Insurance Associate

Marsh McLennan • San Diego, CA

1d

About The Position

Provide support for client administrators in servicing all lines of business insurance in accordance with departmental objectives and procedures.

Requirements

• A bachelor’s degree or ability to receive the degree within two to three months, or a minimum of 1-2 years industry property & casualty experience showing increasing responsibility directly related to the performance of the above duties is required.
• Obtain and maintain a valid, unrestricted California Fire & Casualty Solicitors license.
• Achieve an AAI designation as well as have willingness to pursue continuing education in the form of insurance designations and professional development training.
• Proficient with Microsoft Office Software (word, excel, and outlook).
• Must maintain a high attention to detail when working at a varying pace and managing multiple tasks with adjusting priorities.

Responsibilities

• Assist client administrator in providing service to accounts as additional experience, knowledge and familiarity with processes and procedures of file maintenance and day-to-day tasks is achieved.
• Process client invoices, endorsements, certificates, binders, coverage policies, finance agreements and audits.
• Ordering and reviewing loss run and claim status reports.
• Documenting client files regarding action items, follow up of outstanding issues, and completed tasks.
• Complete applications as needed.
• Create certificate notebooks.
• Managing expiration lists.
• Process incoming mail to include policies, endorsements, invoices, loss control reports and loss runs.
• Verify items needed to check incoming policies are available in imageright prior to providing the policy to the client administrator.
• Set up original policies in binders.
• Draft a summary of insurance for the client administrator to review.
• Verify that endorsements are accurate, prepare the invoice, transmit a signed copy to the client and close the corresponding diary entry in imageright.
• File monthly installment and direct bill invoices, loss runs, and loss control reports.
• Assist client administrator in handling business after the sale has been made and preparing for the marketing of renewal business.
• Set up marketing folders and renewal workflow schedules.
• Set up renewal policy files in imageright.
• Gather and confirm information regarding new and renewal business through telephone and email contact with underwriters and clients.
• Become proficient in the use of technology systems, software and tools such as imageright, bar coding and scanning used to perform duties.
• Establish and maintain positive and effective working relations with other associates and clients.

Benefits

• health and welfare benefits
• tuition assistance
• 401K savings and other retirement programs
• employee assistance programs

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level