Demo

Insurance Operations Specialist

US012 Marsh & McLennan Agency LLC
Tampa, FL Full Time
POSTED ON 1/22/2025
AVAILABLE BEFORE 4/19/2025

Description :

Insurance Operations Specialist

Our not-so-secret sauce.

Award-winning, inclusive, Top Workplace culture doesn’t happen overnight. It’s a result of hard work by extraordinary people. The industry’s brightest talent drive our efforts to deliver purposeful work and meaningful impact every day. Learn more about what makes us different and how you can make your mark as an Insurance Operations Specialist at MMA.

Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With offices across North America, we combine the personalized service model of a local consultant with the global resources of the world’s leading professional services firm, Marsh McLennan (NYSE : MMC).

A Day in the Life

Location : This role is flexible in location, with the potential for the right candidate to be situated in our main office in Fort Lauderdale or in any of our various locations throughout South Florida. This would include the following locations : Miami / Doral, Palm Beach Gardens, Vero Beach, Maitland and / or Tampa and Clearwater. This is a hybrid position, accommodating both in-office and remote work arrangements. This position is set in a high-volume, dynamic environment that requires a balance of accuracy and efficiency. The ideal candidate will be comfortable managing multiple tasks and deadlines.

We are currently seeking an Insurance Operations Specialist to become an integral part of our Operations Excellence Team. This role involves comprehensive support across different departments, including health and benefits, business insurance, and, notably, personal lines. The primary focus will be on Personal Lines / Private Client Servicespersonal lines insurance, yet the candidate will engage with multiple lines of business, contributing to operational efficiency and process improvement throughout the organization.

As our Operations Specialist on the Personal Lines Insurance team, you'llyou will take part in :

  • Developing, documenting, and training process improvements
  • License and Appointment Management : Assist with managing carrier appointments for licensed individuals.
  • Assisting with producer-split agreements and cross-selling initiatives
  • Data Management and Reporting : Obtaining, processing, and interpreting data from multiple agency management systems to produce coherent reports that drive business decisionsdecisions.
  • Assist with managing vendor payable invoices.
  • Continuous Process Improvement : The ability to identify, discuss, and implement process improvements, with a strong emphasis on efficiency and effectiveness.
  • Perform global changes upon request, adjusting operations and procedures in response to business needs.
  • Compliance Process Development : Assisting with or leading the development of compliance processes, ensuring they are comprehensive, enforceable, and in line with current industry standards and best practices.
  • Assist with or manage updates and changes to carrier logins, licensing, contracts, etc.
  • Assist with management system updates and changes.

Our future colleague.

We would love to meet you if your professional track record includes these skills :

  • High school diploma or equivalent
  • At least one year of insurance agency experience
  • Proficiency with MS Office, including Excel (strong proficiency with Pivot Tables)
  • Strong analytical skills, including critical thinking, data analysis, and research
  • Big picture thinker, sees the whole value chain of the customer experience
  • Strong verbal and written communication and presentation skills
  • Ability to collaborate cross-functionally
  • Self-motivated individual who is very detailed oriented, thorough, and organized
  • These additional qualifications are a plus, but not required to apply :

  • Bachelor’s degree or higher
  • Active and Current 2-20 insurance license
  • Experience with EPIC, Sagitta, and Image Right
  • PowerBI experience
  • We know there are excellent candidates who might not check all of these boxes. Do not be shy. If you are close, we’d be very interested in meeting you.

    Valuable benefits.

    We value and respect the impact our colleagues make every day both inside and outside our organization. We have built a culture that promotes colleague well-being through robust benefit programs and resources, encourages professional and personal development, and celebrates opportunities to pursue the projects and causes that give colleagues fulfilment outside of work. .

    Some benefits included in this role are :

  • Generous time off, including personal and volunteering
  • Tuition reimbursement and professional development opportunities
  • Hybrid and flexible work
  • Charitable contribution match programs
  • Stock purchase opportunities
  • Competitive compensation
  • Entrepreneurial leadership
  • Unmatched, scalable resources
  • Committed to core values
  • Inclusive culture
  • If your compensation planning software is too rigid to deploy winning incentive strategies, it’s time to find an adaptable solution. Compensation Planning
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