Insurance Associate | Private Client Services (Hybrid)

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

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.