Insurance Associate

Marsh McLennan • Norwalk, CA

8h • Hybrid

About The Position

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 a n 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 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, 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.

Requirements

• Working knowledge of Microsoft Office Suite be able to navigate through multiple systems without assistance
• 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.

Nice To Haves

• 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.

Responsibilities

• Collaborate with the Client Advisory teams to provide critical support in the preparation for prospect and client meetings.
• 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.
• Work on updating summaries, creating spreadsheets and other documents as requested , binding materials, obtaining quotes, and remarketing when applicable.
• Assist 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.
• Quote coverage via carrier websites, locate carrier-specific information, and obtain policy declarations.
• 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.
• Process endorsements, handle mortgage/lienholder inquiries, respond to client identification requests, and address billing inquiries.

Benefits

• Generous time off, including personal and volunteering
• Tuition reimbursement and professional development opportunities
• Hybrid work
• Charitable contribution match programs
• Stock purchase opportunities
• health and welfare benefits
• 401K savings and other retirement programs as well as employee assistance programs

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed
• Number of Employees: 5,001-10,000 employees