Insurance Associate

Company:

Description:

Our notsosecret sauce.

Awardwinning inclusive Top Workplace culture doesnt happen overnight. Its a result of hard work by extraordinary people. More than 11000 of the industrys 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 thrive as an Insurance Associate at MMA Private Client Services.

Marsh McLennan Agency (MMA) provides business insurance employee health & benefits retirement and private client insurance solutions to organizations and individuals seeking limitless possibilities. With 170 offices across North America we combine the personalized service model of a local consultant with the global resources of the worlds leading professional services firm Marsh McLennan (NYSE: MMC).

A day in the life Hybrid schedule

The Insurance Associate helps facilitate the daytoday operation of the MMA Private Client Services team. This entails collaborating with the Client Advisory teams to provide critical support in the preparation for prospect and client meetings. This role provides a career path and exposure into our broader Private Client Services National organization.

As Insurance Associate on the Private Client Services team youll:

• Assist in the client review process by ordering designated summaries in advance of the review target date and provide assistance to the team in preparation of stewardship reviews; updating summaries; creating spreadsheets and other documents as requested; binding; obtaining quotes; remarketing where applicable.
• Assist in the new business process by establishing applied file creating binders identification cards cancellation forms and coordination of new business policy delivery.
• At client advisor manager/client advisors direction quote coverages via carrier websites locate carrier specific information and obtain policy declarations.
• Schedule client carrier and guest visits including security clearance meeting space reservations and proper greeting.
• Process endorsements mortgagee/Lienholder inquiries client identification requests and billing inquiries.

Our future colleague.

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

• Working knowledge of Microsoft Office Suite be able to navigate through multiple systems without assistance.
• Excellent organizational and timemanagement skills to handle multiple tasks and prioritize effectively.
• Detail oriented to ensure accuracy.
• Possess selfdiscipline selfmotivation and ability to meet assigned objectives.
• Holds appropriate P&C license or ability to obtain within 6 months of hire.

These additional qualifications are a plus but not required to apply:

• College degree and/or prior insurance experience
• Previous experience servicing High Net Worth Clientele
• Proficiency in the daily use of carrier websites for the purposes of quoting locating carrier specific information and obtaining policy declarations as needed.

We know there are excellent candidates who might not check all of these boxes. Dont be shy. If youre close wed 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. Weve built a culture that promotes colleague wellbeing 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
• Inclusive Culture
• Competitive compensation

To learn more about a career at MMA check us out online: http://marshmma/careers or flip through our recruiting brochure: us on social media to meet our colleagues and see what makes us tick:

• you are is who we are.

  We embrace a culture that celebrates and promotes the many backgrounds heritages and perspectives of our colleagues and clients. We are always seeking those with ethics talent and ambition who are interested in joining our clientfocused teams.

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

  #MMAPCSN

  #LIHybrid