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Private Client Insurance Associate
3 months ago
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. More than 10,000 of 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 thrive as a Private Client Insurance Associate at MMA Private Client Services – National.
Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With 170 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.
The Insurance Associate helps facilitate the day-to-day operation of the MMA Private Client Services New York Metro team. This entails collaborating with the Client Advisory teams to provide critical support in the preparation for prospect and client meetings. This role provides a career path and exposure into our broader Private Client Services National organization.
As 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.
- 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 quote coverages via carrier websites, locate carrier specific information and obtain policy declarations.
- Schedule client, carrier and guest visits including security clearance, meeting space reservations and proper greeting.
- Process endorsements, mortgagee/Lienholder inquiries, client identification requests and billing inquiries.
Our future colleague.
We'd love to meet you if your professional track record includes these skills:
- 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.
These additional qualifications are a plus, but not required to apply:
- 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.
We know there are excellent candidates who might not check all of these boxes. Don't be shy. If you're close, we'd be very interested in meeting you.
Valuable benefits.
We value and respect the impact our colleagues make every day both inside and outside our organization. We've built a culture that promotes colleague well-being through robust benefit programs and resources, encourages professional and personal development, and celebrates opportunities to pursue the projects and causes that give colleagues fulfilment outside of work.
Some benefits included in this role are:
- Generous time off, including personal and volunteering
- Tuition reimbursement and professional development opportunities
- Hybrid and flexible work
- Charitable contribution match programs
- Stock purchase opportunities
- Inclusive Culture
- Competitive compensation
To learn more about a career at MMA, check us out online: or flip through our recruiting brochure:
Follow us on social media to meet our colleagues and see what makes us tick:
The applicable base salary range for this role is $43,100 to $68,900. The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.
We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other wellbeing programs as well as employee assistance programs.
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.
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