Personal Lines Account Manager Assistant

Marsh McLennan•Clearwater, FL

2d•Onsite

About The Position

Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With 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 (NYSE: MRSH). This position is a five-day-a-week on-site position based out of our regional listed office location(s), from 8:30 am to 5:00 pm. The Account Manager Assistant provides support to the Account Management team with assistance in various duties, such as processing carrier endorsements, carrier cancellations, claim follow up, email distribution from department inbox, download reports, client ID cards, mortgage evidence of insurance, etc. As our Account Manager Assistant on the Personal Lines Insurance team, you'll take part in Process day-to-day requests received from internal and external clients. Process policy change requests/endorsements such as adding vehicles, adding mortgagee clauses and additional insureds as a result of the certificate requests Update agency management system when required by specific task of the change (non-download items). Assist with the timely renewals and processing of policies Facilitating with answering internal phone calls Provide administrative support while handling front desk responsibilities including greeting visitors, managing phone calls and maintaining a welcoming office environment

Requirements

High school diploma or equivalent
4-40 Florida insurance license required within 90 days of hire
Proficiency with MS Office, including Excel
Excellent customer service skills

Nice To Haves

At least one year of insurance agency experience
Bachelor’s degree or higher
Active and Current 2-20 insurance license
Experience with EPIC, Sagitta, and Image Right

Responsibilities

Process day-to-day requests received from internal and external clients.
Process policy change requests/endorsements such as adding vehicles, adding mortgagee clauses and additional insureds as a result of the certificate requests
Update agency management system when required by specific task of the change (non-download items).
Assist with the timely renewals and processing of policies
Facilitating with answering internal phone calls
Provide administrative support while handling front desk responsibilities including greeting visitors, managing phone calls and maintaining a welcoming office environment
Processing carrier endorsements
Processing carrier cancellations
Claim follow up
Email distribution from department inbox
Download reports
Client ID cards
Mortgage evidence of insurance