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Palm Beach Gardens

    Marketing Strategy and Onboarding Specialist - Palm Beach Gardens, United States - Marsh McLennan Agency

    Marsh McLennan Agency
    Marsh McLennan Agency Palm Beach Gardens, United States

    3 weeks ago

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    Description

    Marketing Strategy and Onboarding Specialist

    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 than10,000 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 Marketing Strategy and Onboarding Specialist at MMA.

    Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With 180 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

    This is a hybrid (2 days a week) position, based out of our Palm Beach Gardens office, that may require in person client facing meetings.

    The Marketing Strategy and Onboarding Specialist will act as the liaison between Sales and Marketing to onboard new business prospects and clients. This position will be responsible for supporting the new business process for all Sales Executives by setting up new clients and prospects in Client Management System(s), creating a submission for Marketing, and managing the process through binding all new lines of coverage before transitioning to a PCS Service Team. The New Business Onboarding Specialists will also assist Sales in policy analysis and determining coverage gap opportunities.

    As our Operations Specialist on the Personal Lines Insurance team, you'll take part in

    • Knowledge of entering New Business in Client Management System setup and management
    • Review current policies to determine coverage analysis based on client exposures and identify any gaps in coverage.
    • Prepare AOR letters and New Business submission for Marketing.
    • Work with Marketing through quoting process and field all underwriting questions and information requests.
    • Prepare Proposal for Sales to present to Prospect.
    • Provide binding instructions and all required signed binding documents to Marketing.
    • Update Client Management System with bound coverage information.
    • Prepare Summary of Bound Coverage
    • Invoice all bound lines of coverage.
    • Follow up on outstanding items, policy review and accuracy.
    • Facilitate introduction to Account Manager.
    • All other duties as assigned and required to fulfil the responsibilities of the role.

    Our future colleague.

    We'd love to meet you if your professional track record includes these skills:

    • ­Current and active Florida 2-20 License
    • Solid technical insurance knowledge and background of private client coverage
    • Extensive understanding of all software products and agency resources necessary for the efficient management of client information
    • Advanced working knowledge of Private Client systems and ability to maintain and organize all correspondence in the company document management system.
    • Excellent organizational skills with high attention to detail.
    • Ability to manage multiple tasks, deadlines, and adjust priorities in a fast-paced environment.
    • Possess skills necessary to communicate with clients, carriers and prospects.
    • High self-motivation with excellent interpersonal skills and the ability to work effectively with diverse backgrounds.
    • Excellent communication and negotiation skills
    • Effective team member who proactively assists all other members of this team
    • Ability to always maintain a professional manner.
    • Intermediate knowledge of Microsoft Outlook, Excel and Word.

    These additional qualifications are a plus, but not required to apply:

    • Bachelor's degree or higher
    • Experience with EPIC and Sagitta

    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
    • Competitive compensation
    • Entrepreneurial leadership
    • Unmatched, scalable resources
    • Committed to core values
    • Inclusive culture

    To learn more about a career at MMA, check us out online: or flip through our recruiting brochure:

    Follow us on social media to meet our colleagues and see what makes us tick:

    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

    #MMAFL

    #LI-Hybrid

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