Client Service Associate – Business Insurance

Marsh; San Diego (CA); On-site; USD 36,000 - 66,000; Full time

Benefits offered by this job

Health and welfare benefits

Tuition assistance

401K retirement programs

Employee assistance programs

Job summary

Marsh seeks a trainee to progress into Insurance Associate roles, with eventual advancement to Client Administrator, Client Manager, and Client Executive positions. Trainees work on mail or loss run desks under supervision, rotating tasks to build department familiarity.

Responsibilities include creating Word/Excel documents, maintaining eMMA files, Sagitta client shells, and processing loss runs. Base salary ranges from $35,600 to $66,200 with performance incentives and a full rewards package.

Qualifications

• Creates Word documents and Excel spreadsheets.
• Maintains files and records in eMMA.
• Sets up client shells in Sagitta.
• Handles clerical tasks including copying, faxing, mailings and scanning.
• Processes loss run reports and requests loss runs as needed.

Responsibilities

• Respond to departmental requests for administrative assistance.
• Organize and prepare documents and filings.
• Coordinate with carriers and wholesalers on loss runs and documentation.
• Support training activities and rotation of duties to develop department familiarity.

Skills

Word processing

Excel

Filing

Scanning

Education

AIS or AINS designation course

Tools

Sagitta

eMMA

ImageRight

Job description

Summary

This position prepares individuals to progress into the Insurance Associate position with potential ongoing advancement in to the 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 & Responsibilities

As 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.

MMAwest

MMABI

LI-DNI

The applicable base salary range for this role is $35,600 to $66,200.

The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. 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.