Associate Advisor

Marsh McLennan; New York (NY); Hybrid; USD 55,000 - 75,000; Full time

Job summary

Marsh in New York is seeking an Associate Advisor to support our Casualty team. This hybrid role requires three days in the office weekly and focuses on assisting Client Advisors with insurance placement and servicing clients to drive growth and retention.

Candidates should have a Bachelor’s Degree and 2–4 years in an insurance support role, with strong MS Office skills (Outlook, Word, PowerPoint, Excel). Excellent written and verbal communication is essential; a broker license is a plus or

Qualifications

• Bachelor’s degree required.
• 2–4 years in an insurance support role.
• Proficient use of MS Office tools (Outlook, Word, PowerPoint, Excel).
• Must be able to multitask and work in a fast‑paced environment.
• Excellent verbal and written communication skills.
• Broker licensed a plus or able to obtain within six months of hire.

Responsibilities

• Work closely with Casualty Advisors to drive business and retention and improve client experiences throughout proposals and renewals.
• Review contracts and audits, follow up on endorsements, policy issuance, extensions and cancellations, and elevate concerns as appropriate.
• Monitor renewal cycle to ensure protocol is complete, gather information, track quotes, and ensure documents are issued on time.
• Monitor proper records for reporting and audit purposes and process insurance details into the database.
• Strengthen and maintain relationships with clients, prospects, client teams and producers to provide best in class service and drive growth and retention.
• Respond to simple and moderately difficult client questions and requests, seeking assistance from Casualty Advisor as needed.
• Ensure all client information is collected, reviewed, updated and communicated to placement team for optimal program solutions and pricing.

Skills

Communication

Multitasking

Attention to detail

Collaborative

Education

Bachelor’s Degree

Broker license (preferred) or willingness to obtain within 6 months

Tools

MS Office

Outlook

Word

PowerPoint

Excel (Pivot tables & formulas)

Job description

Company:

Marsh

Description:

We are seeking a talented individual to join our Casualty team at Marsh. This role will be based in the New York. This is a hybrid role that has a requirement of working at least three days a week in the office.

The Associate Advisor will support Client Advisors by providing support for insurance placement activities. This role involves maintaining ongoing relationships with clients and team colleagues to effectively service clients and contribute to business growth and retention.

We will count on you to:

• Work closely with Casualty Advisors to drive business and retention and improve the client experiences throughout the proposal and renewal process.
• Review contracts and audits, and follow up regarding endorsements, policy issuance, extensions and cancellations and elevate concerns to direct manager or client team, as appropriate.
• Monitor the renewal cycle by ensuring renewal protocol is complete (via tools available) gathering information, tracking quotes, and ensuring documents are issued correctly and on‑time in accordance with our professional standards.
• Monitor the maintenance of proper records for reporting and audit purposes and process insurance details into the database.
• Strengthen and maintain relationships with clients, prospects, client teams and producers to provide best in class service and drive growth and retention.
• Respond directly to simple and moderately difficult client questions and requests and solicit assistance from Casualty Advisor as needed.
• Ensure all client information is collect reviewed, update and communicated to placement team for optimal program solutions and pricing.

What you need to have:

• Bachelor’s Degree.
• 2-4 years experience in support role for the insurance industry.
• Proficient use of MS Office tools (Outlook, Word, PowerPoint, and Intermediate Excel skills to include use of pivot tables and formulas).
• Must be able to multitask and work in a fast‑paced environment.
• Must have excellent verbal and written communication skills.
• Broker licensed a plus OR able and willing to obtain within six (6) months of hire.

What makes you stand out:

• P&C licensed.
• High attention to detail and collaborative skill set.
• Willingness to learn and be successful in the commercial insurance field.