Insurance Associate (MMA PCS)

Company:

Marsh McLennan Agency

Description:

Insurance Associate (MMA PCSN)
 

The Insurance Associate helps facilitate the day-to-day operation of the MMA Private Client Services team.  This entails providing administrative support to the Client Advisor Manager, assisting colleagues prepare for prospect and client meetings, managing inbound communications and maintaining office inventory.

Interested? Keep reading.

Your goals. Your ambitions. Your definition of success. At MMA PCSN, we believe nothing should stand in your way of making these a reality. As a colleague, you’ll get personal and professional development opportunities, a driven and entrepreneurial team-oriented environment, the flexibility you desire and leaders at all levels who are committed to maintaining high levels of colleague engagement.

As a part of Marsh McLennan (NYSE: MMC), the world’s leading professional services firm in risk, strategy, and people, MMA PCSN colleagues are part of a network of resources and expertise that sets our organization apart from the competition.

What can you expect?

• You will receive on the job, computer based and side-by-side training to become successful in this role.
• Work alongside tenured colleagues to gain experience and skill sets for professional growth.
• Initiate the process of obtaining an Illinois Property & Casualty (P & C) broker’s license within six months of employment.

What is in it for you?

• A company with a strong brand and strong results to match.
• Culture of internal mobility, collaboration and valued partnership with HR from the business.
• Employee Resource Groups, which provide access to leaders, relevant volunteer and mentoring opportunities and interactions with counterparts in industry groups and client organizations.
• Competitive pay (salary and performance bonus potential), Full benefits package – starting day one (medical, dental, vision, life insurance, 401k match AND contribution, after one year vesting period).
• Flexible work opportunities for work/life balance.
• Tuition Reimbursement plan per year and participation in our Employee Stock Purchase Plan.

We will count on you to:

• Assist in the client review process by ordering designated summaries in advance of the review target date and provide assistance to the team in preparation of stewardship reviews; updating summaries; creating spreadsheets and other documents as requested; binding; obtaining quotes; remarketing where applicable.
• Assist in the new business process by establishing applied file, creating binders, identification cards, cancellation forms and coordination of new business policy delivery.
• At client advisor manager/client advisor’s direction quote coverages via carrier websites, locate carrier specific information and obtain policy declarations.
• Provide administrative support to Manager with the scheduling of local office client, carrier and guest visits including security clearance, meeting space reservations and proper greeting.
• Interact with colleagues to assure work assignments given are prioritized as to importance; date needed and are delivered error-free and prior to deadline.
• At CAM or client advisor’s direction process endorsements, mortgagee/Lienholder inquiries, client identification requests and billing inquiries.
• Facilitate day-to-day operation of office by ensuring sufficient quantities of up-to-date, compliant supplies, marketing materials, mail delivery and scanning completed as instructed.
• Effectively manage phone coverage to assure clients are immediately assisted and/or routed to the appropriate person in an efficient, friendly manner.
• Handle incoming/outgoing mail and distribute incoming faxes from main fax to appropriate recipient.

What you need to have: 

• High School Diploma /GED
• At least 2 years of insurance experience.
• Working knowledge of Microsoft Office Suite (Outlook, Word, Excel, PowerPoint) and has an ability to navigate through multiple systems without assistance.
• Proficiency in the daily use of carrier websites for the purposes of quoting, locating carrier specific information and obtaining policy declarations as needed.
• 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.
• Ability to analyze data and interpret appropriate action.
• Ability to work well within established procedures.
• Ability to work collaboratively in a matrix environment.
• Holds appropriate P&C license or ability to obtain after six