Insurance Optimization Intern at The Auto Club Group developing dashboards for auditing projects and insurance optimization initiatives. Collaborating across business lines for meaningful insights and growth opportunities.
About the role
- Client Advisor managing hybrid business insurance accounts for Marsh McLennan Agency. Handling client relationships, coverage analysis, and insurance services coordination.
Responsibilities
- Utilize exceptional client servicing skills to maintain and expand client relationships
- Provide professional insurance services by coordinating with Producers, Underwriters, Service Team members and other departments
- Provide coverage analysis and risk management recommendations
- Complete applications and prepare submissions
- Negotiate coverage and pricing with carriers
- Prepare proposals according to agency standards
- Resolve issues related to billing and policy changes
- Respond to policy coverage related questions in a timely and professional manner
- Prepare exposure comparison, premium comparisons, renewal reviews and renewal proposals
- Participate in continuing education to maintain a P&C license.
Requirements
- 5+ years relevant insurance brokerage experience
- Active Property & Casualty license
- Experience in managing assigned accounts through the client life cycle, including the renewal process
- Solid coverage, underwriting and risk management knowledge
- Effective oral and written communication and relationship building skills are essential
- Strong analytical and problem-solving skills
- Ability to conduct presentations and speak to diverse groups
- High level of proficiency with Microsoft Office products, including Word, Excel and PowerPoint as well as agency management systems and web browser software
- Exceptional time management and organization skills and demonstrated ability to manage multiple priorities efficiently
- Bachelor’s Degree in Risk Management, Business Administration or other related fields (additional qualification).
Benefits
- Generous time off, including personal and volunteering
- Tuition reimbursement and professional development opportunities
- Hybrid work
- Charitable contribution match programs
- Stock purchase opportunities
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