Marsh McLennan Agency · 2 days ago
Associate Client Manager - Business Insurance
Marsh McLennan Agency is seeking a passionate and people-oriented customer service professional to join their Business Insurance team. The role focuses on delivering outstanding insurance and risk management customer service to clients, while providing opportunities for professional development and career advancement.
Employee BenefitsHealth CareInsuranceRetirement
Responsibilities
Work with customers and carriers to handle incoming service requests
Manage new and renewal insurance marketing: including negotiating with carriers, preparing presentation and proposal materials, collecting customer information and ordering insurance policies from carriers
Account collaboration: including negotiating with insurance carriers, preparing presentation and proposal materials, collecting customer information and ordering insurance policies from carriers
Update customer information: keep accurate, up-to-date records on customers in our agency management system
Up sell & cross sell: work with your colleagues to find and follow-through on up-sell and cross-sell opportunities
Customer service: ensure that you and your designated sales and service team provide effective and efficient customer service
Plus (the fine print): you’ll follow organization policies and procedures, sales and service standards and established workflows. You’ll ensure quality control through proper file documentation and maintenance. You’ll maintain confidentiality and be an all-around awesome member of our team
Qualification
Required
Passionate and people-oriented customer service professional
Ability to develop, implement and deliver outstanding insurance and risk management customer service
Client service advocate
Passionate about delivering an exceptional level of customer service and support
Understanding of business and people
Good with people, even on tough days
Team player who maintains positive relationships with colleagues
Attention to detail, ability to make deadlines, and accuracy in interactions with clients, colleagues, and carriers
Eager to learn and pursue professional development
Ability to adapt to constant changes in the industry and client needs
Embrace core values: accountability, balance, excellence, integrity, respect, and humanity
Benefits
Paid paternity/maternity leave
Medical leave
401K savings
Other wellbeing programs
Company
Marsh McLennan Agency
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.
Funding
Current Stage
Late StageRecent News
2025-12-09
2025-12-01
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