Client Service Associate - Business Insurance

Marsh•San Diego, CA

1d•$35,600 - $66,200•Onsite

About The Position

This position prepares individuals to progress into the Insurance Associate position with potential ongoing advancement in to the Client Administrator, Client Manager and Client Executive positions, each building on the previous positions skills. Trainees typically work independently on either the mail desk or the loss run desk. Trainees are under close supervision and performance is monitored to determine qualification for advancement as opportunities arise. As a training position, there are similarities between trainees’ day-to-day tasks. However, individual duties and projects are assigned and rotated to develop familiarity with the department, its functions, and associates.

Requirements

Must be able to create Word documents and Excel spreadsheets.
Must be able to assist in maintaining files and records in eMMA.
Must be able to set up client shells in Sagitta.
Must be able to provide clerical assistance with copying, faxing, mass mailings, assembling binders and scanning files as needed.
Must be able to download department mail from insurance carrier websites.
Must be able to sort, scan and distribute mail and communications daily.
Must be able to process loss run reports.
Must be able to request loss runs based on monthly reports and in accordance with the carrier’s requirements.
Must be able to follow up with the carrier or wholesaler until loss run is received and filed in electronic filing system.
Must be able to inform Client Administrator/ Manager if the loss run will be delayed.
Must be able to process rush requests as needed.
Must be able to establish and maintain effective working relations with other associates.
Must be able to identify needs and competencies to be acquired for advancement, and make use of appropriate training opportunities.
Must be able to communicate system or process related problems to supervisor.
Must be able to plan ahead and problem solve - anticipate, report, and help resolve problems that may occur.
Must start learning coverages by reading Kaplan books and attending coverage training classes when offered.
Must enroll in AIS or AINS designation course.
Must enroll in insurance licensing school and pass the Property & Casualty licensing test for advancement.

Responsibilities

Respond to departmental requests for administrative assistance.
Create Word documents and Excel spreadsheets.
Assist in maintaining files and records in eMMA.
Set up client shells in Sagitta.
Provide clerical assistance with copying, faxing, mass mailings, assembling binders and scanning files as needed.
Daily Download Department mail from Insurance Carrier Websites.
Sort, scan and distribute via ImageRight Tasks 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 carrier’s requirements.
Follow up with the carrier or wholesaler until loss run is received and filed in electronic filing system.
Inform Client Administrator/ 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.
Enroll in AIS or AINS designation course.
Enrollment in insurance licensing school and passing the Property & Casualty licensing test is required for advancement.