Insurance Associate
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About The Position
The Insurance Associate helps facilitate the day-to-day operation of the MMA Private Client Services team. This entails providing support to the Client Advisor Manager, assisting colleagues in preparing for prospect and client meetings, and managing inbound communications. As our Insurance Associate on the Private Client Services team, you'll assist in the client review process by ordering designated summaries in advance of the review target date and provide assistance to the team in preparation of stewardship reviews; updating summaries; creating spreadsheets and other documents as requested; binding; obtaining quotes; remarketing where applicable. You will also assist in the new business process by establishing applied file, creating binders, identification cards, cancellation forms and coordination of new business policy delivery. At client advisor manager/client advisor's direction, you will quote coverages via carrier websites, locate carrier specific information and obtain policy declarations. You will interact with colleagues to assure work assignments given are prioritized as to importance; date needed and are delivered error-free and prior to deadline. Additionally, you will process endorsements, mortgagee/Lienholder inquiries, client identification requests and billing inquiries. You will facilitate day-to-day operation of the office by ensuring sufficient quantities of up-to-date, compliant supplies, marketing materials, mail delivery and scanning completed as instructed. Finally, you will effectively manage phone coverage to assure clients are immediately assisted and/or routed to the appropriate person in an efficient, friendly manner.
