Insurance Service Associate

Summary

Work collaboratively as a supportive member of a team for the benefit of the clients (external and internal) and company personnel. Maintain rapport and open, effective communication. Demonstrate strong organizational and project skills. Demonstrate high levels of interest, energy, and enthusiasm to meet or exceed clients' expectations. Act with responsiveness, urgency, and professionalism in all matters. Accept accountability for the quality and accuracy of work produced.

The following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.

• Complete customer data entry according to procedures.
• Managing inventory levels of office supplies, overseeing the ordering process, receiving deliveries, and organizing storage areas.
• Process endorsements, audits, execute bonds, bond documents, bond checks and certificates.
• Invoice premiums related to clients.
• Open, distribute, scan and route mail.
• Assist in planning office events and meetings.
• Show proficiency in utilizing resources and software to generate reports and/or other requested information.
• Complete routinely daily, weekly, and monthly reports, as assigned.
• Retrieve information from carrier web-sites, as required, and keep our Client Management system, appropriately updated.
• Support service and production team in reaching overall agency revenue and retention goals.
• Maintains up to date knowledge of: departmental systems, related technology, and policies and procedures.
• Perform other duties, as assigned.

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.

Marsh McLennan and its affiliates are EOE Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers.