Client Service Associate, Business Insurance

Marsh • Saddle Brook, NJ

92d • $40,200 - $74,900

About The Position

As a Client Service Associate within our Business Insurance Property & Casualty Group, you will support the Account Management and Sales teams, ensuring the clients’ needs and expectations are met. Among your diverse and challenging responsibilities, you will 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. You will also support the process for issuing and managing certificates of insurance, preparing 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.
• Strong 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, ImageRight, Salesforce or Epic.

Responsibilities

• Support the Account Management and Sales teams.
• Coordinate and complete the marketing process for new and renewal group business.
• Compile data and solicit quotes.
• Monitor bid requests and correspond with vendors.
• Prepare complex cost sheets according to marketing process and workflow guidelines.
• Support the process for issuing and managing certificates of insurance.
• Prepare client communication materials for strategic planning, renewal, and quarterly reviews.
• Assist in finalist presentations and other client-facing interactions.

Benefits

• Generous time off, including personal and volunteering.
• Tuition reimbursement and professional development opportunities.
• Hybrid work.
• Charitable contribution match programs.
• Stock purchase opportunities.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed
• Number of Employees: 5,001-10,000 employees