Certificate Specialist jobs in United States
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Marsh McLennan Agency ยท 1 day ago

Certificate Specialist

Marsh McLennan Agency is a company focused on providing business insurance solutions, and they are seeking a Certificate Specialist to issue certificates of insurance for the Business Insurance department. The role involves processing requests, maintaining client records, and ensuring excellent customer service.

Employee BenefitsHealth CareInsuranceRetirement
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Growth Opportunities

Responsibilities

Process and issue certificates of insurance daily which accurately reflect coverages and policy terms based upon written requests
Review client policies to determine proper limits, coverages, and deductibles
Copy and distribute/mail documents when requested
Maintain client files in document management system
Maintain client portal records as it pertains to certificates
Assist in the processing of final audits
Produce word and excel documents and spreadsheets to maintain records
Provide excellent customer service
All other duties as assigned

Qualification

Alaska Business Insurance LicenseMicrosoft OfficeDocument managementAttention to detailCustomer serviceOrganizational skillsProblem-solving

Required

A high school diploma and 1 year experience in a professional office setting performing duties which required a high level of attention to detail
Obtain and maintain a valid Alaska Business Insurance License
Proficient in Microsoft Office software (Word, Excel, and Outlook) with the ability to operate standard office equipment is required
Skill in organizing resources and establishing priorities
Ability to work in a supporting role with a variety of associates
Demonstrate the ability to resolve problems and present results neatly, with clarity and precision in oral and written form

Benefits

Generous time off, including personal and volunteering
Tuition reimbursement and professional development opportunities
Charitable contribution match programs
Stock purchase opportunities

Company

Marsh McLennan Agency

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Marsh McLennan is an insurance company that provides business insurance, employee benefits, and private client insurance solutions. It is a sub-organization of Marsh & McLennan.

Funding

Current Stage
Late Stage

Leadership Team

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Ben Newman
Chief Financial Officer
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Michael Harris
COO
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Company data provided by crunchbase