Business Insurance Senior 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 Senior 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 Senior Client Manager on the Business Insurance team, you’ll assist the production team in the production and service of new and existing accounts. You will be part of a cohesive team supporting an established book of business consisting of both large and complex middle market accounts. This role would be actively involved in the coordination of client management, strategic planning and marketing for these clients.

Our future colleague.

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

• Working knowledge of Agency Management System to include navigation and delegation of tasks to team members
• Initial rate negotiations for renewal and competitive quotes.
• Organizes responses and presents to Client Team / Producer for review.
• Understands when to escalate complex negotiations to Client Team / Producer for assistance
• Actively directing/managing Client Team on strategy, client deliverables, and meeting client expectations (including proposals, stewardship, meetings, special projects etc.).
• Proactive: In concurrence with Client Team, develops positive working client relationships.
• Capable of communicating with various leadership levels of client organizational structure (i.e. Office Manager, Controller, Safety Director, CEO, CCO, CFO).
• Informs Client Team of any significant changes relating to the client or the carrier.  
• In conjunction with Producer, leads Client Team in renewal strategy meetings.
• Takes action on executing or delegating deliverables to Client Team and managing task completion.
• Takes initiative in assisting other Sr. CM's during high volume times as needed.
• Prepares client presentations to include developing meeting agendas.
• Attends, and as directed by Producer, leads portions of the client meeting
• Advanced understanding of available tools (Reference Connect, Playbook, MMA U)
• Coordinates with the client team and Subject Matter Experts for resources where applicable (Loss Control, Communications, Claims, etc.)
• Intermediate understanding of advanced tools (Loss Forecaster, CAT Modeling, Mod Master)
• Provides New Business and Renewal Support based on the following tasks:
• Participates in New Business Proposal Presentation, at the direction of the Producer
• Participates in internal and / or external Renewal Strategy Meetings
• Performs Renewal 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
• Negotiates with Markets
• Generates / updates Fee Agreement   
• Finalizes Proposal and presents to client
• Send Bind Order to Carrier
• Receives Binder from Carrier and transmits MMA Binder to Client
• Performs Renewal Premium Allocation
• Property Casualty Resident’s License Required 
• Annual CE Requirement 

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

• Education & Experience: 5-7 years prior experience; Bachelor's degree or equivalent work experience required; advanced degree (RMIN, Finance, Accounting) a plus; advanced designation (CIC, CRM, ARM, CPCU) preferred.

• Account & Business Management: Manages a book of business of medium complexity with integrated specialization under guidance of Client Team or Sales Collaboration; advanced proficiency in managing the annual lifecycle (new business, customer service, renewal strategy, delegating to junior team members); demonstrates core strengths in accommodation, assertiveness, critical thinking, empathy, flexibility, idea orientation, sociability, and team leadership alongside Producer and/or Client Executive.

• Technical Skills & Professional Development: Advanced project management and prioritization/organizational skills with delegation capabilities; strong carrier relationships with field reps, marketing, and underwriting; extensive product/line knowledge and marketing technique expertise; expert application of Microsoft Office products (expert in Outlook, Word, PowerPoint; advanced Excel proficiency); 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
• Hybrid work
• 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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