Insurance Agency Professional

Job ID: R_366993Company: MarshLocation: Los Angeles, California, United States of America | Irvine, California, United States of AmericaEmployment type: RegularCategory: Client Management & SalesIndustry: Real EstateSalary: 65000Posted: 2026-10-05 Our not-so-secret sauce.
Award-winning, inclusive, Top Workplace culture doesn’t happen overnight. 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).

As the Insurance Associate, 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.

Working knowledge of Microsoft Office Suite be able to navigate through multiple systems without assistance.
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’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 fulfilment outside of work.
Generous time off, including personal and volunteering
Tuition reimbursement and professional development opportunities
Hybrid and flexible work
Stock purchase opportunities
To learn more about a career at MMA, check us out online: or flip through our recruiting brochure:
Marsh McLennan and its affiliates are EOE Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers.

The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. In addition to the base salary, this position may be eligible for performance-based incentives.
We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs.