Marsh & McLennan Insurance Clerk in Urbandale, Iowa
The purpose of this position is to provide internal support to all colleagues within the department. This position works within established procedures performing the essential functions.
Creates new business and renewal packets/kits and ensures paperwork is sent to applicant.
Conducts application entry through prepping and coding information into system.
Handles routine verbal and written inquires and transactions concerning policies and invoices. Documents and maintains insured’s files and system on all transactions. Documents correspondence to maintain a log and route as appropriate. Accesses carrier systems to complete credentialing and loss run requests and prepare the appropriate client communication material based on the findings. Manages tasks according to guidelines to meet departmental standards.Administrative Tasks
Provides assistance to insurance professionals by performing miscellaneous functions such as photocopying, faxing, scanning, word processing, and filing. Handles incoming and outgoing departmental mail. Monitors and orders departmental supplies. Answers incoming phone calls and greets walk-in customers (Dearborn office). Identifies process improvements and communicates recommendations to management.