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Marsh McLennan Agency · 20 hours ago

Insurance Associate

Norwalk, CT

Full-time

Hybrid

New Grad, Entry Level

$46K/yr - $73K/yr

Marsh McLennan Agency (MMA) is known for its award-winning, inclusive workplace culture, and they are seeking an Insurance Associate to support the Client Advisory team. In this role, you will assist with client meetings, manage documentation, and support the new business process while collaborating closely with Client Advisors.

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

Microsoft Office SuiteP&C licenseOrganizational skillsTime-management skillsDetail orientedSelf-disciplineInsurance experienceClient servicingSelf-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

Health and welfare benefits

Tuition assistance

401K savings and other retirement programs

Employee assistance programs

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