Client Specialist - Business Insurance

Marsh McLennan•Brookfield, WI

1d•Hybrid

About The Position

Client Specialist – 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 Specialist 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 (NYSE: MRSH). A day in the life. As our Client Specialist on the Business Insurance team, you’ll be responsible for servicing and retaining an existing book of business which includes marketing and placement of new and renewal accounts. This would include review and processing of policies, marketing of accounts for competitive renewal pricing, issuing certificates of insurance after reviewing contracts; using insurance carrier websites to obtain online quotes for clients; creating proposals; preparing policies for delivery and other day-to-day tasks as directed by the department manager. Our future colleague. We’d love to meet you if your professional track record includes these skills: We know there are excellent candidates who might not check all of these boxes. Don’t be shy. If you’re close, we’d be very interested in meeting you. Valuable benefits. We value and respect the impact our colleagues make every day both inside and outside of work. Our culture promotes colleague well-being through robust benefits programs and resources, professional and personal development opportunities, and fulfillment through meaningful work. To learn more about a career at MMA, check out our website or flip through our recruiting brochure. Follow us on social media to meet our colleagues and see what makes us tick: Who you are is who we are. We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. We are always seeking those with ethics, talent, and ambition who are interested in joining our client-focused teams. Marsh McLennan and its affiliates are EOE Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers. #MMAUMW #LI-Hybrid #MMABI Click here to return to the Marsh Careers Site Marsh (NYSE: MRSH) is a global leader in risk, reinsurance and capital, people and investments, and management consulting, advising clients in 130 countries. With annual revenue of over $24 billion and more than 90,000 colleagues, Marsh helps build the confidence to thrive through the power of perspective. For more information, visit corporate.marsh.com, or follow us on LinkedIn and X.

Requirements

A high school diploma or equivalent is required
A minimum of 2 years knowledge of the commercial insurance industry, laws, products, coverage, and markets is essential
Extensive knowledge of insurance company markets and conditions, binding authority, procedures and underwriting guidelines
Excellent communication skills to effectively service customers
Be a self-starter; and problem solver with good time management skills and the ability to be organized and meet deadlines

Nice To Haves

College degree preferred
Prior experience using EPIC preferred

Responsibilities

Servicing and retaining an existing book of business which includes marketing and placement of new and renewal accounts
Review and processing of policies
Marketing of accounts for competitive renewal pricing
Issuing certificates of insurance after reviewing contracts
Using insurance carrier websites to obtain online quotes for clients
Creating proposals
Preparing policies for delivery
Other day-to-day tasks as directed by the department manager