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Marsh McLennan Agency · 21 hours ago

Client Service Associate, Business Insurance

New York, NY

Full-time

Hybrid

Entry Level

$41K/yr - $77K/yr

1+ years exp

Marsh McLennan Agency is a leading provider of business insurance and employee benefits solutions. The Client Service Associate will support the Account Management and Sales teams in meeting client needs and expectations while coordinating the marketing process for new and renewal business.

Employee BenefitsHealth CareInsuranceRetirement

Growth Opportunities

Responsibilities

Support the Account Management and Sales teams, ensuring the clients’ needs and expectations are met

Coordinate 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

Support the process for issuing and managing certificates of insurance

Preparing 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

Qualification

Property & Casualty InsuranceMicrosoft OfficeClient relationship buildingTime managementActive insurance licenseWillingness to obtain licenseExposure to SagitaExposure to ImageRightExposure to SalesforceExposure to EpicOral communicationWritten communicationOrganization skills

Required

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

Preferred

A college degree in Risk Management, Business or another related program

Exposure to Sagita, ImageRight, Salesforce or Epic

Benefits

Generous time off, including personal and volunteering

Tuition reimbursement and professional development opportunities

Hybrid work

Charitable contribution match programs

Stock purchase opportunities

Health and welfare benefits

Tuition assistance

401K savings and other retirement programs

Employee assistance programs

Company

Marsh McLennan Agency

Glassdoor4.4

Marsh McLennan is an insurance company that provides business insurance, employee benefits, and private client insurance solutions. It is a sub-organization of Marsh & McLennan.

Founded in 2003

White Plains, New York, USA

10001+ employees