Insurance Associate - Surety
MMC

Job Info

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Department: Business Insurance

Status: Non-exempt

Reports To: Director of Operations

Summary:

Provide support for Surety colleagues in servicing clients in accordance with departmental objectives and procedures.

Essential Duties & Responsibilities:

Assist Surety Associates 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 incoming mail, client invoices, carrier invoices, endorsements, and various bond forms.
• Verify that documents are accurate. Process and file per procedures.
• Update Exdion and any other agency management system as needed.
• File documents in agency management system per guidelines.
• Provide support for surety associates by handling requests in a timely manner.
• Managing expiration lists.

• Become proficient in the use of technology systems, software and tools.
• 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.

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.

This job has expired.