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Posted: Friday, August 18, 2017 12:18 AM

Position Summary The Insurance Associate helps facilitate the day-to-day operation of the Private Client Services team. This entails providing administrative support to the Client Advisor Manager, assisting colleagues prepare for prospect and client meetings, managing inbound communications and maintaining office inventory. Responsibilities Stewardship & Sales Support (CA Team/SRC) Assist in the stewardship 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 advisor's direction quote coverages via carrier websites, locate carrier specific information and obtain policy declarations. Managerial Assistance and General Office Support Provide assistance to manager assuring reports, attendance, Travel & Entertainment, special projects are completed accurately and prior to deadline. Provide administrative support to Manager/team with event planning\: invitations, maintain guest list; venue catering. Provide administrative support to Manager with the scheduling of local office client, carrier and guest visits including security clearance, meeting space reservations and proper greeting. General Administrative (Facilitate day-to-day operation of office) Interact with colleagues to assure work assignments given are prioritized as to importance; date needed and are delivered error-free and prior to deadline. At CAM or client advisor's direction 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. Handle incoming/outgoing mail and distribute incoming faxes from main fax to appropriate recipient. Compliance (Professional Standards, Encryption Protocol) Adhere to clean desk and encryption protocols and assist office colleagues with adherence to policies. Adhere to principals of the Greater Good by encompassing Marsh Best Practices for Compliance and Transparency professional standards. Professional Development Complete all Marsh/PCS required learning courses and utilize internal reference tools to keep current on company policies/procedures, carrier developments and marketplace trends. Take an active role in personal professional development by discussing career aspirations with your manager and if applicable, jointly establishing a development plan. Education (degree / diploma) High school diploma / GED. Some college experience preferred Experience in a professional office environment preferred. Experience At least 2 years of personal insurance experience required Knowledge and skills (general and technical) Working knowledge of Microsoft Office Suite and has an ability to navigate through multiple systems without assistance. Proficiency in the daily use of carrier websites for the purposes of quoting, locating carrier specific information and obtaining policy declarations as needed. 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 analyze data and interpret appropriate action. Works well within established procedures. Other requirements (licenses, certifications, specialized training) Holds appropriate P&C license (or initiates licensing class within 3-months of date of hire and passes licensing exam within 3-months of course completion, as State regulations permit) Marsh is a global leader in insurance broking and risk management. In more than 130 countries, our experts in every facet of risk and across industries help clients to anticipate, quantify, and more fully understand the range of risks they face. We work with clients of all sizes to define, design, and deliver innovative solutions to better quantify and manage risk. We offer risk management, risk consulting, insurance broking, alternative risk financing, and insurance program management services to businesses, government entities, organizations, and individuals around the world. To every client interaction we bring an unmatched combination of deep intellectual capital, industry-specific expertise, global experience, and collaboration. Since 1871, clients have relied on Marsh for trusted advice, to represent their interests in the marketplace, make sense of an increasingly complex world, and help turn risks into new opportunities for growth. Our more than 30,000 colleagues work on behalf of our clients, who are enterprises of all sizes in every industry, and include individuals, multinational organizations, and government entities worldwide. We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. Visit www.marsh.com for more information and follow us on LinkedIn and Twitter @MarshGlobal Marsh and its separately incorporated operating entities around the world are part of Marsh & McLennan Companies, a publicly held company (ticker symbol\: MMC). Marsh & McLennan Companies offers competitive salaries and comprehensive benefits and programs including\: health and welfare, tuition assistance, 401K, employee assistance program, domestic partnership benefits, career mobility, employee network groups, volunteer opportunities, and other programs. For more information about our company, please visit us at\: http\://www.mmc.com/. We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. For more information, please visit us at\: www.mmc.com/diversity. Marsh & McLennan Companies and its Affiliates are EOE Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers.

Source: http://www.juju.com/jad/00000000bpne4i?partnerid=af0e5911314cbc501beebaca7889739d&exported=True&hosted_timestamp=0042a345f27ac5dc3c5f29642e3c408bf8f3130bd111ef53609c25c862a683de


• Location: Miami

• Post ID: 63843213 miami
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