Client Service Associate, Business Insurance

Marsh McLennan Agency; New York (NY); Hybrid; USD 41,000 - 77,000; Full time

Benefits offered by this job

Hybrid work

Tuition reimbursement

Professional development

401K and retirement programs

Charitable contribution match

Stock purchase opportunities

Job summary

Marsh McLennan Agency in New York is seeking a Client Service Associate on our Business Insurance team. You will support Account Management and Sales, coordinate marketing for new and renewal group business, compile data, solicit quotes, and prepare cost sheets according to guidelines.

The role requires strong written and oral communication, time management, Microsoft Office proficiency, and an active insurance license or plan to obtain it within 3 months.

Qualifications

• Active license in Property & Casualty or willingness to obtain within 3 months
• Strong written and verbal communication skills and client-relations ability
• Proficiency with Word, Excel and PowerPoint
• Excellent time management and organizational skills
• Willingness to pursue licensing within 3 months of employment

Responsibilities

• Support Account Management and Sales teams to meet client needs and expectations
• Coordinate and complete the marketing process for new and renewal group business, compile data, solicit quotes
• Assist with issuing/managing certificates of insurance and preparing client materials for planning, renewal, and reviews
• Engage in client-facing interactions and contribute to ongoing professional development and mentorship

Skills

Insurance license

Client relationship building

Strong communication

Time management

Licensing readiness

Education

Bachelor's degree in Risk Management or Business

Exposure to Applied Epic

Tools

Microsoft Office

Applied Epic

Job description

Client Service Associate , Business Insurance

Our not-so-secret sauce.

Award-winning, inclusive, Top Workplace culture doesn’t happen overnight. It’s a result of hard work by extraordinary people. The industry’s brightest talent drive our efforts to deliver purposeful work and meaningful impact every day. Learn more about what makes us different and how you can make your mark as a Client Service Associate within our Business Insurance team here at MMA .

Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With offices across North America, we combine the personalized service model of a local consultant with the global resources of the world’s leading professional services firm, Marsh McLennan (NYSE: MMC).

A day in the life:

As a Client Service Associate within our Business Insurance Property & Casualty Gro up, you will support the Account Management and Sales teams , ensur ing the client s’ needs and expectations are met . Among your diverse and challenging responsibilities, you will c oordinate and complete the marketing process for new and renewal group business by compiling data, soliciting quotes, monitoring bid requests, corresponding with vendors and preparing complex cost sheets according to the marketing process and workflow guidelines outlined in the Resource Guide . You will also s upport the process for issuing and managing certificates of insurance, p repar ing client communication materials used in strategic planning, renewal and/or quarterly reviews, finalist presentations, as well as any other client facing interactions during the year . All Client Service Associates can expect ongoing Professional development opportunities that include On-The-Job Training with both management and team members, mentorship, career pathing and Tuition Assistance.

Our future colleague.

We would love to meet you if your professional track record includes these skills and experiences :

• At least one year of Property & Casualty Insurance experience, preferably within a brokerage environment
• Very effective oral and written communication skills as well as client relationship building skills
• High level of proficiency with Microsoft Office products, including Word, Excel and PowerPoint
• Exceptional time management and organization skills
• Active insurance license or willingness to obtain it within 3 months of employment

These additional qualifications are a plus, but not required to apply:

• A college degree in Risk Management, Business or another related program
• Exposure to Applied Epic

We know there are excellent candidates who might not check all of these boxes. Don’t be shy. If you’re close, we’d be very interested in meeting you.

Valuable Benefits.

We value and respect the impact our colleagues make every day both inside and outside of work. Our culture promotes colleague well-being through robust benefits programs and resources, professional and personal development opportunities, and fulfillment through meaningful work.

Some benefits included in this role are:

• Generous time off, including personal and volunteering
• Tuition reimbursement and professional development opportunities
• Hybrid work
• Charitable contribution match programs
• Stock purchase opportunities

To learn more about a career at MMA, check us out our website or flip through recruiting brochure .

Follow us on social media to meet our colleagues and see what makes us tick:

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Who you are is who we are.

We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. We are always seeking those with ethics, talent, and ambition who are interested in joining our client-focused teams.

Marsh McLennan and its affiliates are EOEMinority/Female/Disability/Vet/SexualOrientation/Gender Identity employers.

#MMABI

-Hybrid

The applicable base salary range for this role is $41,200 to $76,800.

The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.

We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs.