Client Manager - Personal Insurance

Job Overview
Marsh McLennan Agency’s Personal Insurance division is looking for a passionate and people‑oriented service professional to develop, implement and deliver outstanding insurance and risk management customer service to our clients. Our ideal candidate is adept at providing exceptional customer service and supporting the needs of our clients, tailoring personal risk management solutions according to their unique circumstances.

In your career at MMA, you’ll be given constant support through a hands‑on training program, consistent feedback and development, and opportunities to work alongside driven and passionate sales professionals. We will provide mentorship, training, resources, and development to ensure your success; you will bring the spirit. Our colleagues strive for excellence and are compelled to do what’s best for their clients, colleagues and communities.

From admin to accounting and everything in between, we believe our team is all in sales together. We’re dedicated to representing our brand with excellence and integrity in every interaction, collaborating with intention and knowing that each person plays a vital role in our shared success.

What You’ll Be Doing

Work with customers and carriers to handle incoming service requests; inform, educate, and provide recommendations to clients, carriers, and underwriters.

Manage new and renewal insurance marketing: negotiate with carriers, prepare presentation and proposal materials, collect customer information, and order insurance policies.

Analyze acceptability and placement of coverage, and provide customers with coverage recommendations for improvement or additional coverage.

Update customer information: ensure account data is accurately captured, entered and maintained in the agency management system.

Upsell and cross‑sell: collaborate with colleagues to identify and pursue upsell and cross‑sell opportunities.

Deliver customer service: ensure you and your designated sales and service team provide effective and efficient service.

Follow organization policies, procedures, sales and service standards, and established workflows; maintain quality control through proper file documentation and confidentiality.

Who We’re Looking For

Client‑service advocate who is passionate about delivering exceptional support.

Ready to challenge the status‑quo and remove stereotypes of “insurance.”

Business‑savvy, people‑savvy.

Positive, resilient, and good with people even on tough days.

Team‑oriented, detail oriented, and reliable in meeting deadlines.

Committed to learning and professional development.

Adaptable to industry changes and client needs.

Ready for meaningful change beyond traditional corporate structures.

Embraces core values: accountability, balance, excellence, integrity, respect, and humanity.

We know there are excellent candidates who might not check all of these boxes. If you’re close, we’d be very interested in meeting you.

The Perks
We take pride in providing a competitive compensation package and honoring all local and state salary thresholds. Base pay is determined by experience, skills, training, location, certifications, and education. This position may also be eligible for performance‑based incentives, annual profit sharing and a benefits package that includes paid paternity/maternity leave, medical leave, 401(k) savings, and wellbeing programs. Decisions are made on a case‑by‑case basis.

Who You Are Is Who We Are
Marsh McLennan is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age, background, disability, ethnic origin, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, veteran status (including protected veterans), or any other characteristic protected by applicable law. If you have a need that requires accommodation, please let us know by contacting reasonableaccommodations@mmc.com.

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