Associate Client Manager - Business Insurance

About the role

Marsh McLennan Agency’s Business Insurance team is looking for a passionate and people-oriented customer service professional to develop, implement, and deliver outstanding insurance and risk management customer service to our clients. This position provides an excellent opportunity for you to sharpen your skills and develop in your career at MMA, with a promising career path and opportunities to move up the ladder and specialize in high-level client service and industry focuses. We provide mentorship, training, resources, and development to ensure your success.

Our ideal candidate is hungry, humble, and smart—they don’t stop short of excellence and are driven to do what’s best for their clients, colleagues, and communities. We believe our team is all in sales together and are dedicated to representing our brand with excellence and integrity in every interaction.

Responsibilities

• Work with customers and carriers to handle incoming service requests.
• Manage new and renewal insurance marketing, including negotiating with carriers, preparing presentation and proposal materials, collecting customer information, and ordering insurance policies from carriers.
• Update customer information and maintain accurate, up-to-date records in our agency management system.
• Upsell and cross-sell by working with colleagues to identify and follow through on opportunities.
• Ensure effective and efficient customer service alongside your designated sales and service team.
• Follow organization policies and procedures, sales and service standards, and established workflows.
• Ensure quality control through proper file documentation and maintenance.
• Maintain confidentiality and contribute positively as a team member.

Requirements

• You’re a client service advocate passionate about delivering exceptional customer service and support.
• You understand business and people and are good with people, even on tough days.
• You’re a team player who maintains positive relationships with colleagues and enjoys collaboration.
• You’re detail-oriented, dependable, and ensure accuracy and completeness in all interactions.
• You love to learn and are earnest about improving and pursuing professional development.
• You can adapt to industry changes and evolving client needs.
• You embrace our core values: accountability, balance, excellence, integrity, respect, and humanity.

We know there are excellent candidates who might not check all these boxes. If you're close, we’d be very interested in meeting you.

Benefits

• Competitive compensation package, including base pay determined by experience, skills, training, location, certifications, and education.
• Eligibility for performance-based incentives and annual profit sharing.
• Paid paternity/maternity leave and medical leave.
• 401K savings and other wellbeing programs.

Decisions will be determined on a case-by-case basis.