Client Manager - Business Insurance

Company:

Marsh McLennan Agency

Description:

Business Insurance Client Manager

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 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 a Client Manager on our Business Insurance team, you will provide timely and accurate service to clients, and additional support to Sales Advisors, as it relates to the sale and service of new and existing business.  You will play an important role in developing relationships with clients, Sales Advisors, and carrier representatives.  Specific duties and responsibilities include, but are not limited to:

• Assist with gathering the appropriate information from clients to adequately quote their insurance.

• Assist with marketing new and renewal business to the appropriate insurance carriers.

• Prepare formal proposals of insurance and assist with presenting the material to clients.

• Process new and renewal business, and ensure all appropriate information and documentation is submitted in a timely and accurate manner.

• Assist Sales Advisors with client coverage reviews, renewal meetings, audits, etc.

• Review insurance policies and related documents for accuracy, and ensure corrections are made in a timely manner.

• Assist clients with their service requests.  This includes, but is not limited to, answering questions, making changes, preparing policy documents, etc.

• Act as a liaison between clients and carrier representatives to resolve questions or issues related to their policies and/or coverage.

Our future colleague.

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

• High school diploma or equivalent.

• Property & Casualty insurance licenses.

• Experience working with business insurance, particularly with multiple lines of coverage.

• Experience working in a client-facing role that included building long-term relationships.

• Ability to manage an established book of business.

• Ability to organize and prioritize a variety of projects and tasks in an effective and timely manner.

• Ability to work independently and as part of a team.

• Excellent communication and interpersonal skills, both written and verbal.

• Strong attention to detail and accuracy in work.

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 OR Remote 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.

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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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