The Client Analyst position prepares individuals for a career in client service. Our structured program is designed to educate and prepare self-motivated individuals for a rewarding career at Marsh McLennan Agency. You will be trained by the industry elite and be mentored by seasoned insurance professionals who invest time and resources into your professional growth and success.
Principal Duties and Responsibilities
Respond to departmental requests for administrative assistance
Assist in maintaining files and records in eMMA and set up client shells in Sagitta
Provide clerical assistance with copying, faxing, mass mailings, assembling binders and scanning files as needed
Download department mail from insurance carrier websites daily
Sort, scan and distribute via ImageRight Tasks mail and communications daily
Process Loss Run reports
Request loss runs based on monthly reports and in accordance with the carrier’s requirements
Follow up with the carrier or wholesaler until loss run is received and filed in electronic filing system
Inform Client Administrator/ Manager if the loss run will be delayed
Establish and maintain effective working relations with other associates
Develop familiarity with the department, its functions, and associates
Identify needs and competencies to be acquired for advancement, and make use of appropriate training opportunities
Communicate system or process related problems to supervisor
Enroll in an AIS or AINS designation course
Earn a P&C Producers license upon completion of the program
Other duties as assigned
Knowledge, Skills and Abilities
Required:
Ability to obtain an AZ Property & Casualty Producer License with 90 days of hire
Proficiency in Microsoft Excel and working knowledge in Word, Outlook and PowerPoint1+ years in office or customer service environment
Ability to effectively communicate, both written and verbally, with internal and external parties
Excellent time management, organizational and multi-tasking skills with high attention to detail
Ability to build and maintain effective relationships with carriers, peers and clients
Ability to work independently and in cross-functional teams
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Skills Required
- Ability to obtain an AZ Property & Casualty Producer License within 90 days of hire
- Proficiency in Microsoft Excel
- Working knowledge in Word, Outlook and PowerPoint
- 1+ years in office or customer service environment
- Excellent time management and organizational skills
Marsh McLennan Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Marsh McLennan and has not been reviewed or approved by Marsh McLennan.
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Leave & Time Off Breadth — Leave offerings are described as generous, including sizable PTO, paid holidays, paid sick days, and additional time off such as paid volunteer time and “Summer days.” These time-off benefits are portrayed as a standout part of the overall rewards package.
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Healthcare Strength — Healthcare coverage is characterized as comprehensive, spanning medical, dental, and vision options, with additional supports like disability and life insurance and access to mental health resources and an EAP. The breadth of plan options is positioned as a core strength of the benefits package.
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Retirement Support — Retirement benefits are framed as solid, with 401(k) programs and employer matching frequently highlighted alongside other financial programs. Stock purchase options are also referenced as an additional wealth-building component of the total rewards mix.
Marsh McLennan Insights
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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