Business Insurance Client Manager

Company:

Marsh McLennan Agency

Description:

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 Business Insurance Client Manager at Marsh Agency.

Marsh Agency helps people and organizations manage risk and prepare for the future through insurance, benefits, retirement, and wealth management strategies. We believe in hands-on proactive service, data-driven insights, and understanding how global events can impact local decisions. As a trusted partner, we show our clients what’s possible and guide them during every step of their journey.

A day in the life.

As our Client Manager on the Business Insurance team, you’ll assist the production team in managing, marketing and servicing clients’ needs on an ongoing basis. The BI Client Manager role is integral to exemplary client service, and ongoing and sustained growth of an assigned book of business with minimal to no oversight.

Our future colleague.

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

• Intermediate to advanced usage of Agency Management System
• May depend on Client Team / Producer for rate/coverage negotiations.  Organizes responses and presents them to Client Team / Producer for review.
• Proactively involved with Client Team on strategy and client deliverables & meeting client expectations (including proposals, stewardship, meetings, special projects etc.).
• Maintains Client relationships independently or in concurrence with Client Team.
• Prepares or reviews materials for discussion with Client Team / Producer
• Steps in to support account team members on any/all functions as needed
• Assists other Client Managers during high volume times as needed
• Executes on the deliverables as communicated by the Client Team
• Prepares Client presentations to include developing meeting agendas, preparing presentation documents (printing / binding)
• Attend and actively participate in client meetings when requested by the Producer/Client Executive.
• Mentorship of Account Associates and Senior Account Associates, as needed
• Intermediate understanding of available tools (Reference Connect, Playbook, MMA U)
• Provides New Business and Renewal Support based on the following tasks: 
• Compiles Broker of Record Letters
• Participates in internal Renewal Strategy Meetings
• Transmits Renewal Request to Client via email or Indio
• Gathers Renewal Information from Client
• Performs Exposure Analysis
• Sends Submissions to Market or Rates Online
• Performs Non-Admitted Carrier Due Diligence in accordance with state rules
• Performs Premium, Rate and Coverage Comparisons
• Generates / Updates Fee Agreement  
• Finalizes Proposal upon receipt from Vendor and presents to client
• Send Bind Order to Carrier
• Receives Binder from Carrier and transmits MMA Binder to Client
• Performs Renewal Premium Allocation
• Provides General Service Support based on the following tasks:
• Orders Endorsements / Coverage Changes to Carrier
• Performs Audit Reviews and addresses discrepancies
• Provides basic Contract Review
• Obtain required signatures for supplemental applications, fee agreements, Acords or any applicable documentation
• Property Casualty License Required
• Annual CE Requirement

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

• Education & Experience: 3-5 years prior experience; Associate's or Bachelor's degree or equivalent work experience required; advanced degree (RMIN, Finance, Accounting) a plus; advanced designation (AAI, CISR, CIC, CRM, ARM, CPCU) in progress.

• Account & Business Management: Task leadership with ability to prioritize, organize daily tasks, and manage general account operations; developing proficiency in managing a book of business through the annual lifecycle (new business, customer service, renewal strategy); handles smaller, less complex accounts under guidance of Client Team and Sales Collaboration.

• Technical Skills & Professional Development: Intermediate to advanced proficiency with Microsoft Office products (advanced Excel; intermediate Outlook, Word, PowerPoint); proficient project management and broadening carrier relationships; continued development of product/line knowledge and marketing techniques; stays current with trends and regulations; exemplifies MMA Core Values of Collaboration, Passion, Innovation, and Accountability.

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
• Charitable contribution match programs
• Stock purchase opportunities

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

Follow us on social media to meet our colleagues and see what makes us tick:

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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 is committed to providing an inclusive work environment. We aim to attract and retain the best, most qualified people and value colleagues of all backgrounds, without regard to age background, disability, ethnic origin, family duties, 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.

Marsh and its affiliates are EOE Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers.

If you require an accommodation during the application or interview process, please let us know by contacting [email protected]

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