Client Analyst - Insurance Training & License Path

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

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.