Client Service Associate - Business Insurance

Marsh McLennan•San Diego, CA

2d•$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

Ability to create Word documents and Excel spreadsheets.
Ability to maintain files and records in eMMA.
Ability to set up client shells in Sagitta.
Ability to provide clerical assistance with copying, faxing, mass mailings, assembling binders and scanning files.
Ability to download department mail from insurance carrier websites.
Ability to sort, scan, and distribute mail and communications via ImageRight Tasks.
Ability to process loss run reports.
Ability to request loss runs based on monthly reports and in accordance with carrier requirements.
Ability to follow up with carriers or wholesalers until loss run is received and filed.
Ability to inform Client Administrator/Manager of loss run delays.
Ability to process rush requests.
Ability to establish and maintain effective working relations with other associates.
Ability to identify needs and competencies for advancement.
Ability to communicate system or process related problems to supervisor.
Ability to plan ahead and problem solve.
Enrollment in AIS or AINS designation course.
Enrollment in insurance licensing school and passing the Property & Casualty licensing test is required for advancement.

Nice To Haves

Reading Kaplan books
Attending coverage training classes when offered

Responsibilities

Respond to departmental requests for administrative assistance with the following:
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.
Enrollment in AIS or AINS designation course.
If potential for advancement is recognized by supervisor, enrollment in insurance licensing school and passing the Property & Casualty licensing test is required for advancement.