Insurance Client Success Associate

Energy Jobline ZR; San Diego (CA); On-site; USD 29,000 - 62,000; Full time

Benefits offered by this job

Health and welfare

Tuition assistance

401K

Employee assistance program

Domestic partnership benefits

Career mobility

Employee network groups

Volunteer opportunities

Other programs

Job summary

Marsh & McLennan Agency is seeking an Associate Client Manager to provide technical support to Client Executives and clients, maintaining Business Insurance policies in line with procedures. The role involves preparing documents, managing filings, and coordinating with internal teams to ensure accurate policy administration.

Required is a bachelor's degree (or 2–5 years in the field), knowledge of insurance terminology, and strong MS Office skills.

Qualifications

• Bachelor's degree required, or 2–5 years industry experience with increasing responsibility
• Solid understanding of insurance terminology and broker functions
• Possession and maintenance of a valid unrestricted CA Fire & Casualty License; pursuing designations
• Proficiency with MS Office (Word, Excel, Outlook)

Responsibilities

• Process paperwork for new and renewal business, including applications and submission documents
• Prepare binders, Certificates of Insurance, policies, invoices, and finance agreements
• Handle endorsements, audits, and loss run reviews; order updates as needed
• Maintain and file client records; ensure documentation in ImageRight per guidelines
• Manage tasks in ImageRight and participate in E&O audits
• Establish positive relationships with associates and clients

Skills

Verbal & written communication

Attention to detail

Task prioritization

Problem solving

Education

Bachelor's degree

California Fire & Casualty License

Tools

MS Office (Word, Excel, Outlook)

Job description

Marsh & McLennan Agency is seeking an Associate Client Manager to provide technical support to Client Executives and clients, maintaining Business Insurance policies in line with procedures. The role involves preparing documents, managing filings, and coordinating with internal teams to ensure accurate policy administration.

Required is a bachelor's degree (or 2–5 years in the field), knowledge of insurance terminology, and strong MS Office skills.