Insurance Client Operations Representative

Marsh McLennan•Las Vegas, NV

1d•Hybrid

About The Position

Our not-so-secret sauce. Award-winning, inclusive, Top Workplace culture doesn’t happen overnight. It’s a result of hard work by extraordinary people. More than 10,000 of the industry’s brightest talent drive our efforts to deliver purposeful work and meaningful impact every day. Learn more about what makes us different and how you can thrive as an Operations Representative at MMA Private Client Services – National in Las Vegas. Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With 170 offices across North America, we combine the personalized service model of a local consultant with the global resources of the world’s leading professional services firm, Marsh McLennan (NYSE: MMC). A day in the life. This position will be based out of our Las Vegas office. As our Operations Representative on the Private Client Services team, you’ll be responsible for the accurate and timely processing of all client paperwork, including new policies, renewals, endorsements, rewrites, and cancellations. This is an exciting opportunity that can provide an interested and motivated individual with skill sets for professional growth and advancement: Upon receiving daily allocation of work, prioritizes based on the time sensitivity of the documents and then determines the appropriate actions to be taken Processes the appropriate activity within the Agency Management System. This may involve data entering account information into the system, checking the information received against the data already entered into the system, and/or cross-checking the information against the carrier system when available On a limited basis, when information for an activity is vague or incomplete, performs research within the Agency Management System to obtain necessary information and notify servicing agent of findings. Escalates emerging issues to the Lead Operations Representative or Operations Manager as appropriate Follows up on all personal open activities within the Agency Management System to ensure they are completed Maintains up-to-date workflow documentation and ensures workflows are adhered to when processing individual paperwork Meets or exceeds individual daily processing requirements and monthly accuracy goals Ensures that all regulatory requirements are met and complies with all internal policies and procedures

Requirements

High School diploma
1-2+ years of professional work experience, office experience with computer-based work preferred
Proficiency use of MS Office tools i.e., Word, Outlook, Excel, and PowerPoint
Excellent written and verbal communication skills to effectively interact with clients and internal customers
Excellent organizational and time-management skills to handle multiple tasks
Strong attention to detail with a focus on accuracy

Nice To Haves

Strong MS Office skills
Ability to prioritize to meet deadlines
Previous insurance industry knowledge and expertise
Previous experience interacting with clients

Responsibilities

Upon receiving daily allocation of work, prioritizes based on the time sensitivity of the documents and then determines the appropriate actions to be taken
Processes the appropriate activity within the Agency Management System. This may involve data entering account information into the system, checking the information received against the data already entered into the system, and/or cross-checking the information against the carrier system when available
On a limited basis, when information for an activity is vague or incomplete, performs research within the Agency Management System to obtain necessary information and notify servicing agent of findings.
Escalates emerging issues to the Lead Operations Representative or Operations Manager as appropriate
Follows up on all personal open activities within the Agency Management System to ensure they are completed
Maintains up-to-date workflow documentation and ensures workflows are adhered to when processing individual paperwork
Meets or exceeds individual daily processing requirements and monthly accuracy goals
Ensures that all regulatory requirements are met and complies with all internal policies and procedures