JOB TITLE: BI Associate
JOB TYPE: FLSA Non-Exempt
REPORTS TO: Learning & Development Specialist, Associate Program
POSITION SUMMARY:
The Associate position is designed to educate and train inexperienced colleagues, prepare them for licensing, and give them experience necessary for advancement within the agency service teams.
ESSENTIAL SKILLS:
- Ability to work independently and follow through on self-study assignments
- Active participation in training and discussions
- Adherence to Best Practices in policies and procedures
- Ability to comprehend and follow both oral and written instructions
- Attention to detail in work output
- Consistent follow up and/or follow through on assigned tasks
- Initiative in own development and growth
- Effective collaboration and teamwork
- Coachability
SUPPORT PROCESSES: Required processes and support will vary from team to team. Examples of routine tasks assigned to Associates include:
- Daily certificate requests
- Issuing auto ID cards
- Requesting, reviewing and/or processing policy changes
- Assigning work to, and reviewing work from, outsourced third party
- Assisting with policy renewal tasks such as loss runs, client surveys, updating client information, etc.
REQUIREMENTS:
- Obtain a valid P&C License within the first 90 days
- Operational knowledge of various Windows-based application programs such as Excel and Word
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: