Insurance Associate
| Company | Marsh & McLennan |
|---|---|
| Location | New York, NY, USA |
| Salary | $38200 – $71100 |
| Type | Full-Time |
| Degrees | |
| Experience Level | Entry Level/New Grad, Junior |
Requirements
- 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.
Responsibilities
- 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.
- Schedule client, carrier and guest visits including security clearance, meeting space reservations and proper greeting.
- Process endorsements, mortgagee/Lienholder inquiries, client identification requests and billing inquiries.
Preferred Qualifications
- 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.