Sales Insurance Associate

Company:Marsh McLennan Agency

Description:

The Sales Insurance Associate helps facilitate the day-to-day operation of MMA Private Client Services National Pacific Sales. This entails collaborating with the regional sales teams to provide critical support including quoting, risk reporting, proposals, onboarding, and other projects. This role provides a career path and exposure into our broader sales organization.

Interested? Keep reading.

Your goals. Your ambitions. Your definition of success. At MMA PCSN, we believe nothing should stand in your way of making these a reality. As a colleague, you’ll get personal and professional development opportunities, a driven and entrepreneurial team-oriented environment, the flexibility you desire and leaders at all levels who are committed to maintaining high levels of colleague engagement.

As a part of Marsh McLennan (NYSE: MMC), the world’s leading professional services firm in risk, strategy, and people, MMA PCSN colleagues are part of a network of resources and expertise that sets our organization apart from the competition.

What can you expect?

• You will receive on the job, computer based, and side-by-side training to become successful in this role
• Work alongside tenured colleagues to gain experience and skill sets for professional growth
• Initiate the process of obtaining a California Property & Casualty (P & C) broker’s license within 30-days of employment

What is in it for you?

• A company with a strong brand and strong results to match
• Culture of internal mobility, collaboration, and valued partnership with HR from the business
• Employee Resource Groups, which provide access to leaders, relevant volunteer and mentoring opportunities and interactions with counterparts in industry groups and client organizations
• Competitive pay (salary and performance bonus potential), Full benefits package – starting day one (medical, dental, vision, life insurance, 401k match AND contribution)
• Flexible work opportunities for work/life balance
• Tuition Reimbursement plan per year and participation in our Employee Stock Purchase Plan

We will count on you to:

• Assist in the new business process by completing location checks, risk reporting, quoting, proposals, binding, and special projects
• Assist in the new business process by establishing Applied file, creating binders, identification cards, cancellation forms, new client onboarding, and coordination of new business policy delivery
• Process endorsements, mortgagee/lienholder inquiries, client identification requests, and billing inquiries
• Facilitate day-to-day operation of sales colleagues by updating team library and carrier directories
• Quote coverages via carrier websites, locate carrier specific information, and obtain policy declarations
• Provide support to Manager/team with event planning, scheduling, and projects as required
• Interact with colleagues to assure work assignments given are prioritized as to importance, date needed, and are delivered error-free and prior to deadline

What you need to have: 

• College degree and 2 years of personal lines insurance experience preferred
• Strong Microsoft Office Suite skills (Outlook, Word, Excel, PowerPoint) and ability to navigate through multiple systems without assistance
• Excellent organizational and time-management skills to handle multiple tasks, prioritize effectively, and meet deadlines
• Detail oriented to ensure accuracy
• Possess self-discipline, self-motivation, and ability to meet assigned objectives
• Ability to analyze data and interpret appropriate action
• Ability to work well within established procedures
• Ability to work collaboratively in a matrix environment
• Holds appropriate P&C license or ability to obtain after 30-days of hire

What makes you stand out?

• Previous experience servicing High Net Worth Clientele
• P & C license in the state of California
• Proficiency in the daily use of carrier websites for the purposes of quoting, locating carrier specific information, and obtaining policy declarations as needed

MMA encourages all its colleagues to pursue dreams without limits. We promote curiosity and creativity. We gain new insight from diverse thinking and take risks on new ideas. 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.

We further believe a business culture that supports a healthy, safe work environment does so by offering the right benefits, programs, policies, and opportunities to keep colleagues engaged and productive including: health and welfare, tuition assistance, 401K, employee assistance program, volunteer opportunities, flexibility and other programs. Our organization is no exception. MMA was named a 2022 Top Workplace and Top Workplace awards for cultural excellence in the areas of professional development, DE&I practices, and employee well-being.

Marsh McLennan and its Affiliates are EOE Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers.

At MMA, your future is limitless. For more information about our company, please visit us at: http://marshmma.com/careers.

#LI-Hybrid

#MMAPCS

The applicable base salary range for this role is $45,700 to $85,300.

The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. Decisions will be determined on a case-by-case basis. 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.