BI - CERTIFICATE SPECIALIST
DEPARTMENT: BUSINESS INSURANCE STATUS: NON-EXEMPTSUMMARY:
As a Certificate Specialist on the Leadbetter team, the primary focus is to issue certificates of insurance for the BI department in accordance with the objectives and procedures outlined by the director of client services and the business insurance trainer.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
- Administer all aspects of certificates:
- Process and issue certificates of insurance daily which accurately reflect coverages and policy terms based upon written requests
- Review client policies to determine proper limits, coverages, and deductibles
- Copy and distribute/mail documents when requested
- Maintain client files in document management system
- Maintain client portal records as it pertains to certificates
- Assist in the processing of final audits
- Produce word and excel documents and spreadsheets to maintain records
- Provide excellent customer service
- All other duties as assigned
EDUCATION AND/OR EXPERIENCE:
A successful candidate will be a service oriented individual with high personal standards and a hands-on work style. This position requires an individual who is comfortable working at a varying pace, managing multiple tasks and deadlines simultaneously, adjusting priorities often, and managing frequent interruptions.
- A high school diploma and 1 year experience in a professional office setting performing duties which required a high level of attention to detail.
- Obtain and maintain a valid Alaska Business Insurance License.
- Proficient in Microsoft Office software (Word, Excel, and Outlook) with the ability to operate standard office equipment is required.
- Skill in organizing resources and establishing priorities.
- Ability to work in a supporting role with a variety of associates.
- Demonstrate the ability to resolve problems and present results neatly, with clarity and precision in oral and written form.
VALUABLE BENEFITS:
We value and respect the impact our colleagues make every day both inside and outside our organization. We’ve built a culture that promotes colleague well-being through robust benefit programs and resources, encourages professional and personal development, and celebrates opportunities to pursue the projects and causes that give colleagues fulfilment outside of work.
Some benefits included in this role are:
- Generous time off, including personal and volunteering
- Tuition reimbursement and professional development opportunities
- Charitable contribution match programs
- Stock purchase opportunities
To learn more about a career at MMA, check us out online: http://marshmma.com/careers or flip through our recruiting brochure: https://bit.ly/3Qpcjmw
Follow us on social media to meet our colleagues and see what makes us tick:
- https://www.instagram.com/lifeatmma/
- https://www.facebook.com/LifeatMMA
- https://twitter.com/LifeatMMA
- https://www.linkedin.com/company/marsh-mclennan-agency/
Who you are is who we are.
We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. We are always seeking those with ethics, talent, and ambition who are interested in joining our client-focused teams.
Marsh McLennan and its affiliates are EOE Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers.
Skills Required
- High school diploma and 1 year office experience with strong attention to detail
- Obtain and maintain a valid Alaska Business Insurance License
- Proficiency in Microsoft Word, Excel, and Outlook
- Ability to operate standard office equipment
- Skill in organizing resources and establishing priorities
- Ability to work in a supporting role with a variety of associates
- Strong problem-resolution skills and clear oral and written communication
Marsh McLennan Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Marsh McLennan and has not been reviewed or approved by Marsh McLennan.
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Leave & Time Off Breadth — Leave offerings are described as generous, including sizable PTO, paid holidays, paid sick days, and additional time off such as paid volunteer time and “Summer days.” These time-off benefits are portrayed as a standout part of the overall rewards package.
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Healthcare Strength — Healthcare coverage is characterized as comprehensive, spanning medical, dental, and vision options, with additional supports like disability and life insurance and access to mental health resources and an EAP. The breadth of plan options is positioned as a core strength of the benefits package.
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Retirement Support — Retirement benefits are framed as solid, with 401(k) programs and employer matching frequently highlighted alongside other financial programs. Stock purchase options are also referenced as an additional wealth-building component of the total rewards mix.
Marsh McLennan Insights
What We Do
Marsh McLennan (NYSE: MMC) brings together nearly 78,000 experts in risk, strategy, and people across Marsh, Guy Carpenter, Mercer, and Oliver Wyman, serving clients in over 130 countries. Marsh enables enterprise worldwide by helping clients manage risks, transforming uncertainty into opportunity. Guy Carpenter helps clients grow profitably with reinsurance broking expertise, advisory services, and advanced analytics. Mercer helps organizations advance the health, wealth, and careers of their most vital asset — their people. Oliver Wyman’s expertise in strategy, operations, risk, and organization transformation changes what is possible for our clients, their industries, and society. Together, we combine a unique range of capabilities to help our clients solve problems, seize opportunities, and build lasting success in increasingly complex operating environments.
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