Process and issue Certificates of Insurance for the Business Insurance Lines Department in accordance with the objectives and procedures outlined by the Director of Client Services and the Business Insurance Trainer.
Essential Duties & Responsibilities- Administer all aspects of Certificates:
- Process and issue Certificates of Insurance daily which accurately reflect coverages and policy terms based upon written requests
- Prepare annual renewals of certificates on a monthly basis.
- Review and research 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
- Provide certificates copies to carriers on a quarterly basis
- Produce Word and Excel documents and spreadsheets to maintain records.
- Provide excellent customer service by keeping daily contact with clients, Client Managers, Client Executives, and insurance companies.
- All other duties as assigned.
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.
- Successful work history to include 1 year experience in a professional office setting performing duties which required a high level of attention to detail.
- Proficiency with personal computers and Microsoft Office applications (i.e., Word and Excel) 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.
- Demonstrated ability to resolve problems and present results neatly, with clarity and precision in oral and written form.
- Ability to use computer keyboard and sit in a stationary position for extended periods.
- Work is performed in a typical interior/office work environment.
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The applicable base salary range for this role is $34,100 to $63,500.The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs.Skills Required
- Minimum 1 year experience in a professional office setting with high attention to detail.
- Proficiency with personal computers and Microsoft Office applications (Word and Excel); ability to operate standard office equipment.
- Experience preparing, processing, and issuing certificates of insurance or similar insurance documentation.
- Skill in organizing resources, establishing priorities, and managing multiple tasks and deadlines.
- Ability to work in a supporting role with a variety of associates and provide excellent customer service.
- Demonstrated ability to resolve problems and present results clearly in oral and written form.
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.
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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.
