Insurance Associate

NACBA; Los Angeles (CA); Hybrid; USD 39,000 - 73,000; Full time

Benefits offered by this job

Generous time off

Tuition reimbursement

Hybrid and flexible work

Charitable contribution match programs

Stock purchase opportunities

Inclusive Culture

Competitive compensation

Job summary

Marsh McLennan Agency (MMA) is seeking an Insurance Associate in a role that supports Client Advisory teams, handling meeting preparations, policy binders, quotes, and carrier communications. You will contribute to new business processes and assist with endorsements, mortgage inquiries, and billing questions while coordinating visits and security clearances.

We value candidates with strong MS Office skills, organization, and attention to detail.

Qualifications

• Proficient in MS Office; able to navigate multiple systems.
• Excellent organizational and time-management skills.
• Detail oriented with accuracy.
• Holds P&C license or can obtain within 6 months of hire.
• College degree and/or insurance experience desirable.

Responsibilities

• Assist in preparation for prospect and client meetings.
• Update summaries, create spreadsheets, bind materials, obtain quotes.
• Coordinate delivery of new business policies and endorsements.
• Schedule client, carrier, and guest visits; manage security clearances and meeting spaces.
• Respond to billing inquiries and support client advisors.

Skills

MS Office

Organizational skills

Detail-oriented

Self-discipline

Ability to obtain P&C license within 6

Education

Bachelor's degree or higher

P&C license

Tools

Microsoft Office

Job description

Our not-so-secret sauce.

Award-winning, inclusive, Top Workplace culture doesn't happen overnight. It's a result of hard work by extraordinary people. More than 11,000 of the industry's brightest talent drive our efforts to deliver purposeful work and meaningful impact every day. Learn more about what makes us different and how you can thrive as an Insurance Associate at MMA Private Client Services.

Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With offices across North America, we combine the personalized service model of a local consultant with the global resources of the world's leading professional services firm, Marsh McLennan (NYSE: MRSH).

A day in the life

As the Insurance Associate, you'll collaborate with the Client Advisory teams to provide critical support in the preparation for prospect and client meetings. You'll 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. You'll work on updating summaries, creating spreadsheets and other documents as requested, binding materials, obtaining quotes, and remarketing when applicable. Additionally, the role involves assisting in the new business process by establishing Applied (a system we use) files, creating binders, identification cards, cancellation forms, and coordinating the delivery of new business policies. While working alongside a Client Advisor Manager or Client Advisor, you will quote coverage via carrier websites, locate carrier-specific information, and obtain policy declarations. You will also 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. Lastly, you'll process endorsements, handle mortgage/lienholder inquiries, respond to client identification requests, and address billing inquiries.

Our future colleague.

We'd love to meet you if your professional track record includes these skills:

• 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.

These additional qualifications are a plus, but not required to apply:

• 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.

We know there are excellent candidates who might not check all of these boxes. Don't be shy. If you're close, we'd be very interested in meeting you.

Valuable benefits.

We value and respect the impact our colleagues make every day both inside and outside our organization. We've built a culture that promotes colleague well-being through robust benefit programs and resources, encourages professional and personal development, and celebrates opportunities to pursue the projects and causes that give colleagues fulfilment outside of work.

• Generous time off, including personal and volunteering
• Tuition reimbursement and professional development opportunities
• Hybrid and flexible work
• Charitable contribution match programs
• Stock purchase opportunities
• Inclusive Culture
• Competitive compensation

To learn more about a career at MMA, check us out online: http://marshmma.com/careers or flip through our recruiting brochure: https://bit.ly/3Qpcjmw

Follow us on social media to meet our colleagues and see what makes us tick:

• https://www.instagram.com/lifeatmma/
• https://www.facebook.com/LifeatMMA
• https://www.linkedin.com/company/marsh-mclennan-agency/

Who you are is who we are.

We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. We are always seeking those with ethics, talent, and ambition who are interested in joining our client-focused teams.

Marsh McLennan and its affiliates are EOE Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers.

The applicable base salary range for this role is $39,200 to $72,900.

The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.

We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs.