Marsh McLennan Agency
InsuranceAssociate
Neural analysis suggests this role is
optimal for Mid+ candidates.
“Insurance Associate at Marsh McLennan Agency. Skills: Insurance support, Client service, Policy administration. Provide critical support for meetings. Assist in client review process”
What They're Looking For.
Must Have
Working knowledge of Microsoft Office Suite, Ability to navigate multiple systems, Appropriate P&C license, Ability to obtain P&C license within 6 months
Nice to Have
College degree, Prior insurance experience, Previous experience servicing High Net Worth Clientele, Proficiency in daily use of carrier websites
What You'll Do.
Provide critical support for meetings
Assist in client review process
Order designated summaries
Support preparation of stewardship reviews
Create other documents
Establish Applied files
Create identification cards
Create cancellation forms
Coordinate delivery of new business policies
Quote coverage via carrier websites
Locate carrier-specific information
Obtain policy declarations
Schedule client visits
Schedule carrier visits
Schedule guest visits
Manage security clearances
Reserve meeting spaces
Provide proper greetings
Handle mortgage inquiries
Handle lienholder inquiries
Respond to client identification requests
Address billing inquiries
How You'll Work.
Team & Collaboration
Client Advisory teams; Client Advisor Manager; Client Advisor
Full Job Description
## Company: Marsh McLennan Agency ## ## Description: **Insurance Associate** **** **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 Associate** 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.** As our**Insurance Associate** on the Private Client Advisory team, you’ll collaborate with the Client Advisory teams to provide critical support in the preparation for prospect and client meetings. You’ll assist in the client review process by ordering designated summaries ahead of the review target date and supporting the team in the preparation of stewardship reviews. You’ll work on updating summaries, creating spreadsheets and other documents as requested, binding materials, obtaining quotes, and remarketing when applicable. Additionally, the role involves assisting in the new business process by establishing Applied (a system we use) files, creating binders, identification cards, cancellation forms, and coordinating the delivery of new business policies. While working alongside a Client Advisor Manager or Client Advisor, you will quote coverage via carrier websites, locate carrier-specific information, and obtain policy declarations. You will also support Client Advisor Managers and Client Advisors by scheduling client, carrier, and guest visits, including managing security clearances, reservi
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