INACTIVE
Full-Time
Client Manager
Commercial Insurance
Posted on 9/13/2025
Marsh & McLennan
Compensation Overview
$63.1k - $117.5k/yr
+ Performance-based incentives
Company Does Not Provide H1B Sponsorship
Aliso Viejo, CA, USA
In Person
Category
 Sales & Account Management |
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Requirements
- Bachelor’s degree plus 2-3 years of daily World Class Client service is required; or, a minimum of 3 years industry experience showing increasing responsibility directly related to the performance of the above duties including 2-3 years of daily World Class Client service.
- Maintain a valid unrestricted California Fire & Casualty Solicitors license.
- Excellent understanding of insurance terminology, the functions of an insurance brokerage agency and the various lines of Business Insurance insurance.
- Proficiency with MS Office Software (Word, Excel, Outlook).
- Prioritize tasks, set and achieve goals, think logically in solving problems and present results neatly, with clarity and precision in both oral and written form.
- Ability to use computer keyboard and sit in a stationary position for extended periods as well as the use of office equipment such as fax and copy machines, and telephones.
- Work is performed in a typical interior/office work environment.
- Occasional travel to client sites may be required. Travel may consist of an overnight stay.
- Individual shall not pose a direct threat to the health or safety of other individuals in the workplace.
Responsibilities
- Managing renewals and new business. + Acts as the initial point of contact for clients, carriers and other members of the service team on account under $20,000 of income. + Solicits and follows up for renewal information from the client. + Designs, markets and negotiates client renewals and new business with the insurance carriers. + Prepares proposal and attends client meetings to discuss the renewal proposal. + Binds insurance terms as directed by the client. + Transmits binders to the client in a timely manner.
- Provides the client with day to day service + Consult with clients on day-to-day inquiries about their insurance program. + Advises the client and carrier of any changes necessary to their insurance program
- Oversees the administration of the insurance program processing: + Endorsements + Certificates of Insurance + Invoices + Account Receivables + Finance Agreements + Audits + Processes automatic renewals
- Maintains Client Information + Updates Sagitta + Maintains client files in IR + Summaries and schedules of insurance
- Supports Client Service Executive on renewals and new business + Prepares renewal information request + Maintains Sagitta with updated client information + Prepares Acord applications + Prepares Loss Summaries and Large Loss Reports
- Review accuracy of experience modification calculations published by state rating agencies/bureaus.
- Assists CSE with completion of Stewardship and Renewal Strategies
- Oversees the administration of the insurance program as outlined above.
- Assists CSE with timely delivery of policies to the client.
- Review policies as assigned by the Client Service Executive and discuss with and provide suggestions to Client Service Executive regarding any areas of concern.
- Periodic visits to clients with Client Service Executive, including active participation in new business and renewal preparation and presentation
- Participate in PAR E&O Audits.
Desired Qualifications
- Advanced insurance designations applicable to the above duties strongly preferred as well as a willingness to pursue continuing education and professional development.
- Significantly exceed expectations in existing position if currently employed at MMA
INACTIVE