Associate Client Manager - Business Insurance

About the role

The Marsh McLennan Agency’s Business Insurance team is seeking a passionate, people‑oriented customer service professional to develop, implement, and deliver outstanding insurance and risk‑management service to our clients. This entry‑level position offers mentorship, training, resources, and development opportunities, with a clear career path for advancement and specialization.

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.
• Collaborate on accounts by negotiating with insurance carriers, preparing presentation and proposal materials, collecting customer information, and ordering policies.
• Update customer information and maintain accurate, up‑to‑date records in the agency management system.
• Identify and pursue up‑sell and cross‑sell opportunities in partnership with colleagues.
• Provide effective and efficient customer service alongside the designated sales and service team.
• Follow organization policies, 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.

Qualifications

• Strong passion for delivering exceptional customer service and support.
• Solid understanding of business concepts and people dynamics.
• Excellent interpersonal skills, especially during challenging situations.
• Team‑player mindset with a focus on building positive relationships.
• Detail‑oriented, reliable, and able to meet deadlines with accurate, complete work.
• Eagerness to learn, improve, and pursue professional development.
• Adaptability to a constantly changing industry and client needs.
• Desire for meaningful change and willingness to move beyond a “corporate vanilla” structure.
• Alignment with core values: accountability, balance, excellence, integrity, respect, and humanity.

Pay

The base pay is determined by experience, skills, training, location, certifications, and education, and will honor all local and state salary thresholds. The role may also be eligible for performance‑based incentives and annual profit sharing.

Benefits

• Competitive compensation package.
• Performance‑based incentives and annual profit sharing.
• Paid paternity/maternity leave and medical leave.
• 401(k) savings plan.
• Additional wellbeing programs.