Business Insurance Client Manager

Marsh•Alpharetta, GA

23h•Hybrid

About The Position

The Business Insurance Client Manager assists the production team with managing, marketing, and servicing clients’ ongoing needs. The role is integral to exemplary client service and to the sustained growth of an assigned book of business, with minimal to no oversight. The Client Manager works with the Client Team and Producer on strategy, client deliverables, renewals, new business, and general service, and may independently maintain client relationships.

Requirements

Property Casualty license required.
Annual continuing education requirement.
Intermediate to advanced use of an Agency Management System.
Intermediate understanding of available tools, including Reference Connect, Playbook, and MMA U.

Nice To Haves

Three to five years of prior experience.
Associate’s or bachelor’s degree, or equivalent work experience.
Advanced degree in RMIN, Finance, or Accounting.
Advanced designation in progress, such as AAI, CISR, CIC, CRM, ARM, or CPCU.
Ability to lead tasks, prioritize and organize daily work, and manage general account operations.
Developing proficiency in managing a book of business through the annual lifecycle, including new business, customer service, and renewal strategy.
Experience handling smaller, less complex accounts under guidance of the Client Team and Sales Collaboration.
Intermediate to advanced proficiency with Microsoft Office, including advanced Excel and intermediate Outlook, Word, and PowerPoint.
Project management proficiency and ability to broaden carrier relationships.
Continued development of product and line knowledge and marketing techniques, and staying current with industry trends and regulations.
Demonstrates collaboration, passion, innovation, and accountability.

Responsibilities

Support the production team in managing, marketing, and servicing clients’ ongoing needs.
Contribute to client service and sustained growth of an assigned book of business with minimal to no oversight.
Coordinate 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.
Organize rate and coverage negotiation responses and present them to the Client Team or Producer for review.
Prepare or review materials for discussion with the Client Team or Producer.
Support account team members and other Client Managers during high-volume periods as needed.
Execute deliverables communicated by the Client Team.
Prepare client presentations, agendas, and 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.
Compile Broker of Record Letters and participate in internal renewal strategy meetings.
Send renewal requests to clients by email or Indio and gather renewal information from clients.
Perform exposure analysis and send submissions to markets or obtain rates online.
Perform non-admitted carrier due diligence in accordance with state rules.
Compare premiums, rates, and coverage; generate or update fee agreements.
Finalize proposals upon receipt from vendors and present them to clients.
Send bind orders to carriers, receive binders, and transmit MMA binders to clients.
Perform renewal premium allocation.
Order endorsements and coverage changes from carriers.
Perform audit reviews and address discrepancies.
Provide basic contract review.
Obtain required signatures for supplemental applications, fee agreements, Acords, and other applicable documentation.