Operations Specialist - Private Client Services jobs in United States
cer-icon
Apply on Employer Site
company-logo

Marsh McLennan Agency · 8 hours ago

Operations Specialist - Private Client Services

Marsh McLennan Agency (MMA) is a leading provider of business insurance and employee benefits solutions. They are seeking an Operations Specialist for their Private Client Services team to manage departmental technology, training, and client service while providing strategic market guidance.

Employee BenefitsHealth CareInsuranceRetirement
check
Growth Opportunities

Responsibilities

Be the key point of contact for departmental-specific technology, training, operational procedures, employee work audits, and carrier/vendor educational opportunities
Provide proactive client service to an assigned book of business in order to stay current on industry trends and provide strategy and market guidance to team members

Qualification

Private Client ServicesState PropertyCasualty LicenseRelationship ManagementAnalytical SkillsProject ManagementCommunication SkillsOrganizational SkillsProblem Solving

Required

Working knowledge of Private Client Services with 5+ years of industry experience
Demonstrated knowledge in relationship management
Ability to coordinate multiple projects while ensuring timely and accurate client deliverables with effective problem solving and resolution skills
Strong organizational, project planning and management, analytical and multi-tasking skills
Superior listening, verbal, and written communication skills
State Property and Casualty License
High School diploma or equivalent

Preferred

Bachelor's degree in related field

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

company-logo
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

leader-logo
Ben Newman
Chief Financial Officer
linkedin
leader-logo
Michael Harris
COO
linkedin
Company data provided by crunchbase