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Insurance Associate at Marsh & McLennan Companies

Posted in Other 30+ days ago.

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Location: San Francisco, California

Job Description:
Insurance Associate - PCS

Job Summary :

Supports a mid-sized team of Sales Professionals with account management tasks for various account scopes and complexities.

Responsibilities :
  • Facilitates communication across businesses, internally and externally, composes correspondences for circulation and handles service calls from agents
  • Creates policy files, ensuring all documents are in the file according to company standards as well as communicates with agents to acquire necessary documents
  • Assists with presentation and deliverable creation for account work, manages the creation of an agenda and all logistical matters for relevant meetings and exchanges
  • Collects and compiles satisfaction survey results for all existing team accounts and reports on results to the Sales Professionals
  • Handles accounting matters and reconciles Accounts Receivable with accounting differences and additional financial account management responsibilities

  • Minimum 2 years in the Property & Casualty (P&C) Insurance industry
  • Hold an active P&C license as well as maintain the license
  • Minimum High School Diploma/GED required
  • MS Office proficient (Word, Excel, PowerPoint, Outlook)

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 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: 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: .

Marsh & McLennan Companies and its Affiliates are EOE Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers.