Established as one of the premier insurance agencies in the USA, Marsh & McLennan Agency (MMA) is meeting the needs of mid-sized businesses across the country. MMA's services are targeted to customers who seek professional advice and have complex needs, limited resources and desire to work with professionals that have experience, resources and expertise relevant to their industry.
MMA provides global risk management, risk consulting, insurance brokerage, alternative risk financing, and program management services for businesses, public entities, associations, professional services organizations, and private clients (high net worth). We offer specialized solutions and services covering a wide spectrum of business needs and exposures. Our goal is to help our clients achieve their business objectives.
The Client Service Representative (CSR) is the oil that makes our exceptional client service machine run smoothly. He or she performs transactions and tasks essential to managing efficient insurance, benefit, and/or risk management programs. The CSR executes policy and plan changes, provides evidence of insurance, and helps create proposals that exhibit complex programs in more easily understood and comparative formats for our clients. He or she assists in keeping our client information up to date in our agency management system, facilitating a collaborative service experience and empowering our client portal. The CSR works closely with the full account servicing team to answer questions, access and deploy resources, place coverage, and negotiate terms and conditions on behalf of clients.
EXECUTION OF CLIENT SERVICE