Our not-so-secret sauce. Award-winning, inclusive, Top Workplace culture doesn't happen overnight. It's a result of hard work by extraordinary people. More than 9,000 of the industry's 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 Senior Private Client Advisor at MMA Private Client Services - National. Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With 170 offices across North America, we combine the personalized service model of a local consultant with the global resources of the world's leading professional services firm, Marsh McLennan (NYSE: MMC). A day in the life. The Insurance Associate helps facilitate the day-to-day operation of the MMA 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. As our Insurance Associate on the Private Client Services team, you'll: * Assist in the client review 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. * 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. * 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 Client Advisor Manager 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. Our future colleague. We'd love to meet you if your professional track record includes these skills: * High School Diploma /GED * At least 2 years of insurance experience. * Working knowledge of Microsoft Office Suite be able 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. * 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 six months of hire These additional qualifications are a plus, but not required to apply: * College degree preferred * P & C license * Strong MS Office skills * Strong attention to detail with a focus on accuracy * Strong written and oral communic tion skills We know there are excellent candidates who might not check all of these boxes. Don't be shy. If you're close, we'd 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. We've 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 * Inclusive Culture * Competitive compensation To learn more about a career at MMA, check us out online: http://marshmma.com/careers or flip through our recruiting brochure: https://bit.ly/3Qpcjmw Follow us on social media to meet our colleagues and see what makes us tick: * https://www.instagram.com/lifeatmma/ * https://www.facebook.com/LifeatMMA * https://www.linkedin.com/company/marsh-mclennan-agency/ 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 EOE Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers. #MMAPCS