Business Insurance Client Manager
No salary listed
Mid, Senior
Bachelor's
Pensacola, FL, USA+1 moreMore locations: Panama City, FL, USA
HybridHybrid work; listed workplaces are Pensacola and Panama City, Florida.
InsuranceInsurance Sales & Agency
Company Does Not Provide H1B Sponsorship
About the job
Requirements
- The candidate should have 3–5 years of prior experience.
- Advanced-degree experience in RMIN, Finance, or Accounting is a plus.
- An advanced designation (AAI, CISR, CIC, CRM, ARM, or CPCU) should be in progress.
- The candidate must have an active Property & Casualty license.
- The candidate should have task leadership ability and be able to prioritize and organize daily tasks and general account management.
- The candidate should be developing proficiency in managing a book of business through its annual life cycle, including new business, customer service, renewal strategy, and delegating to team members.
- The candidate should be able to handle smaller, less complex accounts and manage a book of business under the guidance of the Client Team and Sales Collaboration.
- The candidate should have advanced and intermediate application of prioritization and organizational skills.
- The candidate should be proficient in project management.
- The candidate should be able to broaden carrier relationships through marketing and underwriting.
- The candidate should continue developing product and line knowledge and marketing techniques, and remain up to date with current trends and regulations.
- The candidate should have intermediate application of tools and resources.
- The candidate should have intermediate proficiency with Microsoft Office products, including Outlook, Word, and PowerPoint, and advanced proficiency in Excel.
Responsibilities
- Independently drive the candidate's own book of business or proactively participate with the client team on strategy, deliverables, and meeting client expectations, including proposals, stewardship, meetings, and special projects.
- Maintain client relationships independently or in coordination with the client team.
- Inform the account team of significant client changes.
- Prepare or review materials for discussion with the client team or Producer.
- Organize responses to rate and coverage negotiations and present them to the client team or Producer for review; negotiation responsibilities may depend on the client team or Producer.
- Assist other Client Managers during high-volume periods as needed.
- 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.
- 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; transmitting renewal requests to clients via email or Indio; gathering renewal information from clients; performing exposure analysis; sending submissions to market or rates online; performing 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, performing audit reviews and addressing discrepancies, and providing basic contract review.
Desired Qualifications
- An advanced degree in RMIN, Finance, or Accounting is a plus.
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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