Personal Insurance Client Service Representative jobs in United States
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Marsh McLennan · 4 weeks ago

Personal Insurance Client Service Representative

Marsh McLennan Agency is a leading provider of business insurance and employee benefits solutions. They are seeking a Client Service Representative to manage client inquiries, provide exceptional customer service, and assist with insurance policy changes and recommendations.

Financial ServicesProfessional ServicesService Industry
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H1B Sponsor Likelynote

Responsibilities

Receive phone calls and office visitors requesting changes to existing coverage and/or new policies. Determine acceptability and placement make recommendations, complete applications or endorsement requests and collect premium when applicable
Review existing accounts to determine if an additional line of insurance or coverage of insurance should be recommended
Maintain and develop underwriting knowledge as well as procedures for all carriers using internet sites
Assist in meeting monthly pre-established goals
Handle all clients with a high level of customer service to ensure excellent customer satisfaction and professionalism at every service contact
Inform, educate, and make recommendations to clients about policy coverage, changes, exclusions and insurance coverage needs
Perform other duties as requested, including exercising discretion and judgment prioritizing workload

Qualification

PropertyCasualty LicensePersonal lines insurance knowledgeCustomer serviceDiscretionJudgmentCommunication skills

Required

Property and Casualty License must be obtained within 75 days of the first day of New Hire Onboarding
Basic knowledge of personal lines insurance coverage
The employee is responsible for adherence to the stated expectations of the E&O Plus Quality Management Program

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

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Marsh McLennan (NYSE: MMC) is a global leader in risk, strategy and people, advising clients in 130 countries across four businesses: Marsh, Guy Carpenter, Mercer and Oliver Wyman.

H1B Sponsorship

Marsh McLennan has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (4)
2024 (2)
2023 (8)
2022 (6)
2020 (11)

Funding

Current Stage
Public Company
Total Funding
$11.2B
2024-10-30Post Ipo Debt· $7.25B
2024-02-14Post Ipo Debt· $1B
2023-09-06Post Ipo Debt· $1.6B

Leadership Team

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Joe Hayes
Senior Vice President, COO Private Client Services
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Katherine Brennan
SVP, General Counsel
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Company data provided by crunchbase