Client Manager - Personal Insurance

About the role

The Job Marsh McLennan Agency’s Personal Insurance division seeks a dedicated service professional to provide exceptional customer service and tailor risk management solutions for clients. This role offers hands-on training, consistent feedback, and collaboration with driven sales professionals.

Responsibilities

• Handle incoming service requests for customers and carriers
• Inform, educate, and make recommendations to clients, carriers, and underwriters
• Manage new and renewal insurance marketing, including negotiating with carriers and preparing presentation materials
• Analyze coverage acceptability and placement, and provide insurance coverage recommendations
• Update customer information in the agency management system
• Work with colleagues to identify and pursue up-sell and cross-sell opportunities
• Ensure effective and efficient customer service

Requirements

• Passionate about delivering exceptional customer service
• Ready to challenge traditional views of insurance
• Smart and business-minded
• Good with people, especially during challenging times
• Team-oriented and reliable
• Adaptable to changing industry needs
• Committed to professional development and core values of accountability, balance, excellence, integrity, respect, and humanity

Qualifications

• Experience in customer service and risk management
• Strong communication and interpersonal skills
• Ability to analyze and recommend insurance coverage
• Proficiency in using agency management systems
• Knowledge of insurance policies and regulations

Skills

• Customer service skills
• Communication and negotiation skills
• Insurance knowledge and expertise
• Attention to detail
• Teamwork and collaboration

Benefits

• Competitive compensation package
• Performance-based incentives
• Annual profit sharing
• Paid paternity/maternity leave
• Medical leave
• 401K savings
• Wellbeing programs

Pay

Base pay will be determined based on experience, skills, training, location, certifications, and education. Performance-based incentives and annual profit sharing may also apply.

Schedule

Flexible schedule to accommodate the needs of both the employee and the company.