Insurance Client Care Team Representative

Marsh LLC; Phoenix (AZ); Remote; USD 71,000 - 114,000; Full time

Job summary

Marsh LLC is seeking a Customer Care Representative to join their Private Client Services team in Phoenix. This role involves supporting affluent clients, ensuring exceptional service, and managing client inquiries. Candidates should possess a Property & Casualty License and have experience in client-facing roles. Marsh values diversity and encourages applications from all backgrounds.

Benefits

Health benefits

Tuition assistance

401K

Wellbeing programs

Qualifications

• Experience with Personal Lines Insurance for High Net Worth clients.
• Client-facing experience is essential.
• Ability to maintain confidentiality and professionalism.

Responsibilities

• Review client exposures and recommend appropriate products.
• Provide client service via Zoom, phone, or email.
• Negotiate with insurance carriers for coverage options.

Skills

Client service orientation

Teamwork skills

Confidentiality

Education

Property & Casualty (P&C) License

Tools

Agency Management System

Job description

Award-winning, inclusive, Top Workplace culture doesn’t happen overnight. It’s a result of hard work by extraordinary people. More than 11,000 of 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 thrive at Marsh McLennan Agency (MMA).

MMA provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With 200 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 Customer Care Representative on the Private Client Services Customer Care Team, you’ll support a large book of business for our entry-level affluent clientele. You will work alongside experienced colleagues to gain skills for professional growth :

1. Review client exposures, risk tolerance, loss experience, and current coverages, recommending appropriate products and services.
2. Provide client service by responding to questions and issues via Zoom, phone, or email.
3. Answer incoming client calls during designated hours.
4. Address client inquiries courteously and helpfully.
5. Direct calls to the appropriate department or team member.
6. Create and present renewal comparisons and conduct annual reviews upon client request.
7. Leverage Private Client Services Specialty Practices, including surplus lines placements.
8. Ensure client retention through exceptional service.
9. Expand client programs where needed.
10. Negotiate with insurance carriers for coverage options, complying with all regulations.
11. Quote coverages for existing clients.
12. Communicate risk solutions and binding instructions to carriers.
13. Maintain accurate binders, policies, and relevant documents.
14. Use the Agency Management System accurately and timely.
15. Meet all regulatory and internal policy requirements.
16. Escalate service concerns to appropriate departments.

Our future colleague

We’d love to meet you if you have:

1. Property & Casualty (P&C) License
2. Experience with Personal Lines Insurance for High Net Worth clients
3. Client-facing experience
4. Client service orientation and expectation management skills
5. Ability to maintain confidentiality and professionalism
6. Adherence to policies, practices & procedures
7. Teamwork skills

Additional qualifications (preferred but not required):

1. Experience with an Agency Management System
2. Relationships with luxury carriers like AIG, Chubb, PURE

We encourage candidates who are close to meeting these qualifications to apply.

The salary range for this role is $71,200 - 113,600, determined by experience, skills, location, and other factors. It may include performance incentives. We offer a comprehensive rewards package including health benefits, tuition assistance, 401K, and wellbeing programs.

Who you are is who we are

We value diverse backgrounds and perspectives. We seek candidates with ethics, talent, and ambition to join our client-focused teams.

Marsh McLennan and affiliates are EOE/Minority/Female/Disability/Vet/LSBTQ+ employers.

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