Client Specialist - Business Insurance

Marsh McLennan

1d•Hybrid

About The Position

Marsh McLennan Agency (MMA) is seeking a Client Specialist for their Business Insurance team. This role is responsible for delivering effective and efficient resolutions to clients' business risk management needs. The Client Specialist will manage multiple priorities, communicate clearly with clients, identify and resolve issues, and collaborate with internal teams and carrier partners. The position involves preparing insurance proposals, managing endorsements and cancellations, preparing certificates of insurance, analyzing information, and staying current on industry changes and carrier capabilities. The role also supports agency and departmental goals for retention, upselling, and new sales, and identifies opportunities for improvement.

Requirements

Bachelors in business, finance, risk management, communication, or equivalent degree
Experience in the insurance industry

Nice To Haves

Property & Casualty License (required in first 3 months)
CISR designation (required in first 3 years)

Responsibilities

Lead the preparation of insurance proposals for clients and drive the remarketing process
Prepare and manage coverage endorsements and cancellations
Responsible for the preparation of certificates of insurance
Analyzes, prioritizes and interprets information drawing accurate conclusions
Work conjointly with the producer and other service team members on the account so all parties are aware of important activities happening on the account
Keep current on rates, forms, and coverage changes through bulletins, seminars and training offered
Maintain knowledge of carrier appetites and capabilities
Drive and support agency and departmental goals for retention, upselling, and new sales
Identify opportunities for efficiency and effective improvements within department and agency