Marsh McLennan · 1 month ago
Business Insurance Service Trainee
Aliso Viejo - Polaris
Full-time
Hybrid
Entry Level
$36K/yr - $66K/yr
1+ years expMarsh McLennan Agency is seeking a Business Insurance Service Trainee to prepare individuals for advancement into various insurance roles. The trainee will perform administrative tasks while developing familiarity with departmental functions and will have opportunities for training and advancement.
Financial ServicesProfessional ServicesService Industry
Responsibilities
Respond to departmental requests for administrative assistance with the following:
Create Word documents and Excel spreadsheets
Assist in maintaining files and records in eMMA
Set up client shells in Sagitta
Provide clerical assistance with copying, faxing, mass mailings, assembling binders and scanning files as needed
Daily Download Department mail from Insurance Carrier Websites
Sort, scan and distribute via ImageRight Tasks mail and communications daily
Handle special projects as assigned
Process Loss Run reports
Request loss runs based on monthly reports and in accordance with the carrier’s requirements
Follow up with the carrier or wholesaler until loss run is received and filed in electronic filing system
Inform Client Administrator/ Manager if the loss run will be delayed
Process Rush requests as needed
Establish and maintain effective working relations with other associates
Identify needs and competencies to be acquired for advancement, and make use of appropriate training opportunities
Communicate system or process related problems to supervisor
Plan ahead and problem solve - anticipate, report, and help resolve problems that may occur. Start learning coverages by reading Kaplan books and attending coverage training classes when offered
Enrollment in AIS or AINS designation course
If potential for advancement is recognized by supervisor, enrollment in insurance licensing school and passing the Property & Casualty licensing test is required for advancement
Qualification
Required
A bachelor's degree or ability to receive the degree within two to three months, or 1-3 years of experience performing in a professional administrative or customer service capacity is required
Proficient with Microsoft Office software (Word, Excel, and Outlook)
Successful work history demonstrating reliability and a positive attitude
Demonstrated ability to prioritize tasks, and set and achieve goals
Demonstrated ability to think logically in solving problems assigned and present results neatly, with clarity and precision in oral and written form
Attention to detail and an appreciation for a job well done
Benefits
Health and welfare benefits
Tuition assistance
401K savings
Other retirement programs
Employee assistance programs
Company
Marsh McLennan
Marsh McLennan (NYSE: MMC) is a global leader in risk, strategy and people, advising clients in 130 countries across four businesses: Marsh, Guy Carpenter, Mercer and Oliver Wyman.
10001+ employees
H1B Sponsorship
Marsh McLennan has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (4)
2024 (2)
2023 (8)
2022 (6)
2020 (11)
Funding
Current Stage
Public CompanyTotal Funding
$11.2B2024-10-30Post Ipo Debt· $7.25B
2024-02-14Post Ipo Debt· $1B
2023-09-06Post Ipo Debt· $1.6B
Leadership Team
Joe Hayes
Senior Vice President, COO Private Client Services
Katherine Brennan
SVP & General Counsel
Recent News
2025-12-01
MarketScreener
2025-11-21
2025-10-17
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