Insurance Assistant
Marsh McLennan
- Anchorage, AK
- Permanent
- Full-time
- Process mail for coding and individual assignment based on the client team
- Mail monthly installment invoices or statements to clients
- Monitor department tasks for complete processing of checked policies
- Maintain policy records
- Data entry at the policy level
- Prepare policy to be checked by:
- Confirming all necessary documents are in the file
- Creating policy checking request form
- Send policy check task
- When checked policy is returned, if there are no errors, process the policy to the client OR
- If errors, process policy to client once CM has addressed the errors and requested appropriate changes.
- Review endorsements for accuracy. If correct, send to client with explanatory email. If there are errors, process request for correction.
- If endorsement has a return premium, request a 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
- Complete daily certificate requests
- Date off holder list according to procedure
- Collate certificate for distribution
- Add and maintain prospects and clients
- Update policy data
- Issue auto ID cards
- Create Acord forms
- Create schedules of insurance as requested
- Handle special projects as requested
- Loss runs and loss summary by request
- 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.
- A high school diploma and 1-2 years insurance related experience or professional office experience.
- Obtain and maintain a valid Alaska Business Insurance License.
- Obtain a Surplus Lines License in the first 2 years
- Achieve an AINS or INS Designation as well as have willingness to pursue continuing education in the form of insurance designations and professional development training.
- Must be proficient in 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.
- Strong oral and written communication skills and the ability to work with all levels of staff.
- Strong customer service orientation (internal customer focus).
- Generous time off, including personal and volunteering
- Tuition reimbursement and professional development opportunities
- Charitable contribution match programs
- Stock purchase opportunities