Insurance Service Associate

ООО «ХАГЕМАЕР ГРУПП»; Birmingham (AL); On-site; USD 36,000 - 48,000; Full time

Benefits offered by this job

Health benefits

401K plan

Tuition assistance

Employee assistance programs

Job summary

McGriff Insurance Broker is seeking an organized administrative professional to join our team in Birmingham. You will perform data entry, manage office supply inventories, prepare bond-related documents, and handle mail routing while supporting planning and reporting tasks.

Ideal candidates have strong Microsoft Office skills, 1–2 years in surety, and the ability to generate reports and maintain client management records. This on-site role offers competitive benefits and opportunities for growth.

Qualifications

• High school diploma or equivalent.
• 1–2 years of surety experience preferred but not required.
• Property & Casualty license not required until after hired.
• Strong organizational skills.
• Proficiency in basic computer applications such as Microsoft Office software.

Responsibilities

• Complete customer data entry according to procedures.
• Managing inventory levels of office supplies, overseeing the ordering process, receiving deliveries, and organizing storage areas.
• Process endorsements, audits, execute bonds, bond documents, bond checks and certificates.
• Invoice premiums related to clients.
• Open, distribute, scan and route mail.
• Assist in planning office events and meetings.
• Show proficiency in utilizing resources and software to generate reports and/or other requested information.
• Complete routinely daily, weekly, and monthly reports, as assigned.
• Retrieve information from carrier web-sites, as required, and keep our Client Management system, appropriately updated.
• Support service and production team in reaching overall agency revenue and retention goals.
• Maintains up to date knowledge of: departmental systems, related technology, and policies and procedures.
• Perform other duties, as assigned.

Skills

Data entry

Inventory management

Bond processing

Invoicing

Mail handling

Event planning

Reporting

Client management system

Team support

Office software

Education

High school diploma or equivalent

Tools

Microsoft Office

Job description

Summary:Work collaboratively as a supportive member of a team for the benefit of the clients (external and internal) and company personnel. Maintain rapport and open, effective communication. Demonstrate strong organizational and project skills. Demonstrate high levels of interest, energy, and enthusiasm to meet or exceed clients' expectations. Act with responsiveness, urgency, and professionalism in all matters. Accept accountability for the quality and accuracy of work produced.

Essential Duties and Responsibilities

• Complete customer data entry according to procedures.


• Managing inventory levels of office supplies, overseeing the ordering process, receiving deliveries, and organizing storage areas.


• Process endorsements, audits, execute bonds, bond documents, bond checks and certificates.


• Invoice premiums related to clients.


• Open, distribute, scan and route mail.


• Assist in planning office events and meetings


• Show proficiency in utilizing resources and software to generate reports and/or other requested information.


• Complete routinely daily, weekly, and monthly reports, as assigned.


• Retrieve information from carrier web-sites, as required, and keep our Client Management system, appropriately updated.


• Support service and production team in reaching overall agency revenue and retention goals.


• Maintains up to date knowledge of: departmental systems, related technology, and policies and procedures.


• Perform other duties, as assigned.

Qualifications

• 1. High school graduate or equivalent 2. 1-2 years of surety experience preferred but not required. 3. Property & Casualty license not required until after hired. 4. Strong organizational skills/5. Demonstrated proficiency in basic computer applications such as Microsoft Office software products

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.

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

McGriff Insurance Broker | McGriffMcGriff specializes in business and personal insurance, employee benefit solutions, risk management services, specialized industry expertise and more.