Marsh

Global insurance brokerage and risk advisory

Client Manager

Insurance Sales & AgencyConfirmed live in the last 24 hours

Full-timeWalnut Creek, CA, USA

About the Job

Requirements

A bachelor's degree plus 2–3 years of daily client service experience, or at least 3 years of industry experience with increasing responsibility directly related to the duties, including 2–3 years of daily client service experience.
Maintain a valid, unrestricted California Fire & Casualty Solicitors license.
Have an excellent understanding of insurance terminology, insurance brokerage agency functions, and the various lines of business insurance.
Demonstrate proficiency with Microsoft Office software, including Word, Excel, and Outlook.
Prioritize tasks, set and achieve goals, think logically to solve problems, and present results clearly and precisely in oral and written form.
Be able to use a computer keyboard, sit stationary for extended periods, and use office equipment such as fax and copy machines and telephones.
Not pose a direct threat to the health or safety of other individuals in the workplace.

Responsibilities

Manage renewals and new business for accounts under $20,000 of income.
Serve as the initial point of contact for clients, carriers, and service-team members on accounts under $20,000 of income.
Solicit and follow up with clients for renewal information.
Design, market, and negotiate client renewals and new business with insurance carriers.
Prepare proposals and attend client meetings to discuss renewal proposals.
Bind insurance terms as directed by the client and transmit binders to clients in a timely manner.
Consult with clients about day-to-day inquiries regarding their insurance programs.
Advise clients and carriers of changes needed to insurance programs.
Oversee insurance program administration, including endorsements, certificates of insurance, invoices, accounts receivable, finance agreements, audits, and automatic renewals.
Update Sagitta, maintain client files in IR, and prepare summaries and schedules of insurance.
Support the Client Service Executive on renewals and new business for accounts over $20,000 of income by preparing renewal information requests, maintaining updated client information in Sagitta, preparing ACORD applications, and preparing loss summaries and large loss reports.
Review the accuracy of experience modification calculations published by state rating agencies or bureaus.
Assist the Client Service Executive in completing stewardship and renewal strategies.
Oversee insurance program administration for accounts over $20,000 of income.
Assist the Client Service Executive with timely delivery of policies to clients.
Review assigned policies and discuss concerns and recommendations with the Client Service Executive.
Visit clients periodically with the Client Service Executive, actively participating in new business and renewal preparation and presentations.
Participate in PAR errors and omissions audits.
Develop analytical, strategic, customer service, and communication skills to perform as a Client Manager II or Client Service Executive.
Manage, delegate, track, guide, and mentor Client Administrators, Insurance Associates, and Client Service Trainees performing routine new and renewal business administration, including system data entry, printing and proposals, certificates of insurance, initial policy checks and posting to Engage, invoices, finance agreements, endorsements, and audits.
Perform account reconciliation.
Order and review loss run and claim status reports.
Prepare summaries of insurance.
Prepare experience modification projections using Intellicomp or other available software.
Maintain client files.
Manage renewal processes, develop and implement a client service plan, and ensure timely implementation of R&LA deliverables.
Establish and maintain effective working relationships with associates and clients.
Travel occasionally to client sites, potentially including overnight stays.
Work in a typical interior office environment.

Desired Qualifications

Advanced insurance designations applicable to the duties are strongly preferred.
Willingness to pursue continuing education and professional development.
Significantly exceed expectations in the existing position if currently employed at MMA.

Company:

Marsh McLennan Agency

Description:

Summary

Under minimal supervision, the Client Manager will handle accounts under $20,000 of income. This includes designing the insurance program, marketing the account to insurance carriers, proposing renewal terms to clients and interacting with clients on their day to day service needs.

Essential Duties & Responsibilities

FOR BUSINESS UNDER $20K of INCOME

Managing renewals and new business.
- Acts as the initial point of contact for clients, carriers and other members of the service team on account under $20,000 of income.
- Solicits and follows up for renewal information from the client.
- Designs, markets and negotiates client renewals and new business with the insurance carriers.
- Prepares proposal and attends client meetings to discuss the renewal proposal.
- Binds insurance terms as directed by the client.
- Transmits binders to the client in a timely manner.
Provides the client with day to day service
- Consult with clients on day-to-day inquiries about their insurance program.
- Advises the client and carrier of any changes necessary to their insurance program
Oversees the administration of the insurance program processing:
- Endorsements
- Certificates of Insurance
- Invoices
- Account Receivables
- Finance Agreements
- Audits
- Processes automatic renewals
Maintains Client Information
- Updates Sagitta
- Maintains client files in IR
- Summaries and schedules of insurance

FOR BUSINESS OVER $20K of INCOME

Supports Client Service Executive on renewals and new business
- Prepares renewal information request
- Maintains Sagitta with updated client information
- Prepares Acord applications
- Prepares Loss Summaries and Large Loss Reports
Review accuracy of experience modification calculations published by state rating agencies/bureaus.
Assists CSE with completion of Stewardship and Renewal Strategies
Oversees the administration of the insurance program as outlined above.
Assists CSE with timely delivery of policies to the client.
Review policies as assigned by the Client Service Executive and discuss with and provide suggestions to Client Service Executive regarding any areas of concern.
Periodic visits to clients with Client Service Executive, including active participation in new business and renewal preparation and presentation
Participate in PAR E&O Audits.

Development skills

Develop analytical, strategic, customer service and communication skills needed to perform as a Client Manager II or Client Service Executive.
Manage, delegate and track, as well as guide and mentor, Client Administrators, Insurance Associates, and Client Service Trainees on the following tasks:
- Process routine administration paperwork for new and renewal business to include:
  - Data entry into systems
  - Printing and proposals
  - Certificates of Insurance
  - Initial check of policies and posting policies to Engage
  - Invoices
  - Finance Agreements
  - Endorsements
  - Audits
- Perform account reconciliation.
- Order and review Loss Run and Claim Status Reports.
- Prepare Summary Of Insurance.
- Prepare experience modification projections using Intellicomp or other available software.
- Maintain client files.
Establish and consistently maintain effective and positive working relationships with Associates and clients.
Manage projects including:
- Timely management of the renewal process
- Develop and implement a Client Service Plan
- Ensure timely implementation of R&LA deliverables

Education and/or Experience

Bachelor’s degree plus 2-3 years of daily World Class Client service is required; or, a minimum of 3 years industry experience showing increasing responsibility directly related to the performance of the above duties including 2-3 years of daily World Class Client service.
Maintain a valid unrestricted California Fire & Casualty Solicitors license.
Advanced insurance designations applicable to the above duties strongly preferred as well as a willingness to pursue continuing education and professional development.
Significantly exceed expectations in existing position if currently employed at MMA.

Excellent understanding of insurance terminology, the functions of an insurance brokerage agency and the various lines of Business Insurance insurance.
Proficiency with MS Office Software (Word, Excel, Outlook).
Prioritize tasks, set and achieve goals, think logically in solving problems and present results neatly, with clarity and precision in both oral and written form.

Work Environment & Physical Demands

Ability to use computer keyboard and sit in a stationary position for extended periods as well as the use of office equipment such as fax and copy machines, and telephones.
Work is performed in a typical interior/office work environment.
Occasional travel to client sites may be required. Travel may consist of an overnight stay.
Individual shall not pose a direct threat to the health or safety of other individuals in the workplace.

#MMABI

#MMAwest

#LI-DNI

The applicable base salary range for this role is $64,700 to $120,400.The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs.

About the Company

Marsh

Global insurance brokerage and risk advisory

Marsh helps organizations manage risk and obtain insurance by acting as a risk adviser and broker, placing coverage with multiple underwriters rather than from a single source. It has grown into a diversified professional services firm that includes Mercer, Guy Carpenter, and Oliver Wyman, all under one holding company. Unlike traditional brokers, Marsh combines risk transfer with advisory and consulting services across insurance, reinsurance, HR, and management consulting. Its goal is to lower clients’ financial risk and total cost of risk by offering integrated risk management and advisory solutions.

Company size: 10,001+
Company stage: IPO
Headquarters: New York City, New York
Founded: 1871

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