The Client Analyst position prepares individuals for a career in client service. Our structured program is designed to educate and prepare self-motivated individuals for a rewarding career at Marsh McLennan Agency. You will be trained by the industry elite and be mentored by seasoned insurance professionals who invest time and resources into your professional growth and success.
Principal Duties and Responsibilities
Respond to departmental requests for administrative assistance
Assist in maintaining files and records in eMMA and set up client shells in Sagitta
Provide clerical assistance with copying, faxing, mass mailings, assembling binders and scanning files as needed
Download department mail from insurance carrier websites daily
Sort, scan and distribute via ImageRight Tasks mail and communications daily
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
Establish and maintain effective working relations with other associates
Develop familiarity with the department, its functions, and 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
Enroll in an AIS or AINS designation course
Earn a P&C Producers license upon completion of the program
Other duties as assigned
Knowledge, Skills and Abilities
Required:
Ability to obtain an AZ Property & Casualty Producer License with 90 days of hire
Proficiency in Microsoft Excel and working knowledge in Word, Outlook and PowerPoint
1+ years in office or customer service environment
Ability to effectively communicate, both written and verbally, with internal and external parties
Excellent time management, organizational and multi-tasking skills with high attention to detail
Ability to build and maintain effective relationships with carriers, peers and clients
Ability to work independently and in cross-functional teams
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