Company:
Marsh McLennan Agency
Description:
ESSENTIAL DUTIES AND RESPONSIBILITIES:
Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.

• Set up new prospects and complete customer data entry according to procedures.
• Process audits, order loss runs, run proposal and generate loss summaries.
• Establish and communicate schedules.
• Open, distribute, scan and route mail.
• Order office supplies (if applicable).
• Show proficiency in utilizing resources and software to generate reports and/or other requested information.
• Invoice premiums related to clients.
• Complete routinely daily, weekly, and monthly reports, as assigned.
• Research and resolve policy discrepancies.
• Monitor real-time call arrival patterns to ensure satisfactory service levels. Keep manuals and carrier information up to date and retain knowledge of carrier and industry changes.
• Retrieve information from carrier websites, as required, and keep our Client Management system appropriately updated.
• Maintain production goals for completing work, while maintaining high quality. Support service and production team in reaching overall agency revenue and retention goals. Maintain up-to-date knowledge of departmental systems, related technology, and policies and procedures.
• Perform other duties, as assigned.

Required Qualifications:
The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Strong organizational skills
• High school graduate or equivalent
• Demonstrated proficiency in basic computer applications such as Microsoft Office software products.

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