLC Full timeJob SummaryThis role is designed to prepare individuals for advancement into the Insurance Associate position, with potential ongoing progression into higher-level positions. Trainees will work independently on various tasks, including administrative assistance, client shell setup, and loss run processing.Key ResponsibilitiesProvide administrative support to...
-
Business Insurance Service Trainee
2 weeks ago
Aliso Viejo, California, United States Marsh LLC Full timeJob SummaryThis role is designed to prepare individuals for advancement into the Insurance Associate position, with potential ongoing progression into higher-level positions. Trainees will work independently on various tasks, including administrative assistance, client shell setup, and loss run processing.Key ResponsibilitiesProvide administrative support to...
-
Business Insurance Service Trainee
4 weeks ago
Aliso Viejo, California, United States Marsh & McLennan Companies Full timeJob SummaryThis entry-level position is designed to prepare individuals for a career in business insurance. As a trainee, you will work closely with experienced professionals to develop the skills and knowledge necessary to succeed in this field.Key ResponsibilitiesAssist in maintaining files and records in electronic management systemsSet up client accounts...
-
Automotive Technician Trainee
4 weeks ago
Aliso Viejo, California, United States Big Brand Tire & Service Full timeJob SummaryBig Brand Tire & Service is seeking a highly motivated and detail-oriented Automotive Technician Trainee to join our team. As a key member of our team, you will be responsible for performing basic preventive maintenance, repairing tires, and providing exceptional customer service.Key ResponsibilitiesPerform Basic Preventive Maintenance: Work as a...
-
Commercial Insurance Account Manager
2 days ago
Aliso Viejo, California, United States Insurance Office of America Full timeJob SummaryWe are seeking a highly skilled and experienced Commercial Insurance Account Executive to join our team at Insurance Office of America. As a key member of our account management team, you will be responsible for the strategic coordination and execution of client marketing, servicing, risk management, and sales activities.Key...
-
Commercial Insurance Account Manager
5 days ago
Aliso Viejo, California, United States Insurance Office of America Full timeJob SummaryWe are seeking a highly skilled and experienced Commercial Insurance Account Executive to join our team at Insurance Office of America. As a key member of our account management team, you will be responsible for the strategic coordination and execution of client marketing, servicing, risk management, and sales activities.Key...
-
Commercial Insurance Account Manager
2 days ago
Aliso Viejo, California, United States Insurance Office of America Full timeJob SummaryWe are seeking a highly skilled and experienced Commercial Insurance Account Manager to join our team at Insurance Office of America. As a key member of our account management team, you will be responsible for the strategic coordination and execution of client marketing, servicing, risk management, and sales activities, following established...
-
Commercial Insurance Account Manager
4 weeks ago
Aliso Viejo, California, United States Insurance Office of America Full timeJob SummaryWe are seeking a highly skilled and experienced Commercial Insurance Account Manager to join our team at Insurance Office of America. As a key member of our account management team, you will be responsible for the strategic coordination and execution of client marketing, servicing, risk management, and sales activities, following established...
-
Insurance Client Service Manager
5 days ago
Aliso Viejo, California, United States Marsh McLennan Agency Full timeJob Title: Insurance Client Service ManagerAt Marsh McLennan Agency, we are seeking a highly skilled Insurance Client Service Manager to join our team. As a key member of our client service team, you will be responsible for providing exceptional service to our clients, ensuring their needs are met, and exceeding their expectations.Key...
-
Insurance Program Manager
4 weeks ago
Aliso Viejo, California, United States Marsh & McLennan Companies Full timeJob SummaryWe are seeking a highly skilled Insurance Program Manager to join our team at Marsh & McLennan Companies. As a key member of our team, you will be responsible for designing and implementing insurance programs for our clients, as well as providing exceptional customer service and support.Key ResponsibilitiesInsurance Program Design and...
-
Insurance Program Manager
3 weeks ago
Aliso Viejo, California, United States Marsh & McLennan Companies Full timeJob SummaryWe are seeking a highly skilled and experienced Client Manager to join our team at Marsh McLennan Agency. As a Client Manager, you will be responsible for handling accounts, designing insurance programs, marketing accounts to insurance carriers, proposing renewal terms to clients, and interacting with clients on their day-to-day service needs.Key...
-
Insurance Program Manager
4 weeks ago
Aliso Viejo, California, United States Marsh & McLennan Companies Full timeJob SummaryWe are seeking a highly skilled Insurance Program Manager to join our team at Marsh & McLennan Companies. As a key member of our team, you will be responsible for designing and implementing insurance programs for our clients, as well as providing exceptional customer service and support.Key ResponsibilitiesInsurance Program Design and...
-
Amusement Manager Trainee
2 weeks ago
Mission Viejo, California, United States Simon Property Group Full timeJob Title: Amusement Manager TraineeWe are seeking a highly motivated and detail-oriented Amusement Manager Trainee to join our team at Simon Property Group. As an Amusement Manager Trainee, you will be responsible for gaining experience and knowledge in the field of amusement management, with the goal of becoming a capable manager in the future.Key...
-
Insurance Account Manager
5 days ago
Aliso Viejo, California, United States Marsh McLennan Agency Full timeJob Title: Insurance Account ManagerJoin Marsh McLennan Agency as an Insurance Account Manager and take on a challenging role that requires advanced technical skills and excellent communication abilities. As a key member of our team, you will provide exceptional service to our clients, working closely with Account Executives to deliver high-quality...
-
Shift Supervisor Trainee
1 week ago
Mission Viejo, California, United States CVS Health Full timeJob SummaryCVS Health is seeking a Shift Supervisor Trainee to join our team. As a Shift Supervisor Trainee, you will be responsible for assisting with the management of store operations, including supervising store staff, managing inventory, and maintaining a high level of customer service.Key ResponsibilitiesAssist with the management of store operations,...
-
Mechanic Trainee
2 weeks ago
Aliso Viejo, California, United States Big Brand Tire Full timeJob SummaryWe are seeking a skilled and motivated Mechanic Apprentice to join our team at Big Brand Tire & Service. As a key member of our team, you will be responsible for performing basic preventive maintenance, repairing tires, and providing exceptional customer service.Key ResponsibilitiesWork collaboratively with our team to perform routine maintenance...
-
Account Manager
1 week ago
Aliso Viejo, California, United States Marsh McLennan Agency Full timeJob SummaryThe Account Manager will provide advanced technical support to Account Executive, working in conjunction with other team members to perform duties for existing clients. In addition, the Account Manager may occasionally perform in the capacity of a Account Executive for specifically assigned accounts preparing for and providing renewal and new...
-
Strategic Business Development Representative
4 weeks ago
Aliso Viejo, California, United States APG Search Corp Full timeAbout the Role:We are seeking a seasoned, senior-level business development professional to join our team at APG Search Corp. As a Strategic Business Development Representative, you will be responsible for developing relationships with large light industrial temp staffing accounts and leveraging your existing relationships to champion our innovative staffing...
-
Insurance Sales Professional
5 days ago
Aliso Viejo, California, United States Marsh McLennan Agency Full timeJob SummaryThis role is designed to prepare individuals for advancement to the Client Executive Sales position. As a Sales Associate, you will work in various settings, both independently and as part of a team, to develop existing client relationships and identify new business opportunities.Key ResponsibilitiesDevelop and maintain relationships with clients...