The Associate Advisor supports Client Advisors with insurance placements, maintains client relationships, monitors renewal protocols, and processes insurance details.
Company:MarshDescription:
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.
Top Skills
Excel
MS Office
Outlook
PowerPoint
Similar Jobs
Fintech
The Associate Wealth Management Advisor assists Wealth Management Advisors by managing client relationships and supporting financial services to meet client goals, driving revenue, and achieving service standards.
Top Skills:
MS Office
Information Technology • Internet of Things • Mobile • On-Demand • Software
As a Strategic Sales Engineer II, you will design network solutions, collaborate with sales teams and clients, mentor junior engineers, and lead consultative meetings to drive business outcomes in enterprise connectivity.
Top Skills:
BgpCosCwdmDnsDwdmEthernetMplsExcelMs PowerpointMs VisioMs WordOspfQosSd-WanSipTcp/IpVoipVplsVpn
Automotive • Hardware • Robotics • Software • Transportation • Manufacturing
The Program Buyer manages all aspects of purchasing activities for assigned automotive programs, ensuring timely sourcing, supplier readiness, and cost-effectiveness while supporting program development and supplier relationships.
Top Skills:
MS Office
What you need to know about the Boston Tech Scene
Boston is a powerhouse for technology innovation thanks to world-class research universities like MIT and Harvard and a robust pipeline of venture capital investment. Host to the first telephone call and one of the first general-purpose computers ever put into use, Boston is now a hub for biotechnology, robotics and artificial intelligence — though it’s also home to several B2B software giants. So it’s no surprise that the city consistently ranks among the greatest startup ecosystems in the world.
Key Facts About Boston Tech
- Number of Tech Workers: 269,000; 9.4% of overall workforce (2024 CompTIA survey)
- Major Tech Employers: Thermo Fisher Scientific, Toast, Klaviyo, HubSpot, DraftKings
- Key Industries: Artificial intelligence, biotechnology, robotics, software, aerospace
- Funding Landscape: $15.7 billion in venture capital funding in 2024 (Pitchbook)
- Notable Investors: Summit Partners, Volition Capital, Bain Capital Ventures, MassVentures, Highland Capital Partners
- Research Centers and Universities: MIT, Harvard University, Boston College, Tufts University, Boston University, Northeastern University, Smithsonian Astrophysical Observatory, National Bureau of Economic Research, Broad Institute, Lowell Center for Space Science & Technology, National Emerging Infectious Diseases Laboratories