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Insurance Associate

Marsh McLennan · San Diego, California, US

Company: Marsh McLennan Agency Description: Provide support for Client Administrators and Client Managers in servicing all lines of Business Insurance in acc...

Job description

Company: Marsh McLennan Agency Description: 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. -...