Description :

The Shared Services Data Assistant will manage insurance policy information. This position works closely with the client service teams to support the renewal and new business marketing and policy process.

JOB FUNCTIONS & RESPONSIBILITIES :

Collects, enters, and maintains insurance policy information received by the client service teams. Reviews and updates information as needed to ensure accuracy and validity of information.

Notifies and works with Shared Services management and IT to resolve data issues.

Effectively coordinate & communicate with Producers, Account Managers & Other Service Team Members. Using the systems and processes in place, communicate with all members of the Service Team.

Monitors, collects and processes policy documents from insurance carrier portals. Oversees other sources who assist with this process and notifies and works with Shared Services management and IT to resolve related issues.

Process and distribute insurance policies in conjunction with Graham’s Policy Checklist Coordinator and client service teams.

Manages projects related to Data Transformation Services.

Monitors, collects and prepares loss run information for the client service teams for the clients’ renewals.

Maintains all stored documents in designated electronic system and updates all databases as needed. This includes scanning and printing.

Prepares and sends correspondence on behalf of team members.

Creates reports for clients, underwriters, internal teams as needed.

Attends meetings relating to position and coordinates unit’s team meetings.

May pursue professional designations to support job related knowledge.

Performs various other duties and projects as needed including assisting other units, billing, loss summaries, updating specs, assisting with check listing, and other tasks.

JOB SPECIFICATIONS :

A high school diploma required with 3-5 years of administrative experience.

High proficiency in MS Office Suite.

Ability to use discretion and maintain confidentiality.

Above average spelling and grammar skills.

Ability to work in a team environment.

High level of organizational ability and ability to multi-task.

Professional demeanor.

Ability to be proactive and work independently.

Ability to work under tight deadlines.

Detail-oriented with good analytical skills.

Proficient in Graham standard computer applications.

Regular and predictable attendance in accordance with the limitations and reporting procedures established by The Graham Company from time to time.

Employees are required to be fit-for-duty which includes not being under the influence of drugs and / or alcohol. This includes any drugs that might impact an employee’s ability to safely perform their job.

PHYSICAL DEMANDS AND WORK ENVIRONMENT

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job, the employee is :

• Frequently required to sit; speak or hear; use hands to finger, handle, feel objects, and reach with hands and arms;
• Occasionally required to stand and walk;
• Extensive use of computer and keyboard and viewing of computer screen is required;

Specific vision abilities required by this job include vision, and ability to adjust focus.

Other working conditions are normal for an office environment.

WORK LOCATION

Work is typically in a hybrid manner at our MMA East / Graham site.

We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients.

Marsh & McLennan Agency offers competitive salaries and comprehensive benefits and programs including : health and welfare, tuition assistance, K, 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 : .

Last updated : 2024-04-23