Location: Houston,TX, USA
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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