Shared Services Data Assistant

Marsh McLennan•Philadelphia, PA

1d•Hybrid

About The Position

The Shared Services Data Assistant supports the accuracy, consistency, and timely maintenance of policy information across core systems. This role works closely with account management, production, and operational partners to address policy data requests, support renewal activity, and help sustain efficient workflow across the team. The position requires strong attention to detail, sound judgment, and a willingness to contribute to process improvement in a fast-paced environment.

Requirements

High school diploma required
3 to 5 years of administrative experience preferred
Advanced proficiency in Microsoft Office Suite
Experience working in a team-based, deadline-driven environment
Proficiency with standard computer applications
Strong attention to detail, organization, and analytical skills
Ability to manage multiple priorities and work independently with minimal supervision
High level of discretion and professionalism, with the ability to maintain confidentiality
Strong spelling, grammar, and written communication skills
Proactive approach to problem-solving and a willingness to learn new skills
Ability to work effectively across teams and maintain a collaborative, service-oriented approach
Regular and predictable attendance in accordance with company policy
Professional demeanor and the ability to work under tight deadlines
Integrity: Follows through on commitments while upholding quality and ethical standards.
Accountability: Takes ownership, seeks and applies feedback, and makes thoughtful, reliable decisions.
Innovation: Challenges the status quo, embraces change, and leverages shared workflows.
Collaboration: Works effectively across teams, builds relationships, shares learnings, and leads with curiosity.
Passion: Approaches work with discipline, enthusiasm, and willingness to embrace and overcome challenges.

Responsibilities

Collects, enters, reviews, and maintains insurance policy information received from the Operations Support team, ensuring records remain accurate, complete, and current.
Escalates and partners with Shared Services leadership and IT to resolve data issues as needed.
Coordinates effectively with Producers, Account Managers, and other service team members to support day-to-day business needs using established systems and processes.
Manages the end-to-end loss run process for the Loss Information Unit, including requesting loss runs on behalf of team members, proactively obtaining updated loss information ahead of renewals, retrieving loss runs through carrier portals, and coordinating with carrier representatives or other contacts as needed.
Partners closely with the India team to track outstanding requests, address delays, and ensure materials are available to the service team within established timelines.
Provides support across departmental service-level agreements, including Billing, Policy Headers, Policy Downloads, Analytics, and Policy Checklisting.
Maintains stored documents in designated electronic systems and updates databases and records as required.
Supports workflow management and quality assurance standards in accordance with Graham guidelines.
Prepares and routes correspondence on behalf of team members as needed.
Participates in meetings related to the role and helps coordinate unit team meetings.
Pursues professional development opportunities and may work toward relevant professional designations to strengthen job knowledge.
Performs additional duties and project work as assigned, including support for other units, billing, loss summaries, spec updates, and checklisting activities.