Service Associate - Insurance - Entry Level

Marsh•Denver, CO

50d•$34,700 - $64,600•Hybrid

About The Position

Work collaboratively as a supportive member of a team for the benefit of the clients (external and internal) and company personnel. Maintain rapport and open, effective communication. Demonstrate strong organizational, and project skills. Demonstrate high levels of interest, energy, and enthusiasm to meet or exceed clients’ expectations. Act with responsiveness, urgency, and professionalism in all matters. Accept accountability for the quality and accuracy of work produced. The following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. Complete customer data entry according to procedures. Process endorsements, audits, policy checks, ID cards and certificates. Invoice premiums related to clients. Open, distribute, scan and route mail. Managing inventory levels of office and kitchen supplies, overseeing the ordering process, receiving deliveries, and organizing storage areas. Assist in planning office events and meetings Show proficiency in utilizing resources and software to generate reports and/or other requested information. Complete routinely daily, weekly, and monthly reports, as assigned. Retrieve information from carrier web-sites, as required, and keep our Client Management system, appropriately updated. Support service and production team in reaching overall agency revenue and retention goals. Mains up to date knowledge of: departmental systems, related technology, and policies and procedures. Perform other duties, as assigned.

Requirements

High school graduate or equivalent
1-2 years of insurance experience
Property & Casualty license
Strong organizational skills
Demonstrated proficiency in basic computer applications such as Microsoft Office software products

Responsibilities

Complete customer data entry according to procedures.
Process endorsements, audits, policy checks, ID cards and certificates.
Invoice premiums related to clients.
Open, distribute, scan and route mail.
Managing inventory levels of office and kitchen supplies, overseeing the ordering process, receiving deliveries, and organizing storage areas.
Assist in planning office events and meetings
Show proficiency in utilizing resources and software to generate reports and/or other requested information.
Complete routinely daily, weekly, and monthly reports, as assigned.
Retrieve information from carrier web-sites, as required, and keep our Client Management system, appropriately updated.
Support service and production team in reaching overall agency revenue and retention goals.
Maintains up to date knowledge of: departmental systems, related technology, and policies and procedures.
Perform other duties, as assigned.