Invoicing Specialist I, Regional Billing Services
ESSENTIAL DUTIES & RESPONSIBILITIES:
Invoicing
Process invoices tasked to them daily by the service team, utilizing the agency management system. These duties include but are not limited to:
- Invoicing based on the documents provided by the service team.
- Completing the appropriate forms for premium verification based on the workflow.
- Following the outlined workflow for accounting to pay invoices generated by the team.
- Following the outlined workflow for surplus lines policies in various states.
Teamwork
Function as team member of the Agency Workforce to ensure superior service to all MMA Clients. These activities include but are not limited to:
- Perform tasks assigned as part of the Agency Standard Service Plan.
- Attend meetings as appropriate.
- Treat clients, prospects, and company employees with courtesy and respect.
- Contribute to a team approach toward meeting goals and providing excellent client service.
- Demonstrate cooperation and effective communication with clients, vendors and co-workers.
- Ability to service clients effectively through problem solving, confidentiality, diplomacy, sensitivity and tactfulness.
- Other duties as requested by manager.
- Provides guidance / quality check for other’s work.
Technical Expertise
Demonstrate the technical expertise to assist in maintaining the Client Insurance Program. These duties include but are not limited to:
- Complete Kaplan Pictorials
- Obtain insurance designations of CISR or equivalent.
- Verify accuracy of documents provided by service team.
- Communicate with insurance carriers as needed.
- Become proficient in all invoice scenarios.
REQUIREMENTS:
- Education: High School Diploma, or Equivalent
- No prior experience required. Applicants from the MMA Associate Program are eligible.
- Prefer 12+ months equivalent industry experience to include invoicing and basic insurance accounting math.
- Internal team rotation recommended (required if not training in a specific vertical)
- Ability to multi-task, prioritize work, and possess basic word processing and spreadsheet computer skills.
- Operational knowledge of various Windows-based application programs such as Outlook, Excel and Word
- Willing to work overtime due to cyclical nature of business.
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, career mobility, employee network groups, volunteer opportunities, and other programs. For more information about our company, please visit us at: http://marshmma.com/careers.
Skills Required
- High School Diploma or Equivalent
- Prefer 12+ months equivalent industry experience in invoicing and insurance accounting
- Basic word processing and spreadsheet skills
- Operational knowledge of Windows-based applications (Outlook, Excel, Word)
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.
