Insurance Associate: Client Services & Quoting

Marsh; Southborough (MA); On-site; USD 39,000 - 73,000; Full time

Benefits offered by this job

Hybrid work

Tuition reimbursement

Stock purchase opportunities

Generous time off

Inclusive culture

Job summary

Marsh Agency, Private Client Services, is seeking an Insurance Associate to support the East zone client advisory teams in meeting preparation, quoting, and renewal tasks. You will create binders, endorsements, and essential policy documents while coordinating client visits and scheduling with internal teams.

Responsibilities include updating summaries, processing endorsements, and assisting with new business by establishing files in Applied, delivering materials, and handling billing inquiries.

Qualifications

• Proficient in Microsoft Office Suite and able to navigate multiple systems.
• Strong organizational and time-management skills with ability to multitask.
• Detail-oriented with a proactive, self-disciplined work style.

Responsibilities

• Support preparation for prospect and client meetings with the Client Advisory teams.
• Assist in the client review process, prepare summaries, binders, and materials for distribution.
• Quote coverage via carrier websites, obtain policy declarations, and assist in new business processing.

Skills

MS Office

Organization

Detail-oriented

Self-motivation

Time management

Education

College degree

P&C license or license within 6 months

Job description

Marsh Agency, Private Client Services, is seeking an Insurance Associate to support the East zone client advisory teams in meeting preparation, quoting, and renewal tasks. You will create binders, endorsements, and essential policy documents while coordinating client visits and scheduling with internal teams.

Responsibilities include updating summaries, processing endorsements, and assisting with new business by establishing files in Applied, delivering materials, and handling billing inquiries.