Marketing Strategy and Onboarding Specialist




Our not-so-secret sauce.

Award-winning, inclusive, Top Workplace culture doesnt happen overnight. Its a result of hard work by extraordinary people. More than10,000 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 as a
Marketing Strategy and Onboarding Specialist
at MMA.

Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With 180 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


This is a hybrid (2 days a week) position, based out of our Palm Beach Gardens office, that may require in person client facing meetings.

The
Marketing Strategy and Onboarding Specialist
will act as the liaison between Sales and Marketing to onboard new business prospects and clients. This position will be responsible for supporting the new business process for all Sales Executives by setting up new clients and prospects in Client Management System(s), creating a submission for Marketing, and managing the process through binding all new lines of coverage before transitioning to a PCS Service Team. The New Business Onboarding Specialists will also assist Sales in policy analysis and determining coverage gap opportunities.


As our Operations Specialist on the Personal Lines Insurance team, you'll take part in

Knowledge of entering New Business in Client Management System setup and management
Review current policies to determine coverage analysis based on client exposures and identify any gaps in coverage.
Prepare AOR letters and New Business submission for Marketing.
Work with Marketing through quoting process and field all underwriting questions and information requests.
Prepare Proposal for Sales to present to Prospect.
Provide binding instructions and all required signed binding documents to Marketing.
Update Client Management System with bound coverage information.
Prepare Summary of Bound Coverage
Invoice all bound lines of coverage.
Follow up on outstanding items, policy review and accuracy.
Facilitate introduction to Account Manager.
All other duties as assigned and required to fulfil the responsibilities of the role.


Our future colleague.

Wed love to meet you if your professional track record includes these skills:

Current and active Florida 2-20 License
Solid technical insurance knowledge and background of private client coverage
Extensive understanding of all software products and agency resources necessary for the efficient management of client information
Advanced working knowledge of Private Client systems and ability to maintain and organize all correspondence in the company document management system.
Excellent organizational skills with high attention to detail.
Ability to manage multiple tasks, deadlines, and adjust priorities in a fast-paced environment.
Possess skills necessary to communicate with clients, carriers and prospects.
High self-motivation with excellent interpersonal skills and the ability to work effectively with diverse backgrounds.
Excellent communication and negotiation skills
Effective team member who proactively assists all other members of this team
Ability to always maintain a professional manner.
Intermediate knowledge of Microsoft Outlook, Excel and Word.


These additional qualifications are a plus, but not required to apply:
Bachelors degree or higher
Experience with EPIC and Sagitta

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
Competitive compensation
Entrepreneurial leadership
Unmatched, scalable resources
Committed to core values
Inclusive culture

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 EOEMinority/Female/Disability/Vet/SexualOrientation/Gender Identity employers.


















































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