Client Service Associate, Business Insurance

Marsh McLennan

. Support the Account Management and Sales teams .

Posted 10/8/2026full-timeNew York City • New York • United StatesJuniorMid-Level💰 $41,200 - $76,800 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates strong client relationship management and effective communication skills while supporting account management and sales teams. Proficient in preparing client materials and managing insurance processes with a focus on organization and time management.

Highest-signal resume keywords

Property & Casualty Insurance ExperienceClient Relationship BuildingMicrosoft Office ProficiencyTime Management SkillsActive Insurance License

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Cost Sheet PreparationData CompilationMarketing Process CoordinationBid Request MonitoringCertificate of Insurance Management

Soft Skills

Effective Oral CommunicationEffective Written CommunicationOrganizational Skills

Tools & Technologies

Microsoft WordMicrosoft ExcelMicrosoft PowerPointApplied Epic

Certifications & Qualifications

Active Insurance License

Industry Keywords

Brokerage EnvironmentClient Communication MaterialsStrategic PlanningRenewal ReviewsGroup Business

About the role

Key responsibilities & impact

Support the Account Management and Sales teams
Ensure clients’ needs and expectations are met
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 issuing and managing certificates of insurance
Prepare client communication materials for strategic planning, renewal and quarterly reviews
Prepare finalist presentations and materials for other client-facing interactions

Requirements

What you’ll need

At least one year of Property & Casualty Insurance experience, preferably within a brokerage environment
Very effective oral and written communication skills
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
College degree in Risk Management, Business or another related program is a plus, but not required
Exposure to Applied Epic is a plus, but not required

Benefits

Comp & perks

Ongoing professional development opportunities, including on-the-job training, mentorship, and career pathing
Tuition assistance
Generous time off, including personal and volunteering
Tuition reimbursement and professional development opportunities
Hybrid work
Charitable contribution match programs
Stock purchase opportunities
Health and welfare benefits
401K savings and other retirement programs
Employee assistance programs
Performance-based incentives may be available