Client Manager - Business Insurance
About The Position
As a Client Manager on the Business Insurance team at Marsh McLennan Agency, you will manage client accounts, ensure timely service delivery, and enhance customer satisfaction. The role coordinates the marketing process, prepares proposals, binds coverage, and maintains accurate policy documentation. It also provides administrative support, assists clients with insurance needs, and collaborates with team members to advance agency goals. Marsh Agency helps people and organizations manage risk and prepare for the future through insurance, benefits, retirement, and wealth management strategies. The company emphasizes proactive service, data-driven insights, and helping clients understand how global events can affect local decisions.
Requirements
- High school diploma or equivalent.
- Familiarity with insurance company markets, binding authority, and underwriting guidelines.
- Ability to work well in a team environment, maintain a positive work atmosphere, and develop healthy internal and external relationships.
- Property & Casualty license required within the first three months.
Nice To Haves
- Three or more years of experience in customer service, underwriting, or commercial lines insurance for a carrier or broker.
- AAI, CIC, CISR, or CRIS designation.
Responsibilities
- Manage client accounts.
- Ensure timely delivery of service and enhance customer satisfaction.
- Coordinate the marketing process.
- Prepare proposals and bind coverage.
- Maintain accurate policy documentation.
- Provide administrative support and assist clients with their insurance needs.
- Collaborate with team members to advance agency goals.
Benefits
- Generous time off, including personal time and volunteering.
- Tuition reimbursement and professional development opportunities.
- Charitable contribution match programs.
- Stock purchase opportunities.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
