Business Insurance Client Manager
No salary listed
Mid
Bachelor's, Associate'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
- Three to five years of prior experience.
- An associate’s or bachelor’s degree, or equivalent work experience, is required.
- Advanced degree experience in RMIN, Finance, or Accounting is a plus.
- An advanced designation (AAI, CISR, CIC, CRM, ARM, or CPCU) must be in progress.
- Ability to lead tasks and prioritize and organize daily tasks and account management work.
- Developing proficiency in managing a book of business through its annual lifecycle, including new business, customer service, renewal strategy, and delegating to team members.
- Experience handling smaller, less complex accounts and managing a book of business under guidance of the Client Team and Sales Collaboration.
- Proficient project management skills.
- Ability to develop carrier relationships through marketing and underwriting.
- Continued development of products, line knowledge, and marketing techniques, and staying up to date with current trends and regulations.
- Intermediate application of tools and resources.
- Intermediate proficiency in Microsoft Office applications including Outlook, Word, and PowerPoint, and advanced proficiency in Excel.
- A Property Casualty License is required.
- Must meet the annual continuing education requirement.
Responsibilities
- Use an agency management system at an intermediate to advanced level.
- Organize responses to rate and coverage negotiations and present them to the Client Team or Producer for review; negotiations may depend on the Client Team or Producer.
- Work proactively with the Client Team on strategy, client deliverables, and meeting client expectations, including proposals, stewardship, meetings, and special projects.
- Maintain client relationships independently or in coordination with the Client Team.
- Prepare or review materials for discussion with the Client Team or Producer.
- Support account team members across functions as needed and assist other Client Managers during high-volume periods.
- Execute deliverables communicated by the Client Team.
- Prepare client presentations, including developing meeting agendas and preparing presentation documents.
- Attend and actively participate in client meetings when requested by the Producer or Client Executive.
- Mentor Account Associates and Senior Account Associates as needed.
- Use available tools, including Reference Connect, Playbook, and MMA U, at an intermediate level.
- Provide new-business and renewal support by compiling Broker of Record Letters; participating in internal renewal strategy meetings; sending renewal requests to clients by email or Indio; gathering renewal information; performing exposure analysis; sending submissions to market or rates online; conducting non-admitted carrier due diligence in accordance with state rules; performing premium, rate, and coverage comparisons; generating or updating fee agreements; finalizing proposals upon receipt from vendors and presenting them to clients; sending bind orders to carriers; receiving binders from carriers and transmitting MMA binders to clients; and performing renewal premium allocation.
- Provide general service support by ordering endorsements or coverage changes from carriers; reviewing audits and addressing discrepancies; conducting basic contract review; and obtaining required signatures for supplemental applications, fee agreements, Acords, or other applicable documentation.
Desired Qualifications
- Advanced degree experience in RMIN, Finance, or Accounting.
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
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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.
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