Business Insurance Client Manager @ Marsh & McLennan

Company:

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. More than 11,000 of 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 thrive as a Business Insurance Client Manager at Marsh McLennan Agency (MMA).

MMA provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With 200 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).

Applicants must be within driving distance to our Atlanta office to be considered for this role and have the ability to commute to the office a minimum of three days per week.

A day in the life.

As an Business Insurance Client Manager you will:

Independently drive your own book or proactively involved with client team on strategy and client deliverables & meeting client expectations (including proposals, stewardship, meetings, special projects etc.).
Maintain client relationships independently or in concurrence with client team.
Inform account team of any significant changes relating to the client.
Prepare or review materials for discussion with client team / Producer.
May depend on client team / Producer for rate/coverage negotiations. Organize responses and present them to client team / Producer for review.
Step in to support account team members on any/all functions as needed.
Assists other Client Managers during high volume times as needed.
Execute on the deliverables as communicated by the client team.
Prepare client presentations to include developing meeting agendas, preparing presentation documents (printing / binding).
Attend and actively participate in client meetings when requested by the Producer.
Intermediate understanding of available tools (Reference Connect, Playbook, MMA U).
Provide new business and renewal support based on the following tasks:
Compile broker of record letters
Participate in internal renewal strategy meetings
Transmit renewal request to client via email or Indio
Gather renewal information from client
Perform exposure analysis
Send submissions to market or rates online
Perform non-admitted carrier due diligence in accordance with state rules
Perform premium, rate and coverage comparisons
Generate / update fee agreement
Finalize proposal upon receipt from vendor and presents to client
Send bind order to carrier
Receive binder from carrier and transmits MMA binder to client
Perform renewal premium allocation
Provide general service support based on the following tasks:
Order endorsements / coverage changes to carrier

Perform audit reviews and address discrepancies
Provide basic contract review

Our future colleague.

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

3-5 years prior experience
Associates / Bachelor’s Degree or Equivalent Work Experience Required
Advanced Degree (RMIN, Finance, Accounting) experience a plus
Advanced Designation (AAI, CISR, CIC, CRM, ARM, CPCU) in progress
Task leadership, Ability to prioritize and organize daily tasks as well as general account management.
Developing proficiency in managing a book of business through annual life cycle to include new business, customer service, renewal strategy, delegating to Team Members
Handle smaller, less complex accounts
Manage a book of business under guidance of Client Team and Sales Collaboration
Advanced application of prioritization & organizational skills.
Intermediate application of prioritization & organizational skills
Proficient Project Management
Broadening carrier relationships with marketing and underwriting
Continued development of products/line knowledge and marketing techniques.
Up to date with current trends, regulations, etc.
Intermediate application of tools & resources
Intermediate application in Microsoft Office Products (Outlook, Word, and PowerPoint) and advanced proficiency in Excel
A shared commitment to company values; Integrity, Collaboration, Passion, Innovation, Accountability
Must have Property & Casualty license or obtain within 90 days of employment

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 our organization. We’ve built a culture that promotes colleague well-being through robust benefit programs and resources, encourages professional and personal development, and celebrates opportunities to pursue the projects and causes that give colleagues fulfilment outside of work.

Some benefits included in this role are:

Medical, dental and vision insurance
401K and company match program
Company-paid life and disability
Generous paid time off programs
Employee assistance program (EAP)
Volunteer paid time off (VTO)
Career mobility
Employee networking groups
Tuition reimbursement and professional development opportunities
Charitable contribution match programs
Stock purchase opportunities

To learn more about a career at MMA, check us out online: http://marshmma.com/careers or flip through our recruiting brochure: https://bit.ly/3Qpcjmw

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.

#MMASE