Associate Client Advisor - Casualty
About The Position
We are seeking a talented individual to join our Casualty team at Marsh. This role will be based in Charlotte, NC. This is a hybrid role that has a requirement of working at least three days a week in the office. The Associate Advisor will support Client Advisors by providing support for insurance placement activities. This role involves maintaining ongoing relationships with clients and team colleagues to effectively service clients and contribute to business growth and retention. We will count on you to: Work closely with Casualty colleagues to drive business and retention and improve the client experiences throughout the proposal and renewal process. Strengthen and maintain relationships with clients, prospects, client teams and producers to provide best in class service and drive growth and retention. Monitor the renewal cycle by ensuring renewal protocol is complete (via tools available) gathering information, tracking quotes, and ensuring documents are issued correctly and on-time in accordance with our professional standards. Monitor the maintenance of proper records for reporting and audit purposes and process insurance details into the database. Respond directly to simple and moderately difficult client questions and requests and solicit assistance from colleagues as needed. Review contracts and audits, and follow up regarding endorsements, policy issuance, extensions and cancellations and escalate concerns to direct manager or client team, as appropriate.
Requirements
- 1+ year of casualty insurance experience
- P&C license or ability to obtain within 90 days of employment
- Proficiency in MS Office tools Word, Excel, and Outlook
- High attention to detail and collaborative skill set
- Excellent verbal and written communication skills
Nice To Haves
- Bachelor’s Degree
- Working knowledge of Casualty insurance coverage
- Attention to detail and collaborative skill set.
- Willingness to learn and be successful in the commercial insurance field.
Responsibilities
- Work closely with Casualty colleagues to drive business and retention and improve the client experiences throughout the proposal and renewal process.
- Strengthen and maintain relationships with clients, prospects, client teams and producers to provide best in class service and drive growth and retention.
- Monitor the renewal cycle by ensuring renewal protocol is complete (via tools available) gathering information, tracking quotes, and ensuring documents are issued correctly and on-time in accordance with our professional standards.
- Monitor the maintenance of proper records for reporting and audit purposes and process insurance details into the database.
- Respond directly to simple and moderately difficult client questions and requests and solicit assistance from colleagues as needed.
- Review contracts and audits, and follow up regarding endorsements, policy issuance, extensions and cancellations and escalate concerns to direct manager or client team, as appropriate.
Benefits
- We help you be your best through professional development opportunities, interesting work and supportive leaders.
- We foster a vibrant and inclusive culture where you can work with talented colleagues to create new solutions and have an impact on colleagues, clients and communities.
- Our scale enables us to provide a range of career opportunities, as well as benefits and rewards to enhance your well-being.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Number of Employees
5,001-10,000 employees
