Insurance Associate
Company: Marsh and McLennan
Location: San Diego
Posted on: June 25, 2022
Job Description:
Department: - Business InsuranceStatus: - -
Non-ExemptSummaryProvide support for Client Administrators and
Client Managers in servicing all lines of Business Insurance
insurance in accordance with departmental objectives and
procedures.Essential Duties & Responsibilities
- Assist Client Administrators and Managers in providing service
to accounts as additional experience, knowledge and familiarity
with processes and procedures of file maintenance and day-to-day
tasks is achieved.
- Mail:
- Process New Mail
- Mail monthly installment invoices to clients
- Policies:
- Prepare policy for policy checking by:
- Confirming all necessary documents are in file
- Creating policy checking request form.
- Sending task to policy checkers
- When checked policy is returned, if no errors, process the
policy to the client.
- If errors, process policy to client once CA/CM has addressed
the errors or requested that the policy be sent pending review.
-
- Endorsements:
- Review endorsements for accuracy. - If correct, send to client
with explanatory email. - If errors, process request for
correction.
- If endorsement has return premium request check from
accounting. - Follow-up with accounting for check if not received
in a timely manner.
- Follow-up with Carriers/Wholesalers for completion of
endorsements.
- Bill as necessary within agency defined timeline as outlined in
procedures.
- Cancellations/Reinstatements
- File and Prepare for CA/CM. - Update task to note policy with
cancellation date.
- Certificates:
- Complete daily cert requests
- Date off holders
- Sagitta:
- Add New Prospects and Clients
- Update policy data
- Issue Auto ID Cards
- Create Applications
- Manage the set up and use of the teams iPads.
- Create Schedules of Insurance as requested
- Handle Special Projects as requested.
- With more experience, assist in the processing of Final Audits.
- Become proficient in the use of technology systems, software
and tools such as ImageRight, and Sagitta.
- Establish and maintain positive and effective working relations
with other Associates and clients.Education and/or Experience
- A bachelor's degree or ability to receive the degree within two
to three months, or a minimum of 1-2 years industry Property &
Casualty experience showing increasing responsibility directly
related to the performance of the above duties is required.
- Obtain and maintain a valid, unrestricted California Fire &
Casualty Solicitors License.
- Achieve an AAI, AINS or INS designation as well as have
willingness to pursue continuing education in the form of insurance
designations and professional development training.
- Proficient with Microsoft Office software (Word, Excel, and
Outlook).
- Must maintain a high attention to detail when working at a
varying pace and managing multiple tasks with adjusting priorities.
-Work Environment & Physical Demands
- 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 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: . -
Keywords: Marsh and McLennan, San Diego , Insurance Associate, Other , San Diego, California
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