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Associate Advisor
Associate AdvisorMarsh McLennan • New York, NY, US
Associate Advisor

Associate Advisor

Marsh McLennan • New York, NY, US
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Casualty Team Associate Advisor

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 collected, reviewed, updated 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.
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    Associate Advisor • New York, NY, US

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