Marsh & McLennan Commercial Lines Account Assistant in Fargo, North Dakota

Commercial Lines Account Assistant

Description

Job Title: Commercial Lines Account Assistant

Department: Commercial Lines

Reports To: Commercial Lines Account Assistant Supervisor

FLSA Status: Non exempt

Summary:Assists Account Managers by making calls to clients or companies when necessary, processing changes and policies and providing service to clients and agents as instructed by the Account Manager, by performing the following:

Essential Duties and Responsibilities:

  1. Process change endorsements and audits, checking for accuracy

  2. Process renewals and new policies, write letters, and neatly prepare for AccountManager/mailing

  3. Prepare and process all requests for certificates of insurance as required within 3 hours ofrequest

  4. Invoice all premium bearing transactions

  5. Handle telephone requests and correspondence in reference to assigned clients

  6. Maintain all client activity and suspense items in the agency automation system

  7. Prepare ID cards, evidence of property, certificates, binders, and/or obtain underwriterapproval on manuscript endorsements

  8. Prepare questionnaires and any other documents required by the various companies

  9. Communicate with companies as needed

  10. Prioritize work load and/or request for assistance as required

  11. Problem solve as much as possible prior to seeking Account Manager assistance

  12. Seek advice from Account Managers when problems arise with accounts

  13. Assist Account Managers with other job responsibilities as assigned

  14. Follow the guidelines outlined in our employee manual

  15. Keep current on rates, forms and coverage changes through circulars and bulletins, tradepublications and seminars and schools offered

  16. Maintain required licenses

  17. Attend monthly commercial lines meetings and account manager meetings

  18. Compares and verifies data such as premiums, coverages, limits, etc. bound with samedata on other records.

Supervisory Responsibilities

This job has no supervisory responsibilities.

Qualifications

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Education and/or Experience

High school diploma or general education degree (GED); or one to three months related experience and/or training; or equivalent combination of education and experience.

Language Skills

Ability to read and comprehend simple instructions, short correspondence, and memos. Ability to write simple correspondence. Ability to effectively present information in one-on-one and small group situations to customers, clients, and other employees of the organization.

Mathematical Skills

Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals. Ability to compute rate, ratio, and percent and to draw and interpret bar graphs.

Reasoning Ability

Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to interpret a variety of

instructions furnished in written, oral, diagram, or schedule form.

Computer Skills

To perform this job successfully, an individual must become proficient in the agency's data management system and internet search engines; Microsoft Office, Microsoft Excel and Microsoft Word.

Certificates, Licenses, Registrations

Agent license a requirement

Education and/or ExperienceHigh school diploma or general education degree (GED); or one to three months related experience and/or training; or equivalent combination of education and experience.Language SkillsAbility to read and comprehend simple instructions, short correspondence, and memos. Ability to write simple correspondence. Ability to effectively present information in one-on-one and small group situations to customers, clients, and other employees of the organization.Mathematical SkillsAbility to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals. Ability to compute rate, ratio, and percent and to draw and interpret bar graphs.Reasoning AbilityAbility to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to interpret a variety ofinstructions furnished in written, oral, diagram, or schedule form.Computer SkillsTo perform this job successfully, an individual must become proficient in the agency's data management system and internet search engines; Microsoft Office, Microsoft Excel and Microsoft Word.Certificates, Licenses, RegistrationsAgent license a requirement

Job Commercial

Primary Location US-ND-Fargo

Marsh & McLennan Companies and its Affiliates are EOE Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers.

Req ID: FAR00008