Business Insurance Senior Client Manager
No salary listed
Senior
Bachelor's, Master's
Alpharetta, GA, USA
HybridHybrid role requiring office attendance at least three days per week.
InsuranceInsurance Sales & Agency
Company Does Not Provide H1B Sponsorship
About the job
Requirements
- Five to seven years of prior experience.
- A bachelor's degree or equivalent work experience is required.
- A Property Casualty Resident’s License is required.
- Annual continuing education is required.
- Manage a medium-complexity book of business with integrated specialization under the direction and guidance of the Client Team or Sales Collaboration.
- Demonstrate advanced proficiency in managing a book of business through its annual lifecycle, including new business, customer service, renewal strategy, and delegating to junior team members.
- Apply prioritization and organizational skills at an advanced level.
- Apply project-management skills at an advanced level, including delegation.
- Maintain strong carrier relationships with field representatives, marketing, and underwriting.
- Have extensive knowledge of products, lines, and marketing techniques.
- Explain how products are used and administered to clients and team members.
- Stay up to date with current trends and regulations.
- Apply tools and resources at an advanced level.
- Use Microsoft Office products (Outlook, Word, and PowerPoint) expertly and Excel with advanced proficiency.
Responsibilities
- Use the Agency Management System, including navigating it and delegating tasks to team members.
- Conduct initial rate negotiations for renewals and competitive quotes.
- Organize responses and present them to the Client Team or Producer for review.
- Escalate complex negotiations to the Client Team or Producer when needed.
- Direct and manage the Client Team on strategy, client deliverables, and meeting client expectations, including proposals, stewardship, meetings, and special projects.
- Develop positive working relationships with clients in coordination with the Client Team.
- Communicate with client leaders at different organizational levels, including office managers, controllers, safety directors, CEOs, CCOs, and CFOs.
- Inform the Client Team of significant client or carrier changes.
- Lead renewal strategy meetings with the Client Team and Producer.
- Execute or delegate deliverables to the Client Team and manage task completion.
- Assist other Senior Client Managers during high-volume periods as needed.
- Prepare client presentations and develop meeting agendas.
- Attend client meetings and lead portions as directed by the Producer.
- Use Reference Connect, Playbook, and MMA U.
- Coordinate with the client team and subject matter experts, including Loss Control, Communications, and Claims, to obtain resources when applicable.
- Use Loss Forecaster, CAT Modeling, and Mod Master.
- Support new business and renewals by participating in new business proposal presentations at the Producer’s direction and in internal or external renewal strategy meetings; performing renewal exposure analyses; sending submissions to market or rates online; conducting non-admitted carrier due diligence in accordance with state rules; comparing premiums, rates, and coverage; negotiating with markets; generating or updating fee agreements; finalizing proposals and presenting them to clients; sending bind orders to carriers; receiving carrier binders and transmitting MMA binders to clients; and performing renewal premium allocations.
- Provide general service support by ordering endorsements or coverage changes from carriers and reviewing audits and addressing discrepancies.
- Perform complex contract reviews.
Desired Qualifications
- Experience with an advanced degree in RMIN, Finance, or Accounting is a plus.
- An advanced designation such as CIC, CRM, ARM, or CPCU is preferred.
About the company
Marsh & McLennan Companies, which operates under the Marsh brand, is an insurance broker and consulting group serving businesses, governments and institutions worldwide. Its Marsh Risk unit arranges property, casualty, cyber and employee-benefit coverage, while Guy Carpenter places reinsurance for insurers. Mercer advises employers on pay, benefits, retirement and investments, and Oliver Wyman, Lippincott and NERA handle strategy, brand and economic consulting. Brokers earn commissions and fees from placing coverage, and consultants bill client fees or charge fees based on assets or plan members. The company traces its roots to 1871 and is headquartered in New York City.
Company Size
10,001+
Company Stage
N/A
Total Funding
N/A
Headquarters
New York, NY
Founded
1871
Get referred to Marsh & McLennan
See people who can refer or advise you
Simplify's Take
What believers are saying
- Consulting drives growth: Mercer and Oliver Wyman's group grew 8% organically in the June 2026 quarter, versus 3% for broking.
- Profits cushion jobs: Marsh kept about 27 cents of operating profit per sales dollar in 2025, before one-time costs.
- Many career paths under one employer: 95,000+ colleagues span broking, reinsurance, benefits and strategy consulting in 130 countries.
What critics are saying
- Expect cuts: Thrive, announced October 2025, sets aside $500 million, mostly severance and technology, to save $400 million yearly.
- Pricing works against broking: Marsh's index shows commercial rates fell 6% in the June 2026 quarter, an eighth straight drop.
- Back-office roles are being consolidated: a Business and Client Services unit is pooling operations and technology teams company-wide.
What makes Marsh & McLennan unique
- Consulting is a third of the business: Mercer and the Oliver Wyman group earned 36% of 2025 revenue.
- Investment management sets it apart: Mercer is the world's largest outsourced chief investment office, running portfolios for institutions.
- Scale sets it apart: 2025 revenue grew 10% to $27.0 billion across broking, reinsurance and consulting.
Help us improve and share your feedback! Did you find this helpful?