Insurance Associate

ООО «ХАГЕМАЕР ГРУПП»; Southborough (MA); On-site; USD 39,000 - 73,000; Full time

Benefits offered by this job

Generous time off

Tuition reimbursement

Hybrid work

Stock purchase program

Charitable contribution match

Professional development

Inclusive culture

Competitive compensation

Job summary

Marsh Agency is seeking an Insurance Associate to join the East zone team, supporting prospect and client meetings and the client review process. You will update summaries, prepare materials, and coordinate new business tasks with Client Advisors.

You will quote coverage, obtain policy declarations, and help schedule client visits while handling endorsements and billing inquiries. This role emphasizes organization and professional collaboration.

Qualifications

• Working knowledge of Microsoft Office Suite and ability to navigate multiple systems.
• 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.

Responsibilities

• As the Insurance Associate on the East zone team, 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 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.

Skills

MS Office

Organizational skills

Detail oriented

Self-motivation

P&C license

Education

P&C license or ability to obtain within 6 months

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 Marsh Agency, Private Client Services. Marsh 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 (NYSE: MRSH).

A day in the life

• As the Insurance Associate on the East zone team, 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

• 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 experiencePrevious experience servicing High Net Worth ClienteleProficiency in the daily use of carrier websites for the purposes of quoting, locating carrier specific information and obtaining policy declarations as needed.

Valuable benefits

• 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 CultureCompetitive compensation

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.

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/LifeatMMAhttps://www.linkedin.com/company/marsh-mclennan-agency/