Private Client Services Account Associate jobs in United States
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Marsh McLennan · 1 month ago

Private Client Services Account Associate

Marsh McLennan is a leading professional services firm providing business insurance and employee health & benefits solutions. They are seeking a Private Client Services Account Associate to assist clients with coverage issues, process various insurance documents, and maintain electronic files.

Financial ServicesProfessional ServicesService Industry
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H1B Sponsor Likelynote

Responsibilities

Processing various documents such as Evidence of Property, Binders, ID cards, and invoices
Handling applications, endorsements, cancellations, and reinstatements
Assisting clients with coverage issues and changes
Maintaining electronic files and assisting with the rating and new business processes
Processing transactions on different insurance company websites
Sending Renewal Brochures to clients annually as needed
Engaging in verbal and written correspondence with clients, insurance carriers, and mortgage companies

Qualification

Property & Casualty licenseCustomer serviceProblem analysisMicrosoft WordMicrosoft ExcelMicrosoft OutlookAgency Management SystemImaging SystemOrganizational skillsWritten communicationVerbal communicationAttention to detail

Required

High School Diploma required, Bachelor's Degree preferred
Previous experience in Personal Lines is advantageous but not mandatory
Strong organizational skills and proven customer service abilities
Capability to research and analyze problems independently
Excellent written and verbal communication skills
Ability to multitask and pay attention to detail
Proficiency in Microsoft Word, Excel, and Outlook
A commitment to accuracy and the ability to learn the Agency Management System and Imaging System
Must have Property & Casualty resident agents license or obtain within 90 days of employment
Alignment with company values such as Integrity, Collaboration, Passion, Innovation, and Accountability

Benefits

Medical, dental and vision insurance
401K and company match program
Company-paid life and disability
Generous paid time off programs
Employee assistance program (EAP)
Volunteer paid time off (VTO)
Career mobility
Employee networking groups
Tuition reimbursement and professional development opportunities
Charitable contribution match programs
Stock purchase opportunities

Company

Marsh McLennan

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Marsh McLennan (NYSE: MMC) is a global leader in risk, strategy and people, advising clients in 130 countries across four businesses: Marsh, Guy Carpenter, Mercer and Oliver Wyman.

H1B Sponsorship

Marsh McLennan has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (4)
2024 (2)
2023 (8)
2022 (6)
2020 (11)

Funding

Current Stage
Public Company
Total Funding
$11.2B
2024-10-30Post Ipo Debt· $7.25B
2024-02-14Post Ipo Debt· $1B
2023-09-06Post Ipo Debt· $1.6B

Leadership Team

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Joe Hayes
Senior Vice President, COO Private Client Services
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Katherine Brennan
SVP, General Counsel
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Company data provided by crunchbase