Insurance Assistant - Private Client Services - Marsh - St. Louis, MO: Marsh

• Provides day-to-day administrative support for the PCS office team, including phone coverage, opening and sorting mail, filing and document processing.
• Assists in the preparation of proposals for prospects and stewardship reviews for existing clients.
• Prepares Summaries of Insurance.
• Assists department team members with quoting as needed.
• Researches requests for information and communicates findings to the appropriate colleague.
• Processes activities within the Applied system.
• Escalates emerging prospect or client issues to the appropriate colleague as necessary.
• Maintains up-to-date Applied workflow documentation and ensures workflows are adhered to when processing individual paperwork.
• May participate with other members of the PCS office team in handling direct client responsibilities where qualified and licensed.
• Complies with all internal policies and procedures.
• Ensures all regulatory requirements are met if handling direct client responsibilities.
• Other duties as assigned.

• Minimum one year of office support experience required.
• Insurance experience with a demonstrated knowledge of insurance products highly preferred.
• High School diploma or equivalent required.
• Must meet required insurance licensing requirements if assigned direct client responsibilities.
• Detail oriented with strong organizational skills.
• Demonstrated ability to follow detailed instructions is essential, along with proven problem solving skills.
• Effective verbal and written communication skills and demonstrate the ability to work well within a team.
• Strong typing skills necessary.
• Proficient in the use of personal computers and supporting software in a Windows based environment, including MS Word and Lotus Notes; experience using customer or contact relationship management software strongly preferred, knowledge of Applied is ideal.
• Proven ability to handle multiple tasks and respond with a sense of urgency as required.
• Demonstrated professional and ethical business practices, adherence to company standards, and a commitment to personal and professional development.