Client Analyst - Commercial Lines

Marsh McLennan • Scottsdale, AZ

2d

About The Position

The Client Analyst position prepares individuals for a career in client service through a structured program designed to educate and prepare self-motivated individuals for a career at Marsh McLennan Agency. Participants receive training from experienced insurance professionals and mentorship to support their professional growth and success. The role provides administrative and clerical support to the department, assists with maintaining client files and records, and processes insurance-related mail and loss run reports. The program also includes professional development through an AIS or AINS designation course and obtaining a Property & Casualty Producers license.

Requirements

• Ability to obtain an Arizona Property & Casualty Producer License within 90 days of hire.
• Proficiency in Microsoft Excel and working knowledge of Word, Outlook, and PowerPoint.
• At least 1 year of experience in an office or customer service environment.
• Ability to communicate effectively, both verbally and in writing, with internal and external parties.
• Excellent time management, organizational, and multitasking skills, with high attention to detail.
• Ability to build and maintain effective relationships with carriers, peers, and clients.
• Ability to work independently and in cross-functional teams.

Responsibilities

• Respond to departmental requests for administrative assistance.
• Maintain files and records in eMMA and set up client shells in Sagitta.
• Provide clerical assistance, including copying, faxing, mass mailings, assembling binders, and scanning files.
• Download department mail from insurance carrier websites daily.
• Sort, scan, and distribute mail and communications daily via ImageRight Tasks.
• Process Loss Run reports.
• Request loss runs based on monthly reports and carrier requirements.
• Follow up with carriers or wholesalers until loss runs are received and filed electronically.
• Inform the Client Administrator or Manager if a loss run will be delayed.
• Establish and maintain effective working relationships with other associates.
• Develop familiarity with the department, its functions, and associates.
• Identify development needs and competencies for advancement and use appropriate training opportunities.
• Communicate system- or process-related problems to a supervisor.
• Enroll in an AIS or AINS designation course.
• Earn a P&C Producers license upon completion of the program.
• Perform other duties as assigned.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed