Full-Time

Insurance Associate

Posted on 9/3/2025

Marsh & McLennan

Marsh & McLennan

No salary listed

Company Does Not Provide H1B Sponsorship

Palm Beach Gardens, FL, USA

Hybrid

Category
Finance & Banking (1)
Required Skills
Excel/Numbers/Sheets
Requirements
  • Holds appropriate Property and Casualty license or ability to obtain within 6 months of hire
  • Working knowledge of Microsoft Office Suite and ability 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
Responsibilities
  • Assist in preparing for prospect and client meetings by collaborating with Client Advisory teams
  • Order designated summaries ahead of the review target date and support the team in the preparation of stewardship reviews
  • Update summaries, create spreadsheets and other documents as requested, bind materials, obtain quotes, and remarket when applicable
  • Assist in the new business process by establishing Applied files, creating binders, identification cards, cancellation forms, and coordinating the delivery of new business policies
  • Quote coverage via carrier websites, locate carrier-specific information, and obtain policy declarations
  • Schedule client, carrier, and guest visits, including managing security clearances, reserving meeting spaces, and providing proper greetings
  • Process endorsements, handle mortgage/lienholder inquiries, respond to client identification requests, and address billing inquiries
Desired 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

Company Size

N/A

Company Stage

N/A

Total Funding

N/A

Headquarters

N/A

Founded

N/A

INACTIVE