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via Marsh McLennan Jobs
schedule_type: Full-time
SUMMARY
Under direct supervision of the Client Service Executive, provide administrative and project support to client service teams. This position will work with a variety of associates within a Practice Group, and at other times will work independently on assignments. This position prepares individuals for promotion to the Benefit Analyst position...
ESSENTIAL DUTIES & RESPONSIBILITIES
• Assist client service teams with the insurance bidding
SUMMARY
Under direct supervision of the Client Service Executive, provide administrative and project support to client service teams. This position will work with a variety of associates within a Practice Group, and at other times will work independently on assignments. This position prepares individuals for promotion to the Benefit Analyst position...
ESSENTIAL DUTIES & RESPONSIBILITIES
• Assist client service teams with the insurance bidding and renewal process.
• Review census data, plan design, rate information, experience data, and related materials to ensure that necessary and accurate information is submitted to renew / continue the policy.
• Work with carrier representatives to resolve discrepancies regarding missing or inaccurate information on the submissions and communicate the status of submissions to client service team members to ensure marketing submissions are processed a timely manner.
• Using approved templates, prepare and coordinate creation of new / renewal binders and iPad presentations, open enrollment communications, and other client presentation materials.
• As skill and efficiency in performing the above duties develops, work with team members to learn how to analyze coverage and premium rate options to determine how best to meet client needs.
• Provide general administrative support to client service teams.
• Upload presentations to iPads and generally maintain iPads assigned to the Practice Group.
• Upload client data to mobile applications.
• Work with website vendors to maintain client websites.
• Create and maintain wallet ID cards as requested.
• Process Broker of Record letters internally and with carriers.
• Maintain client and carrier contacts in requested internal systems.
• Prepare client records to be filed following policy renewals and on an ongoing basis.
• Update and assist in maintaining agency management and filing systems upon renewal and during special project requests.
• Coordinate open enrollment and other client communication materials as requested.
• Research trends and update benchmarking templates as requested.
• Provide general day-to-day support to clients as skill and knowledge develops.
• Act as liaison for client to research and resolve coverage, claim, and administrative problems.
• Escalate claim issues within the department and with our carrier partners, using resources and knowledge of procedures.
• Recognize areas of concern and potential issues and work with client service team to develop solutions
The applicable base salary range for this role is $35,300 to $67,800. The base pay offered will be determined on factors such as experience, skills, training, location, certifications, and education. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives. We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs.
We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. Marsh & McLennan Agency offers competitive salaries and comprehensive benefits and programs including: health and welfare, tuition assistance, 401K, employee assistance program, domestic partnership benefits, career mobility, employee network groups, volunteer opportunities, and other programs. For more information about our company, please visit us at: http://marshmma.com/careers Show more details...
Under direct supervision of the Client Service Executive, provide administrative and project support to client service teams. This position will work with a variety of associates within a Practice Group, and at other times will work independently on assignments. This position prepares individuals for promotion to the Benefit Analyst position...
ESSENTIAL DUTIES & RESPONSIBILITIES
• Assist client service teams with the insurance bidding and renewal process.
• Review census data, plan design, rate information, experience data, and related materials to ensure that necessary and accurate information is submitted to renew / continue the policy.
• Work with carrier representatives to resolve discrepancies regarding missing or inaccurate information on the submissions and communicate the status of submissions to client service team members to ensure marketing submissions are processed a timely manner.
• Using approved templates, prepare and coordinate creation of new / renewal binders and iPad presentations, open enrollment communications, and other client presentation materials.
• As skill and efficiency in performing the above duties develops, work with team members to learn how to analyze coverage and premium rate options to determine how best to meet client needs.
• Provide general administrative support to client service teams.
• Upload presentations to iPads and generally maintain iPads assigned to the Practice Group.
• Upload client data to mobile applications.
• Work with website vendors to maintain client websites.
• Create and maintain wallet ID cards as requested.
• Process Broker of Record letters internally and with carriers.
• Maintain client and carrier contacts in requested internal systems.
• Prepare client records to be filed following policy renewals and on an ongoing basis.
• Update and assist in maintaining agency management and filing systems upon renewal and during special project requests.
• Coordinate open enrollment and other client communication materials as requested.
• Research trends and update benchmarking templates as requested.
• Provide general day-to-day support to clients as skill and knowledge develops.
• Act as liaison for client to research and resolve coverage, claim, and administrative problems.
• Escalate claim issues within the department and with our carrier partners, using resources and knowledge of procedures.
• Recognize areas of concern and potential issues and work with client service team to develop solutions
The applicable base salary range for this role is $35,300 to $67,800. The base pay offered will be determined on factors such as experience, skills, training, location, certifications, and education. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives. We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs.
We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. Marsh & McLennan Agency offers competitive salaries and comprehensive benefits and programs including: health and welfare, tuition assistance, 401K, employee assistance program, domestic partnership benefits, career mobility, employee network groups, volunteer opportunities, and other programs. For more information about our company, please visit us at: http://marshmma.com/careers Show more details...
via Marsh McLennan Jobs
schedule_type: Full-time
Summary
Provide support for Client Administrators and Client Managers in servicing all lines of Business insurance in accordance with departmental objectives and procedures...
Essential Duties & Responsibilities
• Assist Client Administrators and Managers in providing service to accounts as additional experience, knowledge and familiarity with processes and procedures of file maintenance and day-to-day tasks is achieved.
• Mail:
• Process
Summary
Provide support for Client Administrators and Client Managers in servicing all lines of Business insurance in accordance with departmental objectives and procedures...
Essential Duties & Responsibilities
• Assist Client Administrators and Managers in providing service to accounts as additional experience, knowledge and familiarity with processes and procedures of file maintenance and day-to-day tasks is achieved.
• Mail:
• Process New Mail
• Mail monthly installment invoices to clients
• Policies:
• Prepare policy for policy checking by:
• Confirming all necessary documents are in file
• Creating policy checking request form.
• Sending task to policy checkers
• When checked policy is returned, if no errors, process the policy to the client.
• If errors, process policy to client once CA/CM has addressed the errors or requested that the policy be sent pending review.
• Endorsements:
• Review endorsements for accuracy. If correct, send to client with explanatory email. If errors, process request for correction.
• If endorsement has return premium request check from accounting. Follow-up with accounting for check if not received in a timely manner.
• Follow-up with Carriers/Wholesalers for completion of endorsements.
• Bill as necessary within agency defined timeline as outlined in procedures.
• Cancellations/Reinstatements
• File and Prepare for CA/CM. Update task to note policy with cancellation date.
• Certificates:
• Complete daily cert requests
• Date off holders
• Sagitta:
• Add New Prospects and Clients
• Update policy data
• Issue Auto ID Cards
• Create Applications
• Manage the set up and use of the teams iPads.
• Create Schedules of Insurance as requested
• Handle Special Projects as requested.
• With more experience, assist in the processing of Final Audits.
• Become proficient in the use of technology systems, software and tools such as ImageRight, and Sagitta.
• Establish and maintain positive and effective working relations with other Associates and clients.
Education and/or Experience
• A bachelor’s degree or ability to receive the degree within two to three months, or a minimum of 1-2 years industry Property & Casualty experience showing increasing responsibility directly related to the performance of the above duties is required.
• Obtain and maintain a valid, unrestricted California Fire & Casualty Solicitors License.
• Achieve an AAI, AINS or INS designation as well as have willingness to pursue continuing education in the form of insurance designations and professional development training.
• Proficient with Microsoft Office software (Word, Excel, and Outlook).
• Must maintain a high attention to detail when working at a varying pace and managing multiple tasks with adjusting priorities.
Work Environment & Physical Demands
• Ability to use computer keyboard and sit in a stationary position for extended periods as well as use office machinery such as fax and copy machines, and telephones.
• Work is performed in a typical interior/office work environment.
The applicable base salary range for this role is $35,400 to $75,400. The base pay offered will be determined on factors such as experience, skills, training, location, certifications, and education. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives. We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs.
We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. Marsh & McLennan Agency offers competitive salaries and comprehensive benefits and programs including: health and welfare, tuition assistance, 401K, employee assistance program, domestic partnership benefits, career mobility, employee network groups, volunteer opportunities, and other programs. For more information about our company, please visit us at: http://marshmma.com/careers Show more details...
Provide support for Client Administrators and Client Managers in servicing all lines of Business insurance in accordance with departmental objectives and procedures...
Essential Duties & Responsibilities
• Assist Client Administrators and Managers in providing service to accounts as additional experience, knowledge and familiarity with processes and procedures of file maintenance and day-to-day tasks is achieved.
• Mail:
• Process New Mail
• Mail monthly installment invoices to clients
• Policies:
• Prepare policy for policy checking by:
• Confirming all necessary documents are in file
• Creating policy checking request form.
• Sending task to policy checkers
• When checked policy is returned, if no errors, process the policy to the client.
• If errors, process policy to client once CA/CM has addressed the errors or requested that the policy be sent pending review.
• Endorsements:
• Review endorsements for accuracy. If correct, send to client with explanatory email. If errors, process request for correction.
• If endorsement has return premium request check from accounting. Follow-up with accounting for check if not received in a timely manner.
• Follow-up with Carriers/Wholesalers for completion of endorsements.
• Bill as necessary within agency defined timeline as outlined in procedures.
• Cancellations/Reinstatements
• File and Prepare for CA/CM. Update task to note policy with cancellation date.
• Certificates:
• Complete daily cert requests
• Date off holders
• Sagitta:
• Add New Prospects and Clients
• Update policy data
• Issue Auto ID Cards
• Create Applications
• Manage the set up and use of the teams iPads.
• Create Schedules of Insurance as requested
• Handle Special Projects as requested.
• With more experience, assist in the processing of Final Audits.
• Become proficient in the use of technology systems, software and tools such as ImageRight, and Sagitta.
• Establish and maintain positive and effective working relations with other Associates and clients.
Education and/or Experience
• A bachelor’s degree or ability to receive the degree within two to three months, or a minimum of 1-2 years industry Property & Casualty experience showing increasing responsibility directly related to the performance of the above duties is required.
• Obtain and maintain a valid, unrestricted California Fire & Casualty Solicitors License.
• Achieve an AAI, AINS or INS designation as well as have willingness to pursue continuing education in the form of insurance designations and professional development training.
• Proficient with Microsoft Office software (Word, Excel, and Outlook).
• Must maintain a high attention to detail when working at a varying pace and managing multiple tasks with adjusting priorities.
Work Environment & Physical Demands
• Ability to use computer keyboard and sit in a stationary position for extended periods as well as use office machinery such as fax and copy machines, and telephones.
• Work is performed in a typical interior/office work environment.
The applicable base salary range for this role is $35,400 to $75,400. The base pay offered will be determined on factors such as experience, skills, training, location, certifications, and education. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives. We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs.
We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. Marsh & McLennan Agency offers competitive salaries and comprehensive benefits and programs including: health and welfare, tuition assistance, 401K, employee assistance program, domestic partnership benefits, career mobility, employee network groups, volunteer opportunities, and other programs. For more information about our company, please visit us at: http://marshmma.com/careers Show more details...
via Marsh McLennan Jobs
posted_at: 22 days agoschedule_type: Full-time
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 9,000 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 Aviation Administrative Coordinator at... MMA.
Marsh McLennan Agency (MMA) provides business
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 9,000 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 Aviation Administrative Coordinator at... MMA.
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.
As our Aviation Administrative Coordinator, you’ll be responsible for invoicing Agency billed premiums, monitoring receivables, assist in client pre-renewals and issue certificates. In addition, you will process mail and prepare client policies.
Our future colleague.
We’d love to meet you if your professional track record includes these skills:
• High school diploma or equivalent required, college degree preferred.
• Basic math and accounting knowledge.
• Strong Microsoft Office skills, to include Excel, Word and Teams.
• Ability to learn other computer programs and use effectively.
• Must be a self-starter and ability to multi-task, perform detailed and error free work.
These additional qualifications are a plus, but not required to apply:
• Prior commercial insurance experience preferred, but not a requirement.
• Excellent communication and time management skills.
We know there are excellent candidates who might not check all of these boxes. Don’t be shy. If you’re close, we’d be very interested in meeting you.
Valuable benefits.
We value and respect the impact our colleagues make every day both inside and outside our organization. We’ve built a culture that promotes colleague well-being through robust benefit programs and resources, encourages professional and personal development, and celebrates opportunities to pursue the projects and causes that give colleagues fulfilment outside of work.
Some benefits included in this role are:
• Generous time off, including personal and volunteering.
• Tuition reimbursement and professional development opportunities.
• Hybrid work.
• Charitable contribution match programs.
• Stock purchase opportunities.
To learn more about a career at MMA, check us out online: http://marshmma.com/careers or flip through our recruiting brochure: https://bit.ly/3Qpcjmw
Follow us on LinkedIn, Facebook, Instagram, and Twitter to meet our colleagues and see what makes us tick.
Who you are is who we are.
We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. We are always seeking those with ethics, talent, and ambition who are interested in joining our client-focused teams.
Marsh McLennan and its affiliates are EOE Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers.
#LI-Hybrid Show more details...
Award-winning, inclusive, Top Workplace culture doesn’t happen overnight. It’s a result of hard work by extraordinary people. More than 9,000 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 Aviation Administrative Coordinator at... MMA.
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.
As our Aviation Administrative Coordinator, you’ll be responsible for invoicing Agency billed premiums, monitoring receivables, assist in client pre-renewals and issue certificates. In addition, you will process mail and prepare client policies.
Our future colleague.
We’d love to meet you if your professional track record includes these skills:
• High school diploma or equivalent required, college degree preferred.
• Basic math and accounting knowledge.
• Strong Microsoft Office skills, to include Excel, Word and Teams.
• Ability to learn other computer programs and use effectively.
• Must be a self-starter and ability to multi-task, perform detailed and error free work.
These additional qualifications are a plus, but not required to apply:
• Prior commercial insurance experience preferred, but not a requirement.
• Excellent communication and time management skills.
We know there are excellent candidates who might not check all of these boxes. Don’t be shy. If you’re close, we’d be very interested in meeting you.
Valuable benefits.
We value and respect the impact our colleagues make every day both inside and outside our organization. We’ve built a culture that promotes colleague well-being through robust benefit programs and resources, encourages professional and personal development, and celebrates opportunities to pursue the projects and causes that give colleagues fulfilment outside of work.
Some benefits included in this role are:
• Generous time off, including personal and volunteering.
• Tuition reimbursement and professional development opportunities.
• Hybrid work.
• Charitable contribution match programs.
• Stock purchase opportunities.
To learn more about a career at MMA, check us out online: http://marshmma.com/careers or flip through our recruiting brochure: https://bit.ly/3Qpcjmw
Follow us on LinkedIn, Facebook, Instagram, and Twitter to meet our colleagues and see what makes us tick.
Who you are is who we are.
We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. We are always seeking those with ethics, talent, and ambition who are interested in joining our client-focused teams.
Marsh McLennan and its affiliates are EOE Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers.
#LI-Hybrid Show more details...
via Marsh McLennan Jobs
schedule_type: Full-time
Summary
Work directly with Client Service Team (Client Managers, Client Executives and Principals) to provide a high level of client support in response to routine client requests and needs, act as liaison with carriers, and maintain client and carrier information...
Essential Duties & Responsibilities
Support the Client Service Team with the renewal process.
• Gather client census data, current / renewal plan design and rate information, historical
Summary
Work directly with Client Service Team (Client Managers, Client Executives and Principals) to provide a high level of client support in response to routine client requests and needs, act as liaison with carriers, and maintain client and carrier information...
Essential Duties & Responsibilities
Support the Client Service Team with the renewal process.
• Gather client census data, current / renewal plan design and rate information, historical claims experience data, and any additionally related materials required to prepare RFP for client renewals and prospective groups.
• For specifically assigned clients, provide Benefit Service Associates with RFP information and respond to questions for clarification if needed. For all other client RFP’s, follow processes and procedures to market clients for renewal process.
• Analyze market proposals received to verify benefits, premium rates and competitiveness.
• Finalize and maintain client and carrier spreadsheets in accordance with internal requirements and client requests.
• Prepare and coordinate materials for the enrollment process and other formal client presentations.
• Work with carrier representatives to coordinate activity for a smooth implementation of new plans.
• Coordinate Administrative Installation with insurance carrier and participate in installation meetings.
• Maintain Agency Management System and the ImageRight System.
• Follow processes and procedures as outlined in the Procedure Manual.
Provide day to day client service
• Act as liaison for client to research and resolve coverage, claim and administrative problems.
• Respond to client and carrier questions in a timely manner, requesting assistance from others on the Client Service Team if needed.
• Ensure the client data is accurate and current upon each renewal and throughout the policy period.
• Prepare files and other records needed by Marsh & McLennan.
• Develop good relationships with others on the Client Service Team.
• Maintain the professional standards established by Marsh & McLennan when working with clients.
• Provide back up to other Benefit Analysts as needed.
• Share information with Benefit Analysts and others to create a good network of information within the Department.
• Attend monthly Analyst meetings and other meetings as requested.
Education and/or Experience
Successful candidate will be a service oriented individual with high personal standards and a hands-on work style. This position requires an individual who is comfortable working at a varying pace, managing multiple tasks and deadlines simultaneously, adjusting priorities often, and managing frequent interruptions.
This position interacts with and provides service to internal associates and has contact with external vendors. The Benefits Analyst must be positive and approachable, and work effectively with diverse personalities. In addition, the following is required unless otherwise noted:
• Must possess a basic understanding of health and welfare plan benefits and carriers acquired through 3 years of experience providing group health and benefits service preferably at a brokerage or carrier or performing in a benefit specialist role with a Human Resource department of a large corporation.
• Bachelor degree strongly preferred.
• Maintain a valid, unrestricted State of California Life & Disability License and meet the continuing education requirements.
• Maintain a valid Driver’s License and dependable transportation.
• Proficiency with Microsoft Word, Excel and PowerPoint to include professional work experience creating tables, charts, graphs, pivot tables and formulas.
• Math skills are required to perform basic arithmetic, calculate percentages and amounts based on a percentage increase/decrease
• Above average analyzing, problem solving and planning/organizational techniques are essential.
Work Environment & Physical Demands
• Ability to use computer keyboard and sit in a stationary position for extended periods as well as the use of office equipment such as fax and copy machines, and telephones.
• Work is performed in a typical interior/office work environment.
• Occasional travel to client sites may be required. Travel is usually within driving distance.
The applicable base salary range for this role is $38,800 to $82,900. The base pay offered will be determined on factors such as experience, skills, training, location, certifications, and education. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives. We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs.
We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. Marsh & McLennan Agency offers competitive salaries and comprehensive benefits and programs including: health and welfare, tuition assistance, 401K, employee assistance program, domestic partnership benefits, career mobility, employee network groups, volunteer opportunities, and other programs. For more information about our company, please visit us at: http://marshmma.com/careers Show more details...
Work directly with Client Service Team (Client Managers, Client Executives and Principals) to provide a high level of client support in response to routine client requests and needs, act as liaison with carriers, and maintain client and carrier information...
Essential Duties & Responsibilities
Support the Client Service Team with the renewal process.
• Gather client census data, current / renewal plan design and rate information, historical claims experience data, and any additionally related materials required to prepare RFP for client renewals and prospective groups.
• For specifically assigned clients, provide Benefit Service Associates with RFP information and respond to questions for clarification if needed. For all other client RFP’s, follow processes and procedures to market clients for renewal process.
• Analyze market proposals received to verify benefits, premium rates and competitiveness.
• Finalize and maintain client and carrier spreadsheets in accordance with internal requirements and client requests.
• Prepare and coordinate materials for the enrollment process and other formal client presentations.
• Work with carrier representatives to coordinate activity for a smooth implementation of new plans.
• Coordinate Administrative Installation with insurance carrier and participate in installation meetings.
• Maintain Agency Management System and the ImageRight System.
• Follow processes and procedures as outlined in the Procedure Manual.
Provide day to day client service
• Act as liaison for client to research and resolve coverage, claim and administrative problems.
• Respond to client and carrier questions in a timely manner, requesting assistance from others on the Client Service Team if needed.
• Ensure the client data is accurate and current upon each renewal and throughout the policy period.
• Prepare files and other records needed by Marsh & McLennan.
• Develop good relationships with others on the Client Service Team.
• Maintain the professional standards established by Marsh & McLennan when working with clients.
• Provide back up to other Benefit Analysts as needed.
• Share information with Benefit Analysts and others to create a good network of information within the Department.
• Attend monthly Analyst meetings and other meetings as requested.
Education and/or Experience
Successful candidate will be a service oriented individual with high personal standards and a hands-on work style. This position requires an individual who is comfortable working at a varying pace, managing multiple tasks and deadlines simultaneously, adjusting priorities often, and managing frequent interruptions.
This position interacts with and provides service to internal associates and has contact with external vendors. The Benefits Analyst must be positive and approachable, and work effectively with diverse personalities. In addition, the following is required unless otherwise noted:
• Must possess a basic understanding of health and welfare plan benefits and carriers acquired through 3 years of experience providing group health and benefits service preferably at a brokerage or carrier or performing in a benefit specialist role with a Human Resource department of a large corporation.
• Bachelor degree strongly preferred.
• Maintain a valid, unrestricted State of California Life & Disability License and meet the continuing education requirements.
• Maintain a valid Driver’s License and dependable transportation.
• Proficiency with Microsoft Word, Excel and PowerPoint to include professional work experience creating tables, charts, graphs, pivot tables and formulas.
• Math skills are required to perform basic arithmetic, calculate percentages and amounts based on a percentage increase/decrease
• Above average analyzing, problem solving and planning/organizational techniques are essential.
Work Environment & Physical Demands
• Ability to use computer keyboard and sit in a stationary position for extended periods as well as the use of office equipment such as fax and copy machines, and telephones.
• Work is performed in a typical interior/office work environment.
• Occasional travel to client sites may be required. Travel is usually within driving distance.
The applicable base salary range for this role is $38,800 to $82,900. The base pay offered will be determined on factors such as experience, skills, training, location, certifications, and education. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives. We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs.
We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. Marsh & McLennan Agency offers competitive salaries and comprehensive benefits and programs including: health and welfare, tuition assistance, 401K, employee assistance program, domestic partnership benefits, career mobility, employee network groups, volunteer opportunities, and other programs. For more information about our company, please visit us at: http://marshmma.com/careers Show more details...
via Marsh McLennan Jobs
schedule_type: Full-time
Department: Business Insurance – Bay Area
Summary...
Under minimal supervision, the Client Manager will handle accounts under $20,000 of income. This includes designing the insurance program, marketing the account to insurance carriers, proposing renewal terms to clients and interacting with clients on their day to day service needs.
Essential Duties & Responsibilities
FOR BUSINESS UNDER $20K of INCOME
• Managing renewals and new business.
•
Department: Business Insurance – Bay Area
Summary...
Under minimal supervision, the Client Manager will handle accounts under $20,000 of income. This includes designing the insurance program, marketing the account to insurance carriers, proposing renewal terms to clients and interacting with clients on their day to day service needs.
Essential Duties & Responsibilities
FOR BUSINESS UNDER $20K of INCOME
• Managing renewals and new business.
• Acts as the initial point of contact for clients, carriers and other members of the service team on account under $20,000 of income.
• Solicits and follows up for renewal information from the client.
• Designs, markets and negotiates client renewals and new business with the insurance carriers.
• Prepares proposal and attends client meetings to discuss the renewal proposal.
• Binds insurance terms as directed by the client.
• Transmits binders to the client in a timely manner.
• Provides the client with day to day service
• Consult with clients on day-to-day inquiries about their insurance program.
• Advises the client and carrier of any changes necessary to their insurance program
• Oversees the administration of the insurance program processing:
• Endorsements
• Certificates of Insurance
• Invoices
• Account Receivables
• Finance Agreements
• Audits
• Processes automatic renewals
• Maintains Client Information
• Updates Sagitta
• Maintains client files in IR
• Summaries and schedules of insurance
FOR BUSINESS OVER $20K of INCOME
• Supports Client Service Executive on renewals and new business
• Prepares renewal information request
• Maintains Sagitta with updated client information
• Prepares Acord applications
• Prepares Loss Summaries and Large Loss Reports
• Review accuracy of experience modification calculations published by state rating agencies/bureaus.
• Assists CSE with completion of Stewardship and Renewal Strategies
• Oversees the administration of the insurance program as outlined above.
• Assists CSE with timely delivery of policies to the client.
• Review policies as assigned by the Client Service Executive and discuss with and provide suggestions to Client Service Executive regarding any areas of concern.
• Periodic visits to clients with Client Service Executive, including active participation in new business and renewal preparation and presentation
• Participate in PAR E&O Audits.
Development skills
• Develop analytical, strategic, customer service and communication skills needed to perform as a Client Manager II or Client Service Executive.
• Manage, delegate and track, as well as guide and mentor, Client Administrators, Insurance Associates, and Client Service Trainees on the following tasks:
• Process routine administration paperwork for new and renewal business to include:
• Data entry into systems
• Printing and proposals
• Certificates of Insurance
• Initial check of policies and posting policies to Engage
• Invoices
• Finance Agreements
• Endorsements
• Audits
• Perform account reconciliation.
• Order and review Loss Run and Claim Status Reports.
• Prepare Summary Of Insurance.
• Prepare experience modification projections using Intellicomp or other available software.
• Maintain client files.
• Establish and consistently maintain effective and positive working relationships with Associates and clients.
• Manage projects including:
• Timely management of the renewal process
• Develop and implement a Client Service Plan
• Ensure timely implementation of R&LA deliverables
Education and/or Experience
• Bachelor’s degree plus 2-3 years of daily World Class Client service is required; or, a minimum of 3 years industry experience showing increasing responsibility directly related to the performance of the above duties including 2-3 years of daily World Class Client service.
• Maintain a valid unrestricted California Fire & Casualty Solicitors license.
• Advanced insurance designations applicable to the above duties strongly preferred as well as a willingness to pursue continuing education and professional development.
• Significantly exceed expectations in existing position if currently employed at MMA.
• Excellent understanding of insurance terminology, the functions of an insurance brokerage agency and the various lines of Business Insurance insurance.
• Proficiency with MS Office Software (Word, Excel, Outlook).
• Prioritize tasks, set and achieve goals, think logically in solving problems and present results neatly, with clarity and precision in both oral and written form.
Work Environment & Physical Demands
• Ability to use computer keyboard and sit in a stationary position for extended periods as well as the use of office equipment such as fax and copy machines, and telephones.
• Work is performed in a typical interior/office work environment.
• Occasional travel to client sites may be required. Travel may consist of an overnight stay.
• Individual shall not pose a direct threat to the health or safety of other individuals in the workplace.
The applicable base salary range for this role is $56,400 to $120,500. The base pay offered will be determined on factors such as experience, skills, training, location, certifications, and education. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives. We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs.
We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. Marsh & McLennan Agency offers competitive salaries and comprehensive benefits and programs including: health and welfare, tuition assistance, 401K, employee assistance program, domestic partnership benefits, career mobility, employee network groups, volunteer opportunities, and other programs. For more information about our company, please visit us at: http://marshmma.com/careers Show more details...
Summary...
Under minimal supervision, the Client Manager will handle accounts under $20,000 of income. This includes designing the insurance program, marketing the account to insurance carriers, proposing renewal terms to clients and interacting with clients on their day to day service needs.
Essential Duties & Responsibilities
FOR BUSINESS UNDER $20K of INCOME
• Managing renewals and new business.
• Acts as the initial point of contact for clients, carriers and other members of the service team on account under $20,000 of income.
• Solicits and follows up for renewal information from the client.
• Designs, markets and negotiates client renewals and new business with the insurance carriers.
• Prepares proposal and attends client meetings to discuss the renewal proposal.
• Binds insurance terms as directed by the client.
• Transmits binders to the client in a timely manner.
• Provides the client with day to day service
• Consult with clients on day-to-day inquiries about their insurance program.
• Advises the client and carrier of any changes necessary to their insurance program
• Oversees the administration of the insurance program processing:
• Endorsements
• Certificates of Insurance
• Invoices
• Account Receivables
• Finance Agreements
• Audits
• Processes automatic renewals
• Maintains Client Information
• Updates Sagitta
• Maintains client files in IR
• Summaries and schedules of insurance
FOR BUSINESS OVER $20K of INCOME
• Supports Client Service Executive on renewals and new business
• Prepares renewal information request
• Maintains Sagitta with updated client information
• Prepares Acord applications
• Prepares Loss Summaries and Large Loss Reports
• Review accuracy of experience modification calculations published by state rating agencies/bureaus.
• Assists CSE with completion of Stewardship and Renewal Strategies
• Oversees the administration of the insurance program as outlined above.
• Assists CSE with timely delivery of policies to the client.
• Review policies as assigned by the Client Service Executive and discuss with and provide suggestions to Client Service Executive regarding any areas of concern.
• Periodic visits to clients with Client Service Executive, including active participation in new business and renewal preparation and presentation
• Participate in PAR E&O Audits.
Development skills
• Develop analytical, strategic, customer service and communication skills needed to perform as a Client Manager II or Client Service Executive.
• Manage, delegate and track, as well as guide and mentor, Client Administrators, Insurance Associates, and Client Service Trainees on the following tasks:
• Process routine administration paperwork for new and renewal business to include:
• Data entry into systems
• Printing and proposals
• Certificates of Insurance
• Initial check of policies and posting policies to Engage
• Invoices
• Finance Agreements
• Endorsements
• Audits
• Perform account reconciliation.
• Order and review Loss Run and Claim Status Reports.
• Prepare Summary Of Insurance.
• Prepare experience modification projections using Intellicomp or other available software.
• Maintain client files.
• Establish and consistently maintain effective and positive working relationships with Associates and clients.
• Manage projects including:
• Timely management of the renewal process
• Develop and implement a Client Service Plan
• Ensure timely implementation of R&LA deliverables
Education and/or Experience
• Bachelor’s degree plus 2-3 years of daily World Class Client service is required; or, a minimum of 3 years industry experience showing increasing responsibility directly related to the performance of the above duties including 2-3 years of daily World Class Client service.
• Maintain a valid unrestricted California Fire & Casualty Solicitors license.
• Advanced insurance designations applicable to the above duties strongly preferred as well as a willingness to pursue continuing education and professional development.
• Significantly exceed expectations in existing position if currently employed at MMA.
• Excellent understanding of insurance terminology, the functions of an insurance brokerage agency and the various lines of Business Insurance insurance.
• Proficiency with MS Office Software (Word, Excel, Outlook).
• Prioritize tasks, set and achieve goals, think logically in solving problems and present results neatly, with clarity and precision in both oral and written form.
Work Environment & Physical Demands
• Ability to use computer keyboard and sit in a stationary position for extended periods as well as the use of office equipment such as fax and copy machines, and telephones.
• Work is performed in a typical interior/office work environment.
• Occasional travel to client sites may be required. Travel may consist of an overnight stay.
• Individual shall not pose a direct threat to the health or safety of other individuals in the workplace.
The applicable base salary range for this role is $56,400 to $120,500. The base pay offered will be determined on factors such as experience, skills, training, location, certifications, and education. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives. We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs.
We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. Marsh & McLennan Agency offers competitive salaries and comprehensive benefits and programs including: health and welfare, tuition assistance, 401K, employee assistance program, domestic partnership benefits, career mobility, employee network groups, volunteer opportunities, and other programs. For more information about our company, please visit us at: http://marshmma.com/careers Show more details...
via Marsh McLennan Jobs
schedule_type: Full-time
Summary
The Client Manager provides advice and assistance requiring technical and industry knowledge and client service skills to meet client needs and resolve difficulties. Client Managers are responsible for retention of existing business and the development of new business within assigned accounts. This position may occasionally perform in the capacity of a Client Executive Service for... specifically assigned accounts to oversee the preparation
Summary
The Client Manager provides advice and assistance requiring technical and industry knowledge and client service skills to meet client needs and resolve difficulties. Client Managers are responsible for retention of existing business and the development of new business within assigned accounts. This position may occasionally perform in the capacity of a Client Executive Service for... specifically assigned accounts to oversee the preparation of and providing renewal and new business presentations.
Essential Duties & Responsibilities
• Act as the initial point of contact for Clients, Carriers and others on the Client Service Team in the following areas:
• Under the direction of the Client Executive, this position is responsible for reviewing contracts, plan documents, Summary Plan Descriptions and other legal documents for accuracy and ensuring all material is sent to client in a timely manner
• Assist to ensure client compliance with annual plan testing and coordinate form 5500 filing procedures as applicable.
• Work closely with and instruct carrier representatives and Client Service Teams to ensure smooth implementation of new retirement plans.
• Establish and consistently maintain effective and positive working relationships with carriers, clients and Client Service Teams.
• Guide and mentor Retirement Analyst throughout the process of gathering Client census and retirement plan information used to prepare materials for new business presentations, renewals and open enrollment meetings.
• Explain client needs and concerns focusing on how various plan designs and recommendations address those issues.
• Review renewals, new business presentations, and enrollment materials to ensure they are accurate and complete in content, are compliant with company and regulatory guidelines, and reflect a professional appearance.
• Ensure that client files and documentation are maintained in the Agency Management System according to policy and procedures, and consistent with MMA professional standards.
• Develop analytical, customer service and communication skills needed to perform as a Client Executive Service.
• Present to Client Service or Sales Executive the financial measures used to predict and analyze plan benefit costs, and the factors which influence those costs and premium rates.
• Under the guidance of the Client Executive Service, participate in prospect and renewal meetings to learn client needs, challenges and concerns.
• Learn best practices to present renewal outcomes to the client and provide recommendations based on the findings with the ultimate goal being to take on these responsibilities.
• Conduct employee enrollment meetings to communicate retirement plan options.
• Respond to and resolve routine issues the client may encounter regarding receipt of retirement services and plan questions.
• Keep Client Executive Service apprised of potential E&O concerns and client dissatisfaction. Strategize with Client Executive Service to develop possible resolutions and proactive solutions to avoid continued or future problems.
Education and/or Experience
Successful candidate will be a service oriented individual with high personal standards and a hands-on work style. This position requires an individual who is comfortable working at a varying pace, managing multiple tasks and deadlines simultaneously, adjusting priorities often, and managing frequent interruptions.
This position interacts with and provides service to a large group of internal associates and has high levels of contact with external vendors. The Client Manager must be positive and approachable, and work effectively with diverse personalities. In addition, the following is required unless otherwise noted:
• Must possess a strong understanding of Qualified Retirement plan benefits and providers such that this expertise is recognized by colleagues and clients. This level of expertise is generally acquired through 3-5 years of experience providing corporate retirement plan service while at a brokerage firm or provider.
• Bachelor degree strongly preferred plus at least one recognized financial/benefits industry designation.
• FINRA Series 63 & 7. Series 65/66 preferred or willingness to achieve within 12 months of date of hire.
• AIF designation or willingness to achieve within 12 months of date of hire.
• Strong financial analysis technical knowledge and understanding of various investment and group retirement plans, federal and state legislation.
• Strong communication skills with the ability to provide non-technical explanations to technical matters, and summarize and present information in a clear, concise and accurate written and verbal format.
• Maintain a valid unrestricted Life and Disability License in California and meet the continuing education requirements.
• Maintain a valid driver’s license and dependable transportation.
• Proficiency with Microsoft Word, Excel and PowerPoint to include work experience creating tables, charts, graphs, pivot tables and formulas.
Work Environment & Physical Demands
• Ability to use computer keyboard and sit in a stationary position for extended periods as well as use of office equipment such as fax and copy machines, and telephones. Work is performed in a typical interior/office work environment.
• Travel to client sites is required. Usually within driving distance, but occasionally consists overnight stays out of town.
• Extended work hours (10 – 12 hrs/day) required on occasion due to attendance and participation at networking and industry functions that begin well before the workday, and may extend well into the evening.
The applicable base salary range for this role is $60,000 to $128,000. The base pay offered will be determined on factors such as experience, skills, training, location, certifications, and education. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives. We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs.
We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. Marsh & McLennan Agency offers competitive salaries and comprehensive benefits and programs including: health and welfare, tuition assistance, 401K, employee assistance program, domestic partnership benefits, career mobility, employee network groups, volunteer opportunities, and other programs. For more information about our company, please visit us at: http://marshmma.com/careers Show more details...
The Client Manager provides advice and assistance requiring technical and industry knowledge and client service skills to meet client needs and resolve difficulties. Client Managers are responsible for retention of existing business and the development of new business within assigned accounts. This position may occasionally perform in the capacity of a Client Executive Service for... specifically assigned accounts to oversee the preparation of and providing renewal and new business presentations.
Essential Duties & Responsibilities
• Act as the initial point of contact for Clients, Carriers and others on the Client Service Team in the following areas:
• Under the direction of the Client Executive, this position is responsible for reviewing contracts, plan documents, Summary Plan Descriptions and other legal documents for accuracy and ensuring all material is sent to client in a timely manner
• Assist to ensure client compliance with annual plan testing and coordinate form 5500 filing procedures as applicable.
• Work closely with and instruct carrier representatives and Client Service Teams to ensure smooth implementation of new retirement plans.
• Establish and consistently maintain effective and positive working relationships with carriers, clients and Client Service Teams.
• Guide and mentor Retirement Analyst throughout the process of gathering Client census and retirement plan information used to prepare materials for new business presentations, renewals and open enrollment meetings.
• Explain client needs and concerns focusing on how various plan designs and recommendations address those issues.
• Review renewals, new business presentations, and enrollment materials to ensure they are accurate and complete in content, are compliant with company and regulatory guidelines, and reflect a professional appearance.
• Ensure that client files and documentation are maintained in the Agency Management System according to policy and procedures, and consistent with MMA professional standards.
• Develop analytical, customer service and communication skills needed to perform as a Client Executive Service.
• Present to Client Service or Sales Executive the financial measures used to predict and analyze plan benefit costs, and the factors which influence those costs and premium rates.
• Under the guidance of the Client Executive Service, participate in prospect and renewal meetings to learn client needs, challenges and concerns.
• Learn best practices to present renewal outcomes to the client and provide recommendations based on the findings with the ultimate goal being to take on these responsibilities.
• Conduct employee enrollment meetings to communicate retirement plan options.
• Respond to and resolve routine issues the client may encounter regarding receipt of retirement services and plan questions.
• Keep Client Executive Service apprised of potential E&O concerns and client dissatisfaction. Strategize with Client Executive Service to develop possible resolutions and proactive solutions to avoid continued or future problems.
Education and/or Experience
Successful candidate will be a service oriented individual with high personal standards and a hands-on work style. This position requires an individual who is comfortable working at a varying pace, managing multiple tasks and deadlines simultaneously, adjusting priorities often, and managing frequent interruptions.
This position interacts with and provides service to a large group of internal associates and has high levels of contact with external vendors. The Client Manager must be positive and approachable, and work effectively with diverse personalities. In addition, the following is required unless otherwise noted:
• Must possess a strong understanding of Qualified Retirement plan benefits and providers such that this expertise is recognized by colleagues and clients. This level of expertise is generally acquired through 3-5 years of experience providing corporate retirement plan service while at a brokerage firm or provider.
• Bachelor degree strongly preferred plus at least one recognized financial/benefits industry designation.
• FINRA Series 63 & 7. Series 65/66 preferred or willingness to achieve within 12 months of date of hire.
• AIF designation or willingness to achieve within 12 months of date of hire.
• Strong financial analysis technical knowledge and understanding of various investment and group retirement plans, federal and state legislation.
• Strong communication skills with the ability to provide non-technical explanations to technical matters, and summarize and present information in a clear, concise and accurate written and verbal format.
• Maintain a valid unrestricted Life and Disability License in California and meet the continuing education requirements.
• Maintain a valid driver’s license and dependable transportation.
• Proficiency with Microsoft Word, Excel and PowerPoint to include work experience creating tables, charts, graphs, pivot tables and formulas.
Work Environment & Physical Demands
• Ability to use computer keyboard and sit in a stationary position for extended periods as well as use of office equipment such as fax and copy machines, and telephones. Work is performed in a typical interior/office work environment.
• Travel to client sites is required. Usually within driving distance, but occasionally consists overnight stays out of town.
• Extended work hours (10 – 12 hrs/day) required on occasion due to attendance and participation at networking and industry functions that begin well before the workday, and may extend well into the evening.
The applicable base salary range for this role is $60,000 to $128,000. The base pay offered will be determined on factors such as experience, skills, training, location, certifications, and education. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives. We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs.
We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. Marsh & McLennan Agency offers competitive salaries and comprehensive benefits and programs including: health and welfare, tuition assistance, 401K, employee assistance program, domestic partnership benefits, career mobility, employee network groups, volunteer opportunities, and other programs. For more information about our company, please visit us at: http://marshmma.com/careers Show more details...
via Marsh McLennan Jobs
schedule_type: Full-time
Summary
The primary focus of the Client Administrator is to provide technical support to Client Executives and to clients in maintaining commercial insurance policies in accordance with the objectives and procedures outlined by the Commercial Procedures Manual and by the Director, Client Services...
Essential Duties & Responsibilities
• Process paperwork for new and renewal business to include:
• Applications and other documents required for
Summary
The primary focus of the Client Administrator is to provide technical support to Client Executives and to clients in maintaining commercial insurance policies in accordance with the objectives and procedures outlined by the Commercial Procedures Manual and by the Director, Client Services...
Essential Duties & Responsibilities
• Process paperwork for new and renewal business to include:
• Applications and other documents required for a submission
• Binders
• Certificates of Insurance
• Policies
• Invoices
• Finance Agreements
• Endorsements
• Audits
• Perform account reconciliation.
• Review Loss Runs and Claim Status Reports. Order any missing loss runs or request updated loss runs as needed for marketing submission.
• Prepare Summary Of Insurance.
• Have good verbal and written communication skills for both client and internal communication.
• Maintain client files.
• File all documentation in ImageRight per regions filing guidelines.
• Manage Tasks within ImageRight.
• Participate in Errors & Omission audits.
• Establish and maintain positive and effective working relations with other Associates and clients.
Education and/or Experience
• A bachelor’s degree is required, or a minimum of 2 – 5 years industry experience showing increasing responsibility directly related to the performance of the above duties
• A good understanding of insurance terminology, the general functions of an insurance broker, and the various lines of commercial insurance.
• Demonstrated ability to successfully perform the duties of an Insurance Associate if currently employed at Marsh & McLennan.
• Possess and maintain a valid unrestricted California Fire & Casualty Solicitors License.
• Currently hold or be in the process of obtaining an insurance designation with a willingness to pursue advanced insurance designations and continuing education.
• Proficiency with MS Office software (i.e., Word, Excel and Outlook).
• Prioritize tasks, and set and achieve goals, think logically in solving problems and present results neatly, with clarity and precision in both oral and written form.
• Strong attention to detail.
Work Environment & Physical Demands
• Ability to use computer keyboard and sit in a stationary position for extended periods as well as use office machinery such as fax and copy machines, and telephones.
• Work is performed in a typical interior office environment.
The applicable base salary range for this role is $42,400 to $90,500. The base pay offered will be determined on factors such as experience, skills, training, location, certifications, and education. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives. We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs.
We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. Marsh & McLennan Agency offers competitive salaries and comprehensive benefits and programs including: health and welfare, tuition assistance, 401K, employee assistance program, domestic partnership benefits, career mobility, employee network groups, volunteer opportunities, and other programs. For more information about our company, please visit us at: http://marshmma.com/careers Show more details...
The primary focus of the Client Administrator is to provide technical support to Client Executives and to clients in maintaining commercial insurance policies in accordance with the objectives and procedures outlined by the Commercial Procedures Manual and by the Director, Client Services...
Essential Duties & Responsibilities
• Process paperwork for new and renewal business to include:
• Applications and other documents required for a submission
• Binders
• Certificates of Insurance
• Policies
• Invoices
• Finance Agreements
• Endorsements
• Audits
• Perform account reconciliation.
• Review Loss Runs and Claim Status Reports. Order any missing loss runs or request updated loss runs as needed for marketing submission.
• Prepare Summary Of Insurance.
• Have good verbal and written communication skills for both client and internal communication.
• Maintain client files.
• File all documentation in ImageRight per regions filing guidelines.
• Manage Tasks within ImageRight.
• Participate in Errors & Omission audits.
• Establish and maintain positive and effective working relations with other Associates and clients.
Education and/or Experience
• A bachelor’s degree is required, or a minimum of 2 – 5 years industry experience showing increasing responsibility directly related to the performance of the above duties
• A good understanding of insurance terminology, the general functions of an insurance broker, and the various lines of commercial insurance.
• Demonstrated ability to successfully perform the duties of an Insurance Associate if currently employed at Marsh & McLennan.
• Possess and maintain a valid unrestricted California Fire & Casualty Solicitors License.
• Currently hold or be in the process of obtaining an insurance designation with a willingness to pursue advanced insurance designations and continuing education.
• Proficiency with MS Office software (i.e., Word, Excel and Outlook).
• Prioritize tasks, and set and achieve goals, think logically in solving problems and present results neatly, with clarity and precision in both oral and written form.
• Strong attention to detail.
Work Environment & Physical Demands
• Ability to use computer keyboard and sit in a stationary position for extended periods as well as use office machinery such as fax and copy machines, and telephones.
• Work is performed in a typical interior office environment.
The applicable base salary range for this role is $42,400 to $90,500. The base pay offered will be determined on factors such as experience, skills, training, location, certifications, and education. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives. We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs.
We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. Marsh & McLennan Agency offers competitive salaries and comprehensive benefits and programs including: health and welfare, tuition assistance, 401K, employee assistance program, domestic partnership benefits, career mobility, employee network groups, volunteer opportunities, and other programs. For more information about our company, please visit us at: http://marshmma.com/careers Show more details...
via Marsh McLennan Jobs
schedule_type: Full-time
Summary
This position prepares individuals to progress into the Insurance Associate position with potential ongoing advancement into the Client Administrator, Client Manager and Client Executive positions, each building on the previous position's skills. Trainees typically work independently on either the mail desk or the loss run desk. Trainees are under close supervision and performance is... monitored to determine qualifications for advancement
Summary
This position prepares individuals to progress into the Insurance Associate position with potential ongoing advancement into the Client Administrator, Client Manager and Client Executive positions, each building on the previous position's skills. Trainees typically work independently on either the mail desk or the loss run desk. Trainees are under close supervision and performance is... monitored to determine qualifications for advancement as opportunities arise.
Essential Duties & Responsibilities
As a training position, there are similarities between trainees’ day-to-day tasks. However, individual duties and projects are assigned and rotated to develop familiarity with the department, its functions, and associates.
• 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.
Education and/or Experience
Trainees serve a large group of people. They need to be engaged, positive and approachable by everyone. They must interact effectively with widely diverse personalities. In addition, the following is 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.
• Work Environment & Physical Demands
• Ability to use computer keyboard and sit in a stationary position for extended periods as well as use office machinery such as fax and copy machines, and telephones.
• Work is performed in a typical interior/office work environment.
The applicable base salary range for this role is $35,300 to $67,800. The base pay offered will be determined on factors such as experience, skills, training, location, certifications, and education. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives. We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs.
We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. Marsh & McLennan Agency offers competitive salaries and comprehensive benefits and programs including: health and welfare, tuition assistance, 401K, employee assistance program, domestic partnership benefits, career mobility, employee network groups, volunteer opportunities, and other programs. For more information about our company, please visit us at: http://marshmma.com/careers Show more details...
This position prepares individuals to progress into the Insurance Associate position with potential ongoing advancement into the Client Administrator, Client Manager and Client Executive positions, each building on the previous position's skills. Trainees typically work independently on either the mail desk or the loss run desk. Trainees are under close supervision and performance is... monitored to determine qualifications for advancement as opportunities arise.
Essential Duties & Responsibilities
As a training position, there are similarities between trainees’ day-to-day tasks. However, individual duties and projects are assigned and rotated to develop familiarity with the department, its functions, and associates.
• 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.
Education and/or Experience
Trainees serve a large group of people. They need to be engaged, positive and approachable by everyone. They must interact effectively with widely diverse personalities. In addition, the following is 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.
• Work Environment & Physical Demands
• Ability to use computer keyboard and sit in a stationary position for extended periods as well as use office machinery such as fax and copy machines, and telephones.
• Work is performed in a typical interior/office work environment.
The applicable base salary range for this role is $35,300 to $67,800. The base pay offered will be determined on factors such as experience, skills, training, location, certifications, and education. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives. We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs.
We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. Marsh & McLennan Agency offers competitive salaries and comprehensive benefits and programs including: health and welfare, tuition assistance, 401K, employee assistance program, domestic partnership benefits, career mobility, employee network groups, volunteer opportunities, and other programs. For more information about our company, please visit us at: http://marshmma.com/careers Show more details...
via Marsh McLennan Jobs
schedule_type: Full-time
Summary
Responsible for retention of existing business and the development of business within those assigned accounts. Client Service Executive associates act as a leader for the Client Service Team members to include Benefit Analysts and Client Managers...
Essential Duties & Responsibilities
• Oversee ongoing client service activities.
• Meet with the client throughout the year to ensure a high level of service and that client expectations
Summary
Responsible for retention of existing business and the development of business within those assigned accounts. Client Service Executive associates act as a leader for the Client Service Team members to include Benefit Analysts and Client Managers...
Essential Duties & Responsibilities
• Oversee ongoing client service activities.
• Meet with the client throughout the year to ensure a high level of service and that client expectations are being met.
• Responsible for meeting business retention goals.
• Participate in development of new business with existing clients by rounding out programs with additional and/or increased lines of coverage.
• Develop strong business relationships and client trust.
• Ensure client compliance with annual Form 5500 filing procedures as applicable.
• Advise Client Service Team, if needed, in resolving routine client concerns. Investigate any reoccurring and non-routine client and carrier concerns and bring to a successful resolution.
• Manage the renewal of existing plans.
• Coordinate coverage placement through instructions provided to Client Service Team.
• Provide direction to Client Service Team in the preparation of employee communication materials.
• Advise, inform and involve Client Sales Executive as required in marketing process.
• Prepare and present renewal outcomes to the client in a timely manner.
• Recommend improvements based on changing employee benefit legislation, suggest strategies to address client concerns, and provide resolutions if discrepancies, errors or inconsistencies are contained within the information.
• Conduct employee meetings to communicate benefit options as needed.
• Responsible for reviewing contracts, plan documents, Summary Plan Descriptions and other legal documents for accuracy and ensuring all material is sent to client in a timely manner.
• Act as a leader for Client Service Team members.
• Create an environment oriented to trust, open communication, and cohesive team effort.
• Facilitate problem solving and collaboration when faced with client difficulties.
• Focus the team on client requirements, familiarizing them with client specifications, work procedures and processes, quality standards, techniques and tools to support performance.
• Provide necessary business information to enhance the team’s professional development.
• Ensure deliverables satisfy client requirements, cost and schedule.
• Work closely with Director of Employee Health & Benefits Division, Benefits Service Manager and Director of Operations to obtain necessary resources to support the team’s requirements, discuss project impediments, and to escalate issues which cannot be resolved by the team.
• Prepare quarterly production and activity reports.
• Ensure good file maintenance with documentation of account issues and maintenance of the Agency Management System.
• Establish and consistently maintain effective and positive working relationships with Associates and clients.
Education and/or Experience
• A minimum of seven to ten years’ experience servicing large client group (50+ lives) health and benefit products.
• Bachelor degree strongly preferred.
• Professional history must show increasing levels responsibility directly related to the performance of the above duties.
• Strong familiarity with the Employee Health & Benefits marketplace to include unique business industry needs, educational and professional development associations, carriers, and other broker agencies.
• Current technical knowledge and understanding of Employee Benefit federal and state legislation.
• Ability to make independent decisions and use good judgment in addressing and servicing client needs.
• Strong communication skills with the ability to provide non-technical explanations to technical matters, and summarize and present information in a clear, concise and accurate written and verbal format.
• Maintain a valid unrestricted Life and Disability License in California and meet the continuing education requirements. If involved in the sale of Long Term Care, the individual must maintain the proper certification through continuing education.
• Maintain a valid California driver's license and dependable transportation.
• Must have knowledge of personal computing with the ability and willingness to learn and use all computer programs as required.
Work Environment & Physical Demands
• Ability to use computer keyboard and sit in a stationary position for extended periods as well as the use of office equipment such as fax and copy machines, and telephones. Work is performed in a typical interior/office work environment.
• Travel to client sites is required. Usually travel is within driving distance, but may occasionally consist of 2 – 5 night stay out of town
• Extended work hours (10 – 12 hrs/day) required on occasion to attend and participate in networking and industry functions that begin before the workday, and may extend into the evening.
The applicable base salary range for this role is $81,300 to $173,300. The base pay offered will be determined on factors such as experience, skills, training, location, certifications, and education. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives. We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs.
We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. Marsh & McLennan Agency offers competitive salaries and comprehensive benefits and programs including: health and welfare, tuition assistance, 401K, employee assistance program, domestic partnership benefits, career mobility, employee network groups, volunteer opportunities, and other programs. For more information about our company, please visit us at: http://marshmma.com/careers Show more details...
Responsible for retention of existing business and the development of business within those assigned accounts. Client Service Executive associates act as a leader for the Client Service Team members to include Benefit Analysts and Client Managers...
Essential Duties & Responsibilities
• Oversee ongoing client service activities.
• Meet with the client throughout the year to ensure a high level of service and that client expectations are being met.
• Responsible for meeting business retention goals.
• Participate in development of new business with existing clients by rounding out programs with additional and/or increased lines of coverage.
• Develop strong business relationships and client trust.
• Ensure client compliance with annual Form 5500 filing procedures as applicable.
• Advise Client Service Team, if needed, in resolving routine client concerns. Investigate any reoccurring and non-routine client and carrier concerns and bring to a successful resolution.
• Manage the renewal of existing plans.
• Coordinate coverage placement through instructions provided to Client Service Team.
• Provide direction to Client Service Team in the preparation of employee communication materials.
• Advise, inform and involve Client Sales Executive as required in marketing process.
• Prepare and present renewal outcomes to the client in a timely manner.
• Recommend improvements based on changing employee benefit legislation, suggest strategies to address client concerns, and provide resolutions if discrepancies, errors or inconsistencies are contained within the information.
• Conduct employee meetings to communicate benefit options as needed.
• Responsible for reviewing contracts, plan documents, Summary Plan Descriptions and other legal documents for accuracy and ensuring all material is sent to client in a timely manner.
• Act as a leader for Client Service Team members.
• Create an environment oriented to trust, open communication, and cohesive team effort.
• Facilitate problem solving and collaboration when faced with client difficulties.
• Focus the team on client requirements, familiarizing them with client specifications, work procedures and processes, quality standards, techniques and tools to support performance.
• Provide necessary business information to enhance the team’s professional development.
• Ensure deliverables satisfy client requirements, cost and schedule.
• Work closely with Director of Employee Health & Benefits Division, Benefits Service Manager and Director of Operations to obtain necessary resources to support the team’s requirements, discuss project impediments, and to escalate issues which cannot be resolved by the team.
• Prepare quarterly production and activity reports.
• Ensure good file maintenance with documentation of account issues and maintenance of the Agency Management System.
• Establish and consistently maintain effective and positive working relationships with Associates and clients.
Education and/or Experience
• A minimum of seven to ten years’ experience servicing large client group (50+ lives) health and benefit products.
• Bachelor degree strongly preferred.
• Professional history must show increasing levels responsibility directly related to the performance of the above duties.
• Strong familiarity with the Employee Health & Benefits marketplace to include unique business industry needs, educational and professional development associations, carriers, and other broker agencies.
• Current technical knowledge and understanding of Employee Benefit federal and state legislation.
• Ability to make independent decisions and use good judgment in addressing and servicing client needs.
• Strong communication skills with the ability to provide non-technical explanations to technical matters, and summarize and present information in a clear, concise and accurate written and verbal format.
• Maintain a valid unrestricted Life and Disability License in California and meet the continuing education requirements. If involved in the sale of Long Term Care, the individual must maintain the proper certification through continuing education.
• Maintain a valid California driver's license and dependable transportation.
• Must have knowledge of personal computing with the ability and willingness to learn and use all computer programs as required.
Work Environment & Physical Demands
• Ability to use computer keyboard and sit in a stationary position for extended periods as well as the use of office equipment such as fax and copy machines, and telephones. Work is performed in a typical interior/office work environment.
• Travel to client sites is required. Usually travel is within driving distance, but may occasionally consist of 2 – 5 night stay out of town
• Extended work hours (10 – 12 hrs/day) required on occasion to attend and participate in networking and industry functions that begin before the workday, and may extend into the evening.
The applicable base salary range for this role is $81,300 to $173,300. The base pay offered will be determined on factors such as experience, skills, training, location, certifications, and education. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives. We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs.
We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. Marsh & McLennan Agency offers competitive salaries and comprehensive benefits and programs including: health and welfare, tuition assistance, 401K, employee assistance program, domestic partnership benefits, career mobility, employee network groups, volunteer opportunities, and other programs. For more information about our company, please visit us at: http://marshmma.com/careers Show more details...
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