Client Service Associate, Business Insurance

Marsh McLennan•Madison, NY

6d•Hybrid

About The Position

Marsh McLennan Agency (MMA) is seeking a Client Service Associate for their Business Insurance team. This role supports the Account Management and Sales teams to ensure client needs and expectations are met. The position involves coordinating and completing the marketing process for new and renewal group business, including compiling data, soliciting quotes, monitoring bid requests, corresponding with vendors, and preparing cost sheets. Additionally, the role supports the issuance and management of certificates of insurance and prepares client communication materials for strategic planning, reviews, and presentations.

Requirements

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

Nice To Haves

A college degree in Risk Management, Business or another related program
Exposure to Applied Epic

Responsibilities

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.
Support the process for issuing and managing certificates of insurance.
Prepare 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.