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Private Client Services Account Associate

Mercer France

Private Client Services Account Associate

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 a Private Client Services Account Associate at Marsh McLennan Agency (MMA).

MMA provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With 200 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: MMC).

A day in the life.

As a Private Client Services Account Associate you will:

  • Processing various documents such as Evidence of Property, Binders, ID cards, and invoices.
  • Handling applications, endorsements, cancellations, and reinstatements.
  • Assisting clients with coverage issues and changes.
  • Maintaining electronic files and assisting with the rating and new business processes.
  • Processing transactions on different insurance company websites.
  • Sending Renewal Brochures to clients annually as needed.
  • Engaging in verbal and written correspondence with clients, insurance carriers, and mortgage companies.

Our future colleague.

We'd love to meet you if your professional track record includes these skills:

  • High School Diploma required, Bachelor's Degree preferred
  • Previous experience in Personal Lines is advantageous but not mandatory.
  • Strong organizational skills and proven customer service abilities.
  • Capability to research and analyze problems independently.
  • Excellent written and verbal communication skills.
  • Ability to multitask and pay attention to detail.
  • Proficiency in Microsoft Word, Excel, and Outlook.
  • A commitment to accuracy and the ability to learn the Agency Management System and Imaging System.
  • Must have Property & Casualty resident agents license or obtain within 90 days of employment
  • Alignment with company values such as Integrity, Collaboration, Passion, Innovation, and Accountability.

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:

  • Medical, dental and vision insurance
  • 401K and company match program
  • Company-paid life and disability
  • Generous paid time off programs
  • Employee assistance program (EAP)
  • Volunteer paid time off (VTO)
  • Career mobility
  • Employee networking groups
  • Tuition reimbursement and professional development opportunities
  • Charitable contribution match programs
  • Stock purchase opportunities
Vacancy posted 3 days ago
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