Job Description

This position prepares individuals to progress into the Insurance Associate position with potential ongoing advancement into the Client Administrator, Client Manager and Client Service Executive positions.

Essential Duties & Responsibilities

• Respond to departmental requests for administrative assistance with the following:
• Create Word documents and Excel spreadsheets.
• Provide clerical assistance with copying, mass mailings, assembling binders and scanning files as needed.
• Daily Download Department mail from Insurance Carrier Websites.
• Sort, scan and distribute 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 insurance carrier’s requirements.
• Follow up with insurance carrier or wholesaler until loss run is received and filed in electronic filing system.
• Inform Client Administrator/ Client 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.
• Enrollment in insurance licensing school and passing the Property & Casualty licensing test is required for advancement.

Education and/or Experience

Trainees serve a large group of people. They need to be engaged, positive and approachable by everyone. They must interact effectively with widely diverse personalities. In addition, the following is required:

• A bachelor’s degree or ability to receive the degree within two to three months, or 1-3 years of experience performing in a professional administrative or customer service capacity is required.
• Proficient with Microsoft Office software (Word, Excel, and Outlook).
• Demonstrated ability to prioritize tasks, and set and achieve goals.
• Demonstrated ability to think logically in solving problems assigned and present results neatly, with clarity and precision in oral and written form.
• Attention to detail and an appreciation for a job well done.

The applicable hourly rate range for this role is $17.52 to $33.65. The hourly rate offered will be determined on factors such as experience, skills, training, location, certifications, and education.

We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. Marsh & McLennan Agency offers competitive salaries and comprehensive benefits and programs including: health and welfare, tuition assistance, 401K, employee assistance program, domestic partnership benefits, career mobility, employee network groups, volunteer opportunities, and other programs. For more information about our company, please visit us at:

Job Tags

Similar Jobs