Insurance Associate

2 weeks ago


San Francisco, California, United States Marsh LLC Full time
About the Role

We are seeking a highly motivated and detail-oriented Insurance Associate to join our San Francisco Insurance Services team. As an Insurance Associate, you will play a critical role in supporting our Client Advisors and Client Advisor Managers in delivering exceptional client service and driving business growth.

Key Responsibilities
  • Assist in the client review process by ordering designated summaries in advance of review target dates and providing support to the team in preparation of stewardship reviews.
  • Update summaries, create spreadsheets, and other documents as requested, such as binding, obtaining quotes, and remarketing.
  • Support the new business process by establishing files in our business tracking system, creating binders, identification cards, cancellation forms, and coordinating new business policy delivery.
  • Assist Client Advisors and Client Advisor Managers with day-to-day tasks, including processing various inquiries such as mortgage/lienholder, client identification, and billing inquiries.
  • Support the team in achieving business objectives and contributing to a positive and inclusive work environment.
Requirements
  • High school diploma or equivalent degree.
  • Excellent verbal and written communication skills.
  • Ability to navigate multiple computer systems.
  • Demonstrates strong collaboration skills and works effectively within a team environment.
  • Proficient in using Microsoft Office 365 applications, including Word, Excel, PowerPoint, and Outlook.
  • Proven ability to set and meet deadlines.
  • Driven individual with a positive can-do attitude.
Preferred Qualifications
  • P&C License.
  • College Graduate or Equivalent.
  • Previous insurance industry knowledge and experience.
About Us

Marsh McLennan Agency is a leading provider of insurance and risk management solutions. We are committed to delivering exceptional client service and driving business growth through our talented team of professionals. We offer a competitive total rewards package, including health and welfare benefits, tuition assistance, 401K savings, and other wellbeing programs.

We are an equal opportunity employer and welcome applications from diverse candidates. If you are a motivated and detail-oriented individual who is passionate about delivering exceptional client service, we encourage you to apply for this exciting opportunity.


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