Client Analyst

Marsh McLennan Agency; Scottsdale (AZ); On-site; USD 42,000 - 54,000; Full time

Job summary

Marsh McLennan Agency is offering a structured Client Analyst program in Scottsdale to educate and prepare individuals for a career in client service. You will be mentored by seasoned insurance professionals and trained across essential administrative and client-facing tasks.

The program emphasizes licensing (AZ Property & Casualty) and AIS/AINS designations, with opportunities to gain hands-on experience supporting client relationships and internal processes.

Qualifications

• 1+ years in office or customer service environment.
• Ability to communicate effectively in writing and verbally with internal and external parties.
• Excellent time management, organization, and multi-tasking with high attention to detail.
• Ability to build and maintain relationships with carriers, peers and clients.

Responsibilities

• Respond to departmental requests for administrative assistance
• Assist in maintaining files and records in eMMA and set up client shells in Sagitta
• Provide clerical assistance with copying, faxing, mass mailings, assembling binders and scanning files as needed
• Download department mail from insurance carrier websites daily
• Sort, scan and distribute via ImageRight Tasks mail and communications daily
• Request loss runs based on monthly reports and in accordance with the carrier’s requirements
• Follow up with the carrier or wholesaler until loss run is received and filed in electronic filing system
• Inform Client Administrator/ Manager if the loss run will be delayed
• Establish and maintain effective working relations with other associates
• Develop familiarity with the department, its functions, and associates
• Identify needs and competencies to be acquired for advancement, and make use of appropriate training opportunities
• Communicate system or process related problems to supervisor
• Enroll in an AIS or AINS designation course
• Earn a P&C Producers license upon completion of the program
• Other duties as assigned

Skills

Excel

Word

Outlook

PowerPoint

Office experience

Communication

Time management

Detail-oriented

License prep

Tools

eMMA

Sagitta

ImageRight

Job description

The Client Analyst position prepares individuals for a career in client service. Our structured program is designed to educate and prepare self-motivated individuals for a rewarding career at Marsh McLennan Agency. You will be trained by the industry elite and be mentored by seasoned insurance professionals who invest time and resources into your professional growth and success.

Principal Duties and Responsibilities

• Respond to departmental requests for administrative assistance
• Assist in maintaining files and records in eMMA and set up client shells in Sagitta
• Provide clerical assistance with copying, faxing, mass mailings, assembling binders and scanning files as needed
• Download department mail from insurance carrier websites daily
• Sort, scan and distribute via ImageRight Tasks mail and communications daily
• Request loss runs based on monthly reports and in accordance with the carrier’s requirements
• Follow up with the carrier or wholesaler until loss run is received and filed in electronic filing system
• Inform Client Administrator/ Manager if the loss run will be delayed
• Establish and maintain effective working relations with other associates
• Develop familiarity with the department, its functions, and associates
• Identify needs and competencies to be acquired for advancement, and make use of appropriate training opportunities
• Communicate system or process related problems to supervisor
• Enroll in an AIS or AINS designation course
• Earn a P&C Producers license upon completion of the program
• Other duties as assigned

Knowledge, Skills and Abilities

Required:

• Ability to obtain an AZ Property & Casualty Producer License with 90 days of hire
• Proficiency in Microsoft Excel and working knowledge in Word, Outlook and PowerPoint
• 1+ years in office or customer service environment
• Ability to effectively communicate, both written and verbally, with internal and external parties
• Excellent time management, organizational and multi-tasking skills with high attention to detail
• Ability to build and maintain effective relationships with carriers, peers and clients
• Ability to work independently and in cross-functional teams