Insurance Services Specialist - Client Focused

Marsh McLennan Agency; Birmingham (AL); On-site; USD 32,000 - 46,000; Full time

Benefits offered by this job

Health benefits

Tuition assistance

401K

Employee assistance programs

Job summary

Marsh McLennan Agency in Birmingham, AL, is seeking an organized office support specialist to assist the service and production teams, manage data entry, filing, and reporting, and help maintain client and carrier information.

You will handle inventory of office supplies, process endorsements and certificates, and support planning meetings, while demonstrating proactive communication and a focus on accuracy and timely delivery.

Qualifications

• High school diploma or equivalent required or better.
• 1–2 years of surety experience preferred but not required.
• Property & Casualty license not required until after hired.
• Strong organizational and data entry abilities.
• Proficient in Microsoft Office applications.

Responsibilities

• Complete customer data entry according to procedures.
• Manage inventory levels of office supplies and ordering.
• Process endorsements, audits, execute bonds and certificates.
• Invoice premiums related to clients.
• Open, distribute, scan and route mail.
• Assist in planning office events and meetings.
• Generate reports using available resources and software.
• Complete daily, weekly and monthly reports as assigned.
• Retrieve information from carrier websites and update Client Management system.
• Support service and production teams to meet revenue and retention goals.
• Maintain up-to-date knowledge of systems, tech, and policies.
• Perform other duties, as assigned.

Skills

Organizational skills

Data entry

Microsoft Office

Communication skills

Education

High school diploma or equivalent

Tools

Client Management System

Carrier websites

Job description

Marsh McLennan Agency in Birmingham, AL, is seeking an organized office support specialist to assist the service and production teams, manage data entry, filing, and reporting, and help maintain client and carrier information.

You will handle inventory of office supplies, process endorsements and certificates, and support planning meetings, while demonstrating proactive communication and a focus on accuracy and timely delivery.