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Assistant Account Manager
Mercer | Sioux Falls, South Dakota
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Job Description



You spend more time working than virtually anything else. Isn't your time worth more than just a paycheck? If so, Howalt+McDowell, a Marsh & McLennan Agency (MMA) located in Sioux Falls, SD may be the place for you. As an MMA colleague, you'll get personal and professional development, a driven and entrepreneurial team-oriented environment, and leaders at all levels who are committed to maintaining high levels of colleague engagement. Our talented colleagues work hard to make a difference in the moments that matter for our clients, communities and each other. Discover how much is possible as you grow or advance your career.

Job Summary: Provide assistance to Client Advocate's in the billing and processing of all new and renewal commercial business.

Essential Functions:

* Responsible for invoicing new, renewal, endorsements and audits.
* Assist with producing certificates of insurance, including renewal certificates, applications, and daily requests from Insureds.
* Provide clerical preparation for new and renewal policies, including setting-up both the Insured and agency copies, verifying original order, checking company forms.
* Validate policy accuracy with a detailed comparison between current and renewal policies.
* Process endorsements and audits when received back from companies, including checking for accuracy. Bill endorsement or audit if needed and assemble letter to the Insured to send with endorsement or audit.
* Assist in updating and creating detail in Agency Management System or other word processing documents/spreadsheets.
* Create Schedule of Insurance to be included with policy for delivery.
* Reconcile account discrepancies with the various carriers.
* Answer client questions via phone, e-mail or otherwise as necessary to resolve situations or provide additional clarity to clients.
* Process and send out Auto ID Cards as applicable.
* Identify opportunities for process improvement, efficiencies or consistencies within the Client Representative scope.
* Work closely with Client Advocate's to ensure all correspondence and information delivered to client is accurate and up to date.
* Read, practice and live the Code of Conduct for the agency. Be a participant in maintaining a strong work environment and culture for all team members.
* All other duties as assigned.

Desired Qualifications: Ability to effectively communicate both verbally and in writing. Maintain a positive work atmosphere by acting and communicating in a manner that instills good working relationships with customers, clients, co-workers and management. Computer proficiency with Management System, Outlook, Excel Spreadsheets, Word documents, faxing from PC and Internet search. Establishes priorities and organizes time efficiently to ensure that tasks are completed to meet or exceed deadlines. Education Requirements: P&C License required within six months of hire. CISR, INS, AU, or CIC designation required within 3 years.

Marsh & McLennan Companies and its Affiliates are EOE Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers.

About Mercer

Mercer HR Services employs 4,100 professionals in major international service centers located in Melbourne, Australia; Toronto, Canada; Dublin, Ireland; and London, England. In addition, 1,600 professionals work in four major US service centers located in Norwood, Mass.; Dallas and Houston, Tex.; and Deerfield, Ill. Mercer HR Services offers one of the most flexible and comprehensive HR services platforms available and provides complete outsourcing solutions for retirement plan administration and program management, health and benefits administration, absence management and Total Benefits Outsourcing (TBO) for HR services. Mercer Human Resource Consulting is a global leader for HR and related financial advice and services, with more than 15,000 employees serving clients from more than 180 cities and 42 countries and territories worldwide. The company is a wholly-owned subsidiary of Marsh & McLennan Companies, Inc., which lists its stock (ticker symbol: MMC) on the New York, Chicago and London stock exchanges.

This company profile was created by AfterCollege and is about Mercer. This page is not endorsed by or affiliated with Mercer. For questions regarding company profiles, please email: care@aftercollege.com.