Private Client Services Account Associate jobs in United States
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Marsh McLennan Agency ยท 2 weeks ago

Private Client Services Account Associate

Marsh McLennan Agency is an award-winning professional services firm that provides business insurance, employee health & benefits, retirement, and private client insurance solutions. They are seeking a Private Client Services Account Associate responsible for processing various insurance documents, assisting clients with coverage issues, and maintaining electronic files.

Employee BenefitsHealth CareInsuranceRetirement
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Growth Opportunities

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 licenseMicrosoft WordMicrosoft ExcelMicrosoft OutlookCustomer serviceOrganizational skillsWritten communicationVerbal communicationMultitaskingResearch skillsProblem analysisAgency Management SystemImaging SystemPassionInnovationAccountabilityAttention to detailCollaborationIntegrity

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 Agency

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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.

Funding

Current Stage
Late Stage

Leadership Team

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Ben Newman
Chief Financial Officer
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Michael Harris
COO
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Company data provided by crunchbase