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Marsh McLennan Agency · 2 weeks ago

Commercial Insurance - Service Trainee

Aliso Viejo, CA

Full-time

Onsite

New Grad, Entry Level

$36K/yr - $66K/yr

1+ years exp

Marsh McLennan Agency is preparing individuals for progression into the Insurance Associate position with opportunities for advancement. The role involves assisting with administrative tasks, maintaining files, and handling communications while developing familiarity with the department's functions.

Employee BenefitsHealth CareInsuranceRetirement

Growth Opportunities

Hiring Manager

Mary O'Donnell

Responsibilities

Respond to departmental requests for administrative assistance with the following:

Create Word documents and Excel spreadsheets

Assist in maintaining files and records in eMMA

Set up client shells in Sagitta

Provide clerical assistance with copying, faxing, mass mailings, assembling binders and scanning files as needed

Daily Download Department mail from Insurance Carrier Websites

Sort, scan and distribute via ImageRight Tasks mail and communications daily

Handle special projects as assigned

Process Loss Run reports

Request loss runs based on monthly reports and in accordance with the carrier’s requirements

Follow up with the carrier or wholesaler until loss run is received and filed in electronic filing system

Inform Client Administrator/ Manager if the loss run will be delayed

Process Rush requests as needed

Establish and maintain effective working relations with other associates

Identify needs and competencies to be acquired for advancement, and make use of appropriate training opportunities

Communicate system or process related problems to supervisor

Plan ahead and problem solve - anticipate, report, and help resolve problems that may occur. Start learning coverages by reading Kaplan books and attending coverage training classes when offered

Enrollment in AIS or AINS designation course

If potential for advancement is recognized by supervisor, enrollment in insurance licensing school and passing the Property & Casualty licensing test is required for advancement

Qualification

Microsoft OfficeAISAINS designationProperty & Casualty licensingAdministrative assistanceCustomer serviceProblem solvingAttention to detailEffective communication

Required

A bachelor's degree or ability to receive the degree within two to three months, or 1-3 years of experience performing in a professional administrative or customer service capacity is required

Proficient with Microsoft Office software (Word, Excel, and Outlook)

Successful work history demonstrating reliability and a positive attitude

Demonstrated ability to prioritize tasks, and set and achieve goals

Demonstrated ability to think logically in solving problems assigned and present results neatly, with clarity and precision in oral and written form

Attention to detail and an appreciation for a job well done

Preferred

Enrollment in AIS or AINS designation course

If potential for advancement is recognized by supervisor, enrollment in insurance licensing school and passing the Property & Casualty licensing test is required for advancement

Benefits

Health and welfare benefits

Tuition assistance

401K savings and other retirement programs

Employee assistance programs

Company

Marsh McLennan Agency

Glassdoor4.4

Marsh McLennan is an insurance company that provides business insurance, employee benefits, and private client insurance solutions. It is a sub-organization of Marsh & McLennan.

Founded in 2003

White Plains, New York, USA

10001+ employees