Insurance Associate

Marsh McLennan Agency; Aliso Viejo (CA); On-site; USD 41,000 - 77,000; Full time

Job summary

Marsh McLennan Agency in California seeks an experienced support professional to assist Client Administrators and Client Managers in servicing Property & Casualty accounts. The role handles mail, policy checking, endorsements, and certificate processing to ensure accurate, timely service for clients.

The candidate should have a bachelor’s degree (or near completion), a CA Fire & Casualty license, and ongoing pursuit of professional designations, with strong Microsoft Office skills and attention

Qualifications

• Bachelor's degree (or ability to obtain within two to three months) and 1–2 years of Property & Casualty industry experience.
• Valid, unrestricted California Fire & Casualty Solicitors License.
• AAI, AINS or INS designation or willingness to pursue.
• Proficient with Microsoft Office (Word, Excel, Outlook).
• High attention to detail with ability to manage multiple tasks and changing priorities.

Responsibilities

• Provide support to Client Administrators and Client Managers across all lines of Business Insurance according to procedures.
• Process mail, including mailing monthly installment invoices to clients.
• Prepare policies for policy checking and route to policy checkers; process policy to client or pending review if errors exist.
• Review endorsements for accuracy and coordinate with accounting for return premium checks if needed.
• Issue Auto ID Cards, create applications, and manage setup of iPads and schedules of insurance as requested.

Skills

Attention to detail

Microsoft Office

Property & Casualty experience

Education

Bachelor's degree

CA Fire & Casualty Solicitors License

AAI/AINS/INS designation

Tools

ImageRight

Sagitta

Job description

Provide support for Client Administrators and Client Managers in servicing all lines of Business Insurance in accordance with departmental objectives and procedures.

• 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
• Prepare policy for policy checking by:
• Confirming all necessary documents are in file
• 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.
• 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.
• File and Prepare for CA/CM. Update task to note policy with cancellation date.
• Certificates:
• Complete daily cert requests
• Date off holders
• 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.

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The applicable base salary range for this role is $41,200 to $76,800.

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.