Insurance Associate, Insurance Sales

Overview

Join to apply for the Insurance Associate role at Marsh McLennan Agency
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• As our Insurance Associate on the 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 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, reserving meeting spaces, and providing proper greetings.
• Lastly, you’ll process endorsements, handle mortgage/lienholder inquiries, respond to client identification requests, and address billing inquiries.

• Working knowledge of Microsoft Office Suite and the ability to navigate through multiple systems.
• Excellent organizational and time-management skills to handle multiple tasks and prioritize effectively.
• Detail oriented to ensure accuracy.
• Possess self-discipline, self-motivation, and ability to meet assigned objectives.
• Holds appropriate P&C license or ability to obtain within 6 months of hire.

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

• Generous time off, including personal and volunteering
• Tuition reimbursement and professional development opportunities
• Hybrid work
• Charitable contribution match programs
• Stock purchase opportunities

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).

Who 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 client-focused teams.

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