Client Manager - Personal Insurance

About the role

The Job Marsh Agency’s Personal Insurance division is looking for a passionate and people‑oriented service professional to develop, implement and deliver outstanding insurance and risk management customer service to our clients. Our ideal candidate is adept at providing exceptional customer service and supporting the needs of our clients, tailoring personal risk management solutions according to their client’s unique circumstances. In your career at Marsh Agency, you’ll be given constant support, with a hands‑on training program, consistent feedback and development, and work alongside driven and passionate sales professionals. We will give you access to mentorship, training, resources, and development to ensure your success, but you will need to supply the spirit. Our colleagues don’t stop short of excellence and are compelled to do what’s best for their clients, colleagues and communities. From admin to accounting and everything in between, we believe our team is all in sales together. We're dedicated to representing our brand with excellence and integrity in every interaction. We collaborate with intention and know every one of us plays a vital role in our shared success.

Responsibilities

• Work with customers and carriers to handle incoming service requests.
• Inform, educate, and make recommendations to clients, carriers and underwriters.
• Manage new and renewal insurance marketing: including negotiating with carriers, preparing presentation and proposal materials, collecting customer information and ordering insurance policies from carriers.
• Analysis: determine acceptability and placement of coverage and provide customers with insurance coverage recommendations for improved or additional coverage.
• Update customer information: ensure account data is accurately captured, entered and maintained in our agency management system.
• Up sell & cross sell: work with colleagues to find and follow‑through on up‑sell and cross‑sell opportunities.
• Customer service: ensure that you and your designated sales and service team provide effective and efficient customer service.
• Follow organization policies and procedures, sales and service standards and established workflows.
• Ensure quality control through proper file documentation and maintenance.
• Maintain confidentiality and be an all‑around awesome member of our team.

Requirements

• Client service advocate passionate about delivering an exceptional level of customer service and support.
• Smart, understands business and people.
• Good with people, even on tough days.
• Team oriented, maintains positive relationships with colleagues.
• Detail‑oriented, meets deadlines, accurate and complete when interacting with clients, colleagues and carriers.
• Earnest about improving and pursuing professional development.
• Adaptable to industry changes and evolving client needs.
• Embraces core values: accountability, balance, excellence, integrity, respect and humanity.

Benefits

• Paid paternity/maternity leave
• Medical leave
• 401K savings
• Other wellbeing programs

Pay

Base pay determined on factors such as experience, skills, training, location, certifications, and education; honoring all local and state salary thresholds. Position may be eligible for performance‑based incentives and annual profit sharing, decided on a case‑by‑case basis.