Ensures timely and accurate production/processing of: draft policy wordings and endorsements for Senior Account Executive /Principal, draft renewal reports and insurance manuals, questionnaires to assess coverage needs, up to date computer system records, current and outstanding documentation follow ups and all other documentation.
Manage and prioritize own workload to meet individual SLA, KPI and Quality targets.
Adhere strictly to the Company's Quality practices and other systems and procedures
Perform step up Team Leader duties on an ad-hoc basis to support Operations team.
Maintain a basic understanding of the core aspects of relevant Insurance and related legislation (customer awareness)
Works with Senior Operations Services Executives and Operations Services Team Leaders to identify continuous improvement opportunities within operational processes.
Ensures 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, complex and confidential documentation, quotation and placing slips, premium and adjustment calculations, information and documentation for Pre-Renewal and Broking meetings and up to date computer system records.
Builds and maintains strong working relationships with internal and external stakeholders and maintains an awareness of the customer's business and insurance needs.
Mercer, a business of Marsh McLennan (NYSE: MMC), is a global leader in helping clients realize their investment objectives, shape the future of work and enhance health and retirement outcomes for their people. Marsh McLennan is a global leader in risk, strategy and people, advising clients in 130 countries across four businesses: Marsh, Guy Carpenter, Mercer and Oliver Wyman. With annual revenue of $24 billion and more than 90,000 colleagues, Marsh McLennan helps build the confidence to thrive through the power of perspective. For more information, visit , or follow on LinkedIn and X.
Marsh McLennan is committed to creating a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age, background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, or any other characteristic protected by applicable law.
Marsh McLennan is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office. All Marsh McLennan colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one "anchor day" per week on which their full team will be together in person.
R_327051