Sales Insurance Associate

Marsh McLennan•Washington, DC

12d•$46,800 - $87,400•Hybrid

About The Position

Marsh McLennan Agency (MMA) is seeking a Sales Insurance Associate to join the MMA Private Client Services National Mid-South Sales team. This role will collaborate with regional sales teams to provide critical support including quoting, risk reporting, proposals, onboarding, and other projects. The associate will assist in the new business process by completing location checks, risk reporting, quoting, proposals, binding, and special projects. Responsibilities also include establishing Applied files, creating binders, identification cards, cancellation forms, new client onboarding, and coordinating new business policy delivery. Additionally, the role involves processing endorsements, mortgagee/lienholder inquiries, client identification requests, and billing inquiries, as well as maintaining the team library and carrier directories. The associate will quote coverages via carrier websites, locate carrier-specific information, obtain policy declarations, and provide support to management/team with event planning, scheduling, and projects.

Requirements

Strong Microsoft Office Suite skills (Outlook, Word, Excel, PowerPoint)
Ability to navigate through multiple systems without assistance
Excellent organizational and time-management skills to handle multiple tasks, prioritize effectively, and meet deadlines
Detail oriented to ensure accuracy
Possess self-discipline, self-motivation, and ability to meet assigned objectives
Ability to analyze data and interpret appropriate action
Ability to work well within established procedures
Ability to work collaboratively in a matrix environment
Holds appropriate P&C resident and non-resident licenses or ability to obtain after 30-days of hire

Nice To Haves

College degree
Two years of personal lines 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 regional sales teams to provide critical support including quoting, risk reporting, proposals, onboarding, and other projects.
Assist in the new business process by completing location checks, risk reporting, quoting, proposals, binding, and special projects.
Establish Applied file, create binders, identification cards, cancellation forms, new client onboarding, and coordinate new business policy delivery.
Process endorsements, mortgagee/lienholder inquiries, client identification requests, and billing inquiries.
Facilitate day-to-day operation of sales colleagues by updating the team library and carrier directories.
Quote coverages via carrier websites, locate carrier specific information, and obtain policy declarations.
Provide support to manager/team with event planning, scheduling, and projects as required.