Insurance Client Operations Representative

Reposted 21 Hours Ago
Be an Early Applicant
Lake Meade, PA, USA
In-Office
Junior
Fintech • HR Tech • Insurance • Consulting
The Role
Process client paperwork for new policies, renewals, endorsements, rewrites, and cancellations; enter and verify data in agency systems; prioritize daily work, follow workflows, meet accuracy and processing goals, research incomplete items, escalate issues, and ensure regulatory and policy compliance.
Summary Generated by Built In
Company:Marsh McLennan Agency

Description:

Our not-so-secret sauce.

Award-winning, inclusive, Top Workplace culture doesn’t happen overnight. It’s a result of hard work by extraordinary people. More than 10,000 of the industry’s brightest talent drive our efforts to deliver purposeful work and meaningful impact every day. Learn more about what makes us different and how you can thrive as an Operations Representative at MMA Private Client Services – National in Las Vegas.

Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With 170 offices across North America, we combine the personalized service model of a local consultant with the global resources of the world’s leading professional services firm, Marsh McLennan (NYSE: MMC).   

A day in the life. 

This position will be based out of our Las Vegas office.

As our Operations Representative on the Private Client Services team, you’ll be responsible for the accurate and timely processing of all client paperwork, including new policies, renewals, endorsements, rewrites, and cancellations. This is an exciting opportunity that can provide an interested and motivated individual with skill sets for professional growth and advancement:

  • Upon receiving daily allocation of work, prioritizes based on the time sensitivity of the documents and then determines the appropriate actions to be taken
  • Processes the appropriate activity within the Agency Management System. This may involve data entering account information into the system, checking the information received against the data already entered into the system, and/or cross-checking the information against the carrier system when available
  • On a limited basis, when information for an activity is vague or incomplete, performs research within the Agency Management System to obtain necessary information and notify servicing agent of findings.
  • Escalates emerging issues to the Lead Operations Representative or Operations Manager as appropriate
  • Follows up on all personal open activities within the Agency Management System to ensure they are completed
  • Maintains up-to-date workflow documentation and ensures workflows are adhered to when processing individual paperwork
  • Meets or exceeds individual daily processing requirements and monthly accuracy goals
  • Ensures that all regulatory requirements are met and complies with all internal policies and procedures

Our future colleague. 

We’d love to meet you if your professional track record includes these skills: 

  • High School diploma
  • 1-2+ years of professional work experience, office experience with computer-based work preferred
  • Proficiency use of MS Office tools i.e., Word, Outlook, Excel, and PowerPoint
  • Excellent written and verbal communication skills to effectively interact with clients and internal customers
  • Excellent organizational and time-management skills to handle multiple tasks
  • Strong attention to detail with a focus on accuracy

These additional qualifications are a plus, but not required to apply:

  • Strong MS Office skills
  • Ability to prioritize to meet deadlines
  • Previous insurance industry knowledge and expertise
  • Previous experience interacting with clients

We know there are excellent candidates who might not check all of these boxes. Don’t be shy. If you’re close, we’d be very interested in meeting you.

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 
  • Hybrid and flexible work 
  • Charitable contribution match programs 
  • Stock purchase opportunities 
  • Inclusive Culture
  • Competitive compensation     

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://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. 

#LI-Hybrid

#MMAPCSN

Skills Required

  • High School diploma
  • 1-2+ years of professional work experience, office experience with computer-based work preferred
  • Proficiency with MS Office tools (Word, Outlook, Excel, PowerPoint)
  • Excellent written and verbal communication skills
  • Excellent organizational and time-management skills
  • Strong attention to detail with a focus on accuracy
  • Ability to prioritize to meet deadlines
  • Previous insurance industry knowledge and expertise
  • Previous experience interacting with clients

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.

  • 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.
  • 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.
  • 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

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The Company
HQ: New York, NY
78,000 Employees
Year Founded: 1871

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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