INSURANCE ASSISTANT

DEPARTMENT: BUSINESS INSURANCE   STATUS: NON-EXEMPT

SUMMARY:

As an Insurance Assistant on the Leadbetter team, you’ll assist with daily tasks and specific project activities supporting Client Management roles. The job requires knowledge and familiarity of processes and procedures of file maintenance and client deliverables.

Here’s what to expect on a typical day:

Mail:

Process mail for coding and individual assignment based on the client teamMail monthly installment invoices or statements to clients

Policies:

Monitor department tasks for complete processing of checked policiesMaintain policy recordsData entry at the policy levelPrepare policy to be checked by:Confirming all necessary documents are in the fileCreating policy checking request formSend policy check taskWhen checked policy is returned, if there are no errors, process the policy to the client ORIf errors, process policy to client once CM has addressed the errors and requested appropriate changes.

Endorsements including Audits:

Review endorsements for accuracy. If correct, send to client with explanatory email. If there are errors, process request for correction.If endorsement has a return premium, request a check from accounting. Follow up with accounting for check if not received in a timely manner.Follow up with carriers/wholesalers for completion of endorsementsBill as necessary within agency defined timeline as outlined in procedures

Certificates:

Complete daily certificate requestsDate off holder list according to procedureCollate certificate for distribution

Sagitta:

Add and maintain prospects and clientsUpdate policy data

Issue auto ID cardsCreate Acord formsCreate schedules of insurance as requestedHandle special projects as requestedLoss runs and loss summary by request

With more experience:

Assist in the processing of final auditsBecome proficient in the use of technology systems, software and tools such as ImageRight and SagittaEstablish and maintain positive and effective working relations with other associates and clients.

EDUCATION AND/OR EXPERIENCE:

A high school diploma and 1-2 years insurance related experience or professional office experience.Obtain and maintain a valid Alaska Business Insurance License.Obtain a Surplus Lines License in the first 2 yearsAchieve an AINS or INS Designation as well as have willingness to pursue continuing education in the form of insurance designations and professional development training.Must be proficient in 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.Strong oral and written communication skills and the ability to work with all levels of staff.Strong customer service orientation (internal customer focus).

VALUABLE BENEFITS:

We value and respect the impact our colleagues make every day both inside and outside our organization. We’ve built a culture that promotes colleague well-being through robust benefit programs and resources, encourages professional and personal development, and celebrates opportunities to pursue the projects and causes that give colleagues fulfilment outside of work.  

Some benefits included in this role are:

Generous time off, including personal and volunteeringTuition reimbursement and professional development opportunitiesCharitable contribution match programsStock purchase opportunities

To learn more about a career at MMA, check us out online: http://marshmma.com/careers or flip through our recruiting brochure: https://bit.ly/3Qpcjmw

Follow us on social media to meet our colleagues and see what makes us tick:

https://www.instagram.com/lifeatmma/https://www.facebook.com/LifeatMMAhttps://twitter.com/LifeatMMAhttps://www.linkedin.com/company/marsh-mclennan-agency/

Who you are is who we are.

We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. We are always seeking those with ethics, talent, and ambition who are interested in joining our client-focused teams.

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