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Our not-so-secret sauce.

Award-winning, inclusive, Top Workplace culture doesnt happen overnight. Its a result of hard work by extraordinary people. More than 10,000 of the industrys 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 at MMA Private Client Services National.

Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With 170 offices across North America, we combine the personalized service model of a local consultant with the global resources of the worlds leading professional services firm, Marsh McLennan (NYSE: MMC).


A day in the life.

The Insurance Associate helps facilitate the day-to-day operation of the MMA Private Client Services team. This entails providing support to the Client Advisor Manager, assisting colleagues in preparing for prospect and client meetings, and managing inbound communications.
As our Insurance Associate on the
Private Client Services
team, youll:
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 advisors direction quote coverages via carrier websites, locate carrier specific information and obtain policy declarations.
Interact with colleagues to assure work assignments given are prioritized as to importance; date needed and are delivered error-free and prior to deadline.
Process endorsements, mortgagee/Lienholder inquiries, client identification requests and billing inquiries.
Facilitate day-to-day operation of office by ensuring sufficient quantities of up-to-date, compliant supplies, marketing materials, mail delivery and scanning completed as instructed.
Effectively manage phone coverage to assure clients are immediately assisted and/or routed to the appropriate person in an efficient, friendly manner.


Our future colleague.

Wed love to meet you if your professional track record includes these skills:
High School Diploma /GED
Preferred 2 years of insurance experience.
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.
Ability to obtain P&C license after six months of hire

These additional qualifications are a plus, but not required to apply:
College degree preferred.
P & C license
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. Dont be shy. If youre close, wed 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. Weve 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.
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: (link removed) or flip through our recruiting brochure: (link removed)
Follow us on social media to meet our colleagues and see what makes us tick:
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Who you are is who we are.

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.











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