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Marsh & McLennan Companies

Operations Specialist III

Marsh & McLennan Companies - Los Angeles, CA


Position Summary: Provide support to Client Facing Brokers in all aspects of administration and technical support through the accurate, efficient and timely production of most complex policies and related documentation, including sending closing documentation to appropriate parties. Role will demonstrate increased technical proficiency (with the ability to answer questions on transactional questions), leadership skills, peer level coaching, issue resolution, and work delegation. Sales and Retention Operations Support Manage growth and retention related activities across geographies  Collaborate with geographic leaders to develop and manage key growth and retention strategies  Facilitate the recruiting process; train/on-board new producers  Drive communication efforts to engage production colleagues  Support local price/volume fee lift initiatives and retention of business  Collaborate with Account Owners to schedule Client Surveys and Vulnerability Assessments, and administer the follow-up process

Drive MarshForce adoption and utilization related to growth and retention activities 
Utilize MarshForce and management reports to drive growth strategy and ensure opportunities are advancing through the funnel  Manage MarshForce data integrity routines  Deliver training for new users and for existing users when needed; act as an on-going advocate for adoption of the tool

Responsibilities: Report Preparation Ensure timely and accurate production/processing of: Draft policy wordings and endorsements for Senior Account Executive / Principal Draft renewal reports and insurance manuals Questionnaires to asses coverage needs Up to date computer system records Current and outstanding documentation follow ups All other documentation (e.g.: tax filings and third party forms)

Administration and Documentation Ensure timely and accurate production/processing of: Invoices and related policy documentation Quotation and placing slips Premium and adjustment calculations Claims histories Up to date computer system records Current and outstanding documentation follow ups All other documentation (e.g.: tax filings and third party forms)

Production/processing of complex and confidential documentation when required including: Invoices and related policy documentation Quotation and placing slips Premium and adjustment calculations Information and documentation for Pre-Renewal and Broking meetings Up to date computer system records Current and outstanding documentation follow ups All other documentation (e.g.: tax filings and third party forms)

Workflow Administration Contribute to the achievement of Operations team Service Level Agreements (SLA) , Key Performance Indicators (KPI) and business objectives Manage and prioritize own workload to meet individual SLA, KPI and Quality targets. Processing of complex transactions and resolution of escalated matters within SLA Perform step up Team Leader duties on an ad-hoc basis to support Operations team.
Customer Awareness Maintain a basic understanding of the core aspects of relevant Insurance and related legislation Support Senior Account Executives/Principals with the development, implementation and management of risk management and insurance programs, which accurately address customer needs Work with Senior Operations Services Executive and Operations Services Team Leader to identify continuous improvement opportunities within operational processes Build and maintain strong working relationships with internal and external stakeholders. General servicing skills and etiquette Maintain an awareness of the customer’s business and insurance needs, noting all briefing information provided by Senior Servicing and Broking Manager
Compliance Adhere strictly to the Company's Quality practices and other systems and procedures Comply fully with the Company's Errors and Omissions avoidance policy Comply with company policy for continuous professional development Possess a thorough working knowledge of all aspects of the Insurance (Agents & Brokers) Act, Insurance Contracts Act, Fire Services Levy, Stamp Duties, Worker's Compensation and other relevant legislation
QualificationsEducation: College/university degree or equivalent work experience
Experience: 3-5 years previous work experience, with 2-3 years previous insurance or financial services experience
Knowledge and skills: Project Management (ability to establish goals and develop and implement plans of action). Ability to interface with colleagues at all levels within the organization Clear and concise oral and written communication skills Strong numerical skills Excellent organization skills – able to prioritize work and meet deadlines Excellent interpersonal skills – able to work within a team Comfortable and experience working with technology (solutions) Proficient in Microsoft Office tools (or equivalent) – Outlook, Word and Excel Insurance knowledge Relevant industry practice or Line of Business experience Insurance market, clients and claims management skills related to area of expertise Proven experience of effective resource and cost management Strong leadership qualities Strong networking skills Strong problem solving capabilities Ability to handle complex and difficult negotiations and influence stakeholders
Other requirements: Certification or licenses as required by jurisdictions
Marsh is a global leader in insurance broking and risk management. In more than 130 countries, our experts in every facet of risk and across industries help clients to anticipate, quantify, and more fully understand the range of risks they face. We work with clients of all sizes to define, design, and deliver innovative solutions to better quantify and manage risk. We offer risk management, risk consulting, insurance broking, alternative risk financing, and insurance program management services to businesses, government entities, organizations, and individuals around the world. To every client interaction we bring an unmatched combination of deep intellectual capital, industry-specific expertise, global experience, and collaboration. Since 1871, clients have relied on Marsh for trusted advice, to represent their interests in the marketplace, make sense of an increasingly complex world, and help turn risks into new opportunities for growth. Our more than 30,000 colleagues work on behalf of our clients, who are enterprises of all sizes in every industry, and include individuals, multinational organizations, and government entities worldwide. We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. Visit www.marsh.com for more information and follow us on LinkedIn and Twitter @MarshGlobal Marsh and its separately incorporated operating entities around the world are part of Marsh & McLennan Companies, a publicly held company (ticker symbol: MMC). Marsh & McLennan Companies offers competitive salaries and comprehensive benefits and programs including: health and welfare, tuition assistance, 401K, employee assistance program, domestic partnership benefits, career mobility, employee network groups, volunteer opportunities, and other programs. For more information about our company, please visit us at: www.mmc.com/. We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. For more information, please visit us at: www.mmc.com/diversity. Marsh & McLennan Companies and its Affiliates are EOE Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers.

9 days

Marsh & McLennan Companies

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Operations Specialist III Marsh & McLennan Companies - Los Angeles, CA, United States

   

Location: Los Angeles, CA

Company Profile:
Marsh & McLennan Companies is the premier global professional services firm providing advice and solutions in risk, strategy and human capital. Through our market leading brands, colleagues in more than 100 countries help clients identify, plan for and respond to critical business issues and risks. Risk and Insurance Services Marsh is the world leader in delivering risk and insurance services and solutions to clients. It provides global risk management, risk consulting, insurance broking, alternative risk financing, and insurance program management services for businesses, public entities, associations, professional services organizations, and private clients. Marsh is organized by client, industry, and risk categories to facilitate the global delivery of highly specialized products and services covering a wide spectrum of risks.