Clark Insurance Shreveport , LA 71101
Posted 2 weeks ago
Company:
Marsh McLennan Agency
Description:
ESSENTIAL DUTIES & RESPONSIBILITIES:
Documentation
Process documents necessary to maintain the Client Insurance Program, utilizing agency management system. These duties include but are not limited to
Generate surveys and request renewal applications
Prepare Loss Summaries
Prepare Proposals for renewal terms
Initiate Premium Finance Requests
Issue Certificates of Insurance and Auto ID cards
Prepare Schedules of Insurance for delivery to client
Prepare policies for delivery to client
Process Policy Audits and Monthly Reports
Identify and resolve Accounting discrepancies
Create requests for changes to client's coverages
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 with Risk Management Team as appropriate.
Manage client's use of Certificate program, conducting training of client as needed.
Treat clients, prospects, and company employees with courtesy and respect.
Contribute to a team approach toward meeting goals and providing excellent client service.
Coordinate and monitor usage and quality of outsourcing teams
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 members of Service Team
Technical Expertise
Demonstrate the technical expertise to assist in maintaining the Client Insurance Program. These duties include but are not limited to:
Obtain insurance designations of CISR or equivalent
Verify accuracy of endorsements and invoice as necessary
Comprehend Insurance Contract requirements for Certificates
Communicate with insurance carriers as needed
Communicate with clients as needed
Become proficient using premium analysis software.
REQUIREMENTS:
Education: College Degree, preferred
12 to 18 months insurance industry experience or comparable customer service experience required
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 Excel and Word
Willing to work overtime due to cyclical nature of business.
Marsh & McLennan Agency LLC , provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, MHBT complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.
Clark Insurance