Client Manager - Personal Insurance

About the role

The Job Marsh McLennan Agency’s Personal Insurance division seeks a dedicated service professional to manage customer service requests, negotiate with carriers, and provide tailored risk management solutions.

Responsibilities

• Handle incoming service requests and provide informed, educational, and recommendation services to clients, carriers, and underwriters.
• Negotiate with carriers, prepare presentation and proposal materials, collect customer information, and order insurance policies from carriers.
• Analyze coverage acceptability and placement, and provide insurance coverage recommendations for clients.
• Update customer information in the agency management system.
• Identify and pursue up-sell and cross-sell opportunities.
• Provide effective and efficient customer service to designated sales and service teams.
• Adhere to organization policies, procedures, sales and service standards, and established workflows.
• Maintain quality control through proper file documentation and confidentiality.

Requirements

• A passion for delivering exceptional customer service.
• Experience with insurance and risk management.
• Strong interpersonal and communication skills.
• Ability to analyze and recommend insurance coverage.
• Attention to detail and ability to meet deadlines.
• Team-oriented mindset and positive relationships with colleagues.
• Commitment to continuous learning and professional development.
• Flexibility to adapt to changing industry needs.

Qualifications

• Education in a related field preferred.
• Experience in customer service and/or insurance industry.
• Knowledge of insurance products and regulations.
• Proficiency in Microsoft Office and agency management systems.

Skills

• Excellent communication and problem-solving skills.
• Ability to work independently and as part of a team.
• Strong organizational and time management skills.
• Customer service orientation and empathy.

Benefits

• Competitive compensation package including base pay, performance-based incentives, annual profit sharing, and a benefits package.
• Paid paternity/maternity leave, medical leave, 401K savings, and other wellbeing programs.

Pay

Base pay will be determined based on experience, skills, training, location, certifications, and education.

Schedule

Flexible schedule to accommodate the needs of the position and the client base.