Associate Advisor

Reposted 4 Days Ago
Be an Early Applicant
4 Locations
In-Office
73K-154K Annually
Mid level
Fintech • HR Tech • Insurance • Consulting
The Role
The Associate Advisor supports Client Advisors in insurance placement, manages client relationships, and ensures timely processing of policies and renewals.
Summary Generated by Built In
Company:Marsh

Description:

We are seeking a talented individual to join our Casualty team at Marsh. This role will be based in the New York. This is a hybrid role that has a requirement of working at least three days a week in the office.

The Associate Advisor will support Client Advisors by providing support for insurance placement activities. This role involves maintaining ongoing relationships with clients and team colleagues to effectively service clients and contribute to business growth and retention.

We will count on you to:

  • Work closely with Casualty Advisors to drive business and retention and improve the client experiences throughout the proposal and renewal process.
  • Review contracts and audits, and follow up regarding endorsements, policy issuance, extensions and cancellations and escalate concerns to direct manager or client team, as appropriate.
  • Monitor the renewal cycle by ensuring renewal protocol is complete (via tools available) gathering information, tracking quotes, and ensuring documents are issued correctly and on-time in accordance with our professional standards.
  • Monitor the maintenance of proper records for reporting and audit purposes and process insurance details into the database.
  • Strengthen and maintain relationships with clients, prospects, client teams and producers to provide best in class service and drive growth and retention.
  • Respond directly to simple and moderately difficult client questions and requests and solicit assistance from Casualty Advisor as needed.
  • Ensure all client information is collect reviewed, update and communicated to placement team for optimal program solutions and pricing.

What you need to have:

  • Bachelor’s Degree.
  • 2-4 years experience in support role for the insurance industry.
  • Proficient use of MS Office tools (Outlook, Word, PowerPoint, and Intermediate Excel skills to include use of pivot tables and formulas).
  • Must be able to multitask and work in a fast-paced environment.
  • Must have excellent verbal and written communication skills.
  • Broker licensed a plus OR able and willing to obtain within six (6) months of hire.

What makes you stand out:

  • P&C licensed.
  • High attention to detail and collaborative skill set.
  • Willingness to learn and be successful in the commercial insurance field.

Why join our team:

  • We help you be your best through professional development opportunities, interesting work, and supportive leaders.
  • We foster a vibrant and inclusive culture where you can work with talented colleagues to create innovative solutions and have an impact on colleagues, clients, and communities.
  • Our scale enables us to provide a range of career opportunities, as well as benefits and rewards to enhance your well-being.

Marsh Risk is a business of Marsh (NYSE: MRSH), a global leader in risk, reinsurance and capital, people and investments, and management consulting, advising clients in 130 countries. With annual revenue of over $24 billion and more than 90,000 colleagues, Marsh helps build the confidence to thrive through the power of perspective. For more information about Marsh Risk, visit marsh.com, or follow us on LinkedIn and X.

Marsh is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, veteran status (including protected veterans), or any other characteristic protected by applicable law. If you have a need that requires accommodation, please let us know by contacting [email protected].

Marsh is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office. All Marsh colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one “anchor day” per week on which their full team will be together in person.

The applicable base salary range for this role is $72,500 to $154,300.

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.

Top Skills

Excel
MS Office
Pivot Tables
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The Company
HQ: New York, NY
78,000 Employees
Year Founded: 1871

What We Do

Marsh McLennan (NYSE: MMC) brings together nearly 78,000 experts in risk, strategy, and people across Marsh, Guy Carpenter, Mercer, and Oliver Wyman, serving clients in over 130 countries.

Marsh enables enterprise worldwide by helping clients manage risks, transforming uncertainty into opportunity.

Guy Carpenter helps clients grow profitably with reinsurance broking expertise, advisory services, and advanced analytics.

Mercer helps organizations advance the health, wealth, and careers of their most vital asset — their people.

Oliver Wyman’s expertise in strategy, operations, risk, and organization transformation changes what is possible for our clients, their industries, and society.

Together, we combine a unique range of capabilities to help our clients solve problems, seize opportunities, and build lasting success in increasingly complex operating environments.

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