Marsh McLennan Agency
InsuranceAssociate
“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
Applying for this Insurance Associate role?
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