Client Service Associate, Business Insurance

Marsh McLennan•Madison, NY

12d•Hybrid

About The Position

Client Service Associate , Business Insurance Our not-so-secret sauce. Award-winning, inclusive, Top Workplace culture doesn’t happen overnight. It’s a result of hard work by extraordinary people. The industry’s brightest talent drive our efforts to deliver purposeful work and meaningful impact every day. Learn more about what makes us different and how you can make your mark as a Client Service Associate within our Business Insurance team here at MMA . Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With offices across North America, we combine the personalized service model of a local consultant with the global resources of the world’s leading professional services firm, Marsh McLennan (NYSE: MMC). A day in the life: As a Client Service Associate within our Business Insurance Property & Casualty Gro up, you will support the Account Management and Sales teams , ensur ing the client s’ needs and expectations are met . Among your diverse and challenging responsibilities, you will c oordinate 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 . You will also s upport the process for issuing and managing certificates of insurance, p repar ing 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 . All Client Service Associates can expect ongoing Professional development opportunities that include On-The-Job Training with both management and team members, mentorship, career pathing and Tuition Assistance.

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 Sagita , I mageRight , Salesforce or 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 outlined in the Resource Guide
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