Shared Services Data Assistant

Graham Company, a division of Marsh McLennan Agency, is an insurance brokerage and consulting firm committed to creating a healthy, safe, and prosperous tomorrow.

Summary

The Shared Services Data Assistant supports the accuracy, consistency, and timely maintenance of policy information across core systems. This role works closely with account management, production, and operational partners to address policy data requests, support renewal activity, and help sustain efficient workflow across the team. The position requires strong attention to detail, sound judgment, and a willingness to contribute to process improvement in a fast-paced environment.

Essential Duties and Responsibilities include, but are not limited, to the following:

• Collects, enters, reviews, and maintains insurance policy information received from the Operations Support team, ensuring records remain accurate, complete, and current. Escalates and partners with Shared Services leadership and IT to resolve data issues as needed.
• Coordinates effectively with Producers, Account Managers, and other service team members to support day-to-day business needs using established systems and processes.
• Manages the end-to-end loss run process for the Loss Information Unit, including requesting loss runs on behalf of team members, proactively obtaining updated loss information ahead of renewals, retrieving loss runs through carrier portals, and coordinating with carrier representatives or other contacts as needed. Partners closely with the India team to track outstanding requests, address delays, and ensure materials are available to the service team within established timelines.
• Provides support across departmental service-level agreements, including Billing, Policy Headers, Policy Downloads, Analytics, and Policy Checklisting.
• Maintains stored documents in designated electronic systems and updates databases and records as required.
• Supports workflow management and quality assurance standards in accordance with Graham guidelines.
• Prepares and routes correspondence on behalf of team members as needed.
• Participates in meetings related to the role and helps coordinate unit team meetings.
• Pursues professional development opportunities and may work toward relevant professional designations to strengthen job knowledge.
• Performs additional duties and project work as assigned, including support for other units, billing, loss summaries, spec updates, and checklisting activities.

Required Education and Experience

• High school diploma required; 3 to 5 years of administrative experience preferred.
• Advanced proficiency in Microsoft Office Suite.
• Experience working in a team-based, deadline-driven environment.
• Proficiency with standard computer applications.

Knowledge, Skills, and Abilities

• Strong attention to detail, organization, and analytical skills.
• Ability to manage multiple priorities and work independently with minimal supervision.
• High level of discretion and professionalism, with the ability to maintain confidentiality.
• Strong spelling, grammar, and written communication skills.
• Proactive approach to problem-solving and a willingness to learn new skills.
• Ability to work effectively across teams and maintain a collaborative, service-oriented approach.
• Regular and predictable attendance in accordance with company policy.
• Professional demeanor and the ability to work under tight deadlines.
• Integrity: Follows through on commitments while upholding quality and ethical standards.
• Accountability: Takes ownership, seeks and applies feedback, and makes thoughtful, reliable decisions.
• Innovation: Challenges the status quo, embraces change, and leverages shared workflows.
• Collaboration: Works effectively across teams, builds relationships, shares learnings, and leads with curiosity.
• Passion: Approaches work with discipline, enthusiasm, and willingness to embrace and overcome challenges.

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 accommodation 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 performed in a hybrid manner, minimum 2 days per week, at Marsh's Philadelphia, Pennsylvania office.

The applicable base salary range for this role is $55,000 to $65,000.

The base pay offered will be determined on factors such as experience, skills, training, location, certifications, and education. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.

We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs.

We value integrity, collaboration, passion, innovation, and accountability, and we are committed to making a difference in the moments that matter for our colleagues, clients, and communities.

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