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Marsh McLennan Agency · 22 hours ago

Insurance Associate

Palm Beach Gardens, FL

Full-time

Hybrid

New Grad, Entry Level

Marsh McLennan Agency (MMA) is a leading provider of business insurance and employee health solutions. They are seeking an Insurance Associate to support the Client Advisory team in preparing for client meetings, managing documentation, and assisting in the new business process.

Employee BenefitsHealth CareInsuranceRetirement

Growth Opportunities

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 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

Qualification

P&C licenseMicrosoft Office SuiteOrganizational skillsTime-management skillsSelf-disciplineInsurance experienceHigh Net Worth ClienteleCarrier websites proficiencyDetail orientedSelf-motivation

Required

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

Preferred

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

Benefits

Generous time off, including personal and volunteering

Tuition reimbursement and professional development opportunities

Hybrid work

Charitable contribution match programs

Stock purchase opportunities

Company

Marsh McLennan Agency

Glassdoor4.4

Marsh McLennan is an insurance company that provides business insurance, employee benefits, and private client insurance solutions. It is a sub-organization of Marsh & McLennan.

Founded in 2003