Client Manager - Personal Insurance
Marsh McLennan 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 unique circumstances.
About the role
In your career at MMA, 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.
What You'll Be Doing
- 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.
- Determine acceptability and placement of coverage and provide customers with insurance coverage recommendations for improved or additional coverage.
- Ensure account data is accurately captured, entered and maintained in our agency management system.
- Work with colleagues to find and follow-through on up-sell and cross-sell opportunities.
- 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 contribute as an all-around team member.
Who We're Looking For
- You’re a client service advocate who is passionate about delivering an exceptional level of customer service and support.
- You’re ready to challenge the status-quo and think differently about “insurance.”
- You’re smart, understand business and people, and maintain positive relationships with colleagues and clients.
- You’re dependable, detail-oriented, accurate, and meet deadlines consistently.
- 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.
- Excellent candidates who may not check every box are encouraged to apply.
Benefits
- Competitive compensation package; base pay determined by experience, skills, training, location, certifications, and education.
- Performance-based incentives and annual profit sharing.
- Benefits package including paid paternity/maternity leave, medical leave, 401K savings and other wellbeing programs.