Insurance Associate at MMC in Walnut Creek, California

Job Description:

TheInsurance Associateposition prepares individuals for a career in client service. Our structured program is designed to educate and prepare self-motivated individuals for a rewarding career at Lovitt & Touché. You will be trained by the industry elite and be mentored by seasoned insurance professionals who invest time and resources into your professional growth and success.



Principal Duties And Responsibilities

• Respond to departmental requests for administrative assistance


• Assist in maintaining files and records in eMMA and set up client shells in Sagitta


• Provide clerical assistance with copying, faxing, mass mailings, assembling binders and scanning files as needed


• Download department mail from insurance carrier websites daily


• Sort, scan and distribute via ImageRight Tasks mail and communications daily


• 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


• Establish and maintain effective working relations with other associates


• Develop familiarity with the department, its functions, and 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


• Enroll in an AIS or AINS designation course


• Earn a P&C Producers license upon completion of the program


• Other duties as assigned

Knowledge, Skills And Abilities



Required:

• High School Diploma or GED


• Proficiency in Microsoft Excel and working knowledge in Word, Outlook and PowerPoint


• 1+ years in office or customer service environment


• Ability to effectively communicate, both written and verbally, with internal and external parties


• Excellent time management, organizational and multi-tasking skills with high attention to detail


• Ability to build and maintain effective relationships with carriers, peers and clients


• Ability to work independently and in cross-functional teams

Working Environment

• Work is performed indoors in a climate controlled office environment


• General technology as it relates to office administration


• Regular business hours with additional hours required during certain periods

The applicable base salary range for this role is $46,000 to $67,000. The base pay 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. In addition to the base salary, this position may be eligible for performance-based incentives. 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.


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: http://marshmma.com/careers.


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