Client Specialist - Business Insurance

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 McLennan (NYSE: MMC).

A day in the life.

As our Client Specialist on the Business Insurance team, you’ll deliver the client effective and efficient resolutions to their business risk management needs. This position will need to manage multiple priorities efficiently, communicate with clients in a clear and concise fashion, identify issues and implement appropriate resolutions, and collaborate with other team members and carrier partners.

Servicing Clients:

• Proactively assess the client’s program and identify gaps for additional or alternate coverage based on client needs
• Lead the preparation of proposals of insurance for clients and drive the remarketing process
• Prepare and effect coverage endorsements and cancellations as required
• Responsible for preparation of certificates of insurance as required, within 24 hours of request
• Analyzes, prioritizes and interprets information drawing accurate conclusions with minimal guidelines
• Proficiently maintain agency management system data for accuracy
• 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
• Deliver policies, and related documents to insureds as needed
• Understanding of the invoicing process and assist when necessary
• Keep current on rates, forms, and coverage changes through bulletins, seminars and training offered. Participate in seminars and continued education for skill and knowledge development
• Supporting best practices by meeting agency service standards

Carrier Relationships:

• Maintain knowledge of carrier appetites and capabilities
• Support carrier relationships with attendance to sessions and quality of work submitted

Partnership:

• Drive and support agency and departmental goals for retention, upsell, and new sales
• Identify opportunities for efficiency and effectiveness improvements within department and agency
• Demonstrate the Code of Conduct for the agency
• Be a participant in maintaining a strong work environment and culture for team members
• All other duties as assigned

Our future colleague.

We’d love to meet you if your professional track record includes these skills:

• Property & Casualty License required within 3 months of hire
• CISR designation required within 3 years of hire

These additional qualifications are a plus, but not required to apply:

• Experience in the insurance industry
• Bachelor’s in business, finance, risk management, communication, or equivalent degree preferred

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.

Some benefits included in this role are:

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

To learn more about a career at MMA, check out our website or flip through our recruiting brochure.

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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.

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