Private Client Advisor

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 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

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 fulfillment outside of work.

Some benefits included in this role are:

• 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:

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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.