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Insurance Associate - Private Company

Location: San Diego, California, United States

Company: Marsh & McLennan Agency

Job ID R_045386-en

Provide support for Client Administrators in servicing all lines of Business Insurance insurance in accordance with departmental objectives and procedures.

Essential Duties & Responsibilities

  • Assist Client Administrator 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.
    • Process client invoices, endorsements, certificates, binders, coverage policies, finance agreements and audits.
    • Ordering and reviewing loss run and claim status reports.
    • Documenting client files regarding action items, follow up of outstanding issues, and completed tasks.
    • Complete applications as needed.
    • Create certificate notebooks.
    • Managing expiration lists.
  • Process incoming mail to include policies, endorsements, invoices, loss control reports and Loss Runs.
    • Verify items needed to check incoming policies are available in ImageRight prior to providing the policy to the Client Administrator.
    • Set up original policies in binders.
    • Draft a Summary of Insurance for the Client Administrator to review.
    • Verify that Endorsements are accurate, prepare the invoice, transmit a signed copy to the client and close the corresponding diary entry in ImageRight.
    • File monthly installment and direct bill invoices, loss runs, and loss control reports.
  • Assist Client Administrator in handling business after the sale has been made and preparing for the marketing of renewal business.
    • Set up marketing folders and renewal workflow schedules.
    • Set up renewal policy files in ImageRight.
    • Gather and confirm information regarding new and renewal business through telephone and email contact with underwriters and clients.
  • Become proficient in the use of technology systems, software and tools such as ImageRight, Bar Coding and Scanning used to perform duties.
  • 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 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.
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