Client Service Associate, Business Insurance

Marsh McLennan

Client Service Associate supporting insurance account management and sales teams. Coordinating marketing processes for insurance business and managing client communication materials.

Posted 7/21/2026full-timeNew York City • New York • 🇺🇸 United StatesJuniorMid-Level💰 $41,200 - $76,800 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in Property & Casualty Insurance with strong client relationship management and communication skills. Proficient in Microsoft Office and capable of managing complex marketing processes and client interactions effectively.

Highest-signal resume keywords

Property & Casualty Insurance ExperienceClient Relationship BuildingMicrosoft Office ProficiencyTime ManagementActive Insurance License

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Data CompilationCost Sheet PreparationBid Request MonitoringCertificate of Insurance ManagementMarketing Process Coordination

Soft Skills

Effective Oral CommunicationEffective Written CommunicationOrganizational Skills

Tools & Technologies

Microsoft WordMicrosoft ExcelMicrosoft PowerPointApplied Epic

Certifications & Qualifications

Active Insurance License

Industry Keywords

Brokerage EnvironmentRisk ManagementClient Communication MaterialsStrategic PlanningQuarterly Reviews

About the role

Key responsibilities & impact

Support the Account Management and Sales teams, ensuring the clients’ needs and expectations are met
Coordinate and complete the marketing process for new and renewal group business by compiling data, soliciting quotes, monitoring bid requests, corresponding with vendors and preparing complex cost sheets
Support the process for issuing and managing certificates of insurance
Prepare client communication materials used in strategic planning, renewal and/or quarterly reviews, finalist presentations, as well as any other client facing interactions during the year

Requirements

What you’ll need

At least two years of Property & Casualty Insurance experience, preferably within a brokerage environment
Very effective oral and written communication skills as well as 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
A college degree in Risk Management, Business or another related program is a plus (not required)
Some experience with Applied Epic is a plus (not required)

Benefits

Comp & perks

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