Client Director

Company:

Description:

Transportation Client Director

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 Client Director at MMA.

Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With offices across North America, we combine the personalized service model of a local consultant with the global resources of the world’s leading professional services firm, Marsh McLennan (NYSE: MMC).

A day in the life.

As our Client Director on the Transportation team, you will:

• Work directly with senior level client staff to establish short- and long-term commercial lines strategy.
• Partner with vendors and carriers to design and deliver commercial lines products and services.
• Develop effective business relationships with assigned clients through in-person visits, entertainment opportunities, telephone, and electronic contact at multiple levels within client organization.
• Provide high-level financial, contract, and/or administrative analysis.
• Ensure client service needs are met through coordination and review of work product and mentorship of assigned client service team.
• Review loss summary with client to proactively manage losses; involve cross-functional team as needed.
• Manage client stewardship plan with corresponding activities and deliverables.
• Coordinate workflow within client service team to ensure timely response to all client inquiries.
• Communicate and educate the client on changes within our industry and how they impact their business.
• Manage client renewal and marketing process, including negotiation of rates with carriers and presenting alternative options when appropriate.
• Analyze renewal quotes and industry trends to make appropriate renewal recommendations.
• Assist producer with updating the POSI pre-renewal.  Participate in discussions on renewal strategy and gather renewal information from the client.
• Prepare and participate in presenting proposal to the client and in team selling with other MMA disciplines.
• Coordinate team meetings to discuss the renewal marketing strategy with the team. Include cross-functional teams where appropriate.
• Create an environment oriented towards trust, open communication, and cohesive team effort.
• Facilitate problem solving and collaboration when faced with client difficulties.
• Focus the team on the internal and external client requirements, familiarizing them with client specifications, work procedures and processes, quality standards, techniques, and tools to support task performance.
• Provide necessary business information to enhance the team’s professional development.
• Ensure deliverables are prepared to satisfy client requirements.
• Work closely with Operations Managers to obtain necessary resources to support the team’s requirements and to escalate issues that cannot be resolved by the team.
• Establish and consistently maintain effective and positive working relationships with associates and clients.
• Assist in training as needed for newly hired team members and provide ongoing training, coaching and personal development to existing team members.
• Be available as a resource to team members. Field questions and respond to issues on a timely basis.
• Provide leadership in practice group and team interactions.
• Create learning opportunities for teammates and provide ongoing constructive feedback.
• Discuss market strategy with team and oversee submission process; review & negotiate quotations and make placement recommendations in collaboration with producer and marketer.
• Coordinate coverage placement, including binders, invoices, etc.
• Coordinate policy delivery process; complete and review coverage checklist with client.
• Pursue opportunities to round out existing client programs with additional and/or increased lines of coverage.
• Other duties as assigned to successfully complete role.
• Self-source and analyze new business
• Coordinate with Executive Team on self-sourced new business opportunities on strategy to win their business.

Our future colleague.

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

• High school diploma or equivalent, required; college degree preferred
• 10+ years of experience working in customer service, underwriting, commercial lines insurance for a carrier or broker preferred
• Experience establishing strategy and direction for commercial programs
• Ability to coordinate multiple projects while ensuring timely and accurate client deliverables, with effective problem-solving and resolution skills
• Strong understanding of insurance company markets, binding authority, and underwriting guidelines preferred
• Must be detailed with excellent organizational and time management skills.
• Good interpersonal skills and a high sense of urgency
• Excellent verbal and written communication skills, with a proven ability to establish relationships at all levels
• Excellent client relationship building and presentation skills
• Proficiency in Microsoft office applications required
• Must have the ability to work under pressure and multi-task
• Ability to work well in a fast-paced team environment and communicate effectively
• Flexibility and creativity in developing innovative and customized insurance solutions
• Strong analytical skills with the ability to negotiate quotations, evaluate client needs, and develop innovative business solutions
• Experience negotiating quotations with underwriters and evaluating client needs
• Knowledge of technical underwriting and extensive knowledge of commercial industry laws, products, coverages, and markets
• Self-starter with good time management skills, attention to detail, and ability to meet deadlines
• Self-sourced new business prospects
• Advanced designations such as CIC, CRM and AAI preferred
• Property/Casualty license or ability to attain is required

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
• Hybrid work
• Charitable contribution match programs
• Stock purchase opportunities

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

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

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