Business Insurance Client Manager

Marsh McLennan•Pensacola, FL

1d•Hybrid

About The Position

Award-winning, inclusive, Top Workplace culture doesn’t happen overnight. It’s a result of hard work by extraordinary people. More than 15,000 of the industry’s brightest talent drive our efforts to deliver purposeful work and meaningful impact every day. Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With over 300 offices across North America, we combine the personalized service model of a local consultant with the global resources of the world’s leading professional services firm, Marsh McLennan (NYSE: MRSH). We are looking for a Business Insurance Client Manager to manage a high-profile book of business that is complex and generates substantial revenue that is critical to the company operations. A day in the life. Independently drive your own book or proactively involved with client team on strategy and client deliverables & meeting client expectations (including proposals, stewardship, meetings, special projects etc.). Maintain client relationships independently or in concurrence with client team. Inform account team of any significant changes relating to the client. Prepare or review materials for discussion with client team / Producer. May depend on client team / Producer for rate/coverage negotiations. Organize responses and present them to client team / Producer for review. Assists other Client Managers during high volume times as needed. Execute on the deliverables as communicated by the client team. Prepare client presentations to include developing meeting agendas, preparing presentation documents (printing / binding). Attend and actively participate in client meetings when requested by the Producer. Intermediate understanding of available tools (Reference Connect, Playbook, MMA U). Provide new business and renewal support based on the following tasks: Compile broker of record letters Participate in internal renewal strategy meetings Transmit renewal requests to clients via email or Indio Gather renewal information from client Perform exposure analysis Send submissions to market or rates online Perform non-admitted carrier due diligence in accordance with state rules Perform premium, rate and coverage comparisons Generate / update fee agreement Finalize proposal upon receipt from vendor and presents to client Send bind order to carrier Receive binder from carrier and transmits MMA binder to client Perform renewal premium allocation Provide general service support based on the following tasks: Order endorsements / coverage changes to carrier Perform audit reviews and address discrepancies Provide basic contract review

Requirements

3-5 years prior experience
Must have an active Property & Casualty license.
Task leadership, ability to prioritize and organize daily tasks as well as general account management.
Developing proficiency in managing a book of business through annual life cycle to include new business, customer service, renewal strategy, delegating to Team Members
Handle smaller, less complex accounts
Manage a book of business under guidance of Client Team and Sales Collaboration
Advanced application of prioritization & organizational skills.
Intermediate application of prioritization & organizational skills
Proficient Project Management
Broadening carrier relationships with marketing and underwriting
Continued development of products/line knowledge and marketing techniques.
Up to date with current trends, regulations, etc.
Intermediate application of tools & resources
Intermediate application in Microsoft Office Products (Outlook, Word, and PowerPoint) and advanced proficiency in Excel
A shared commitment to company values; Integrity, Collaboration, Passion, Innovation, Accountability

Nice To Haves

Advanced Degree (RMIN, Finance, Accounting) experience a plus
Advanced Designation (AAI, CISR, CIC, CRM, ARM, CPCU) in progress

Responsibilities

Independently drive your own book or proactively involved with client team on strategy and client deliverables & meeting client expectations (including proposals, stewardship, meetings, special projects etc.)
Maintain client relationships independently or in concurrence with client team.
Inform account team of any significant changes relating to the client.
Prepare or review materials for discussion with client team / Producer.
Organize responses and present them to client team / Producer for review.
Assists other Client Managers during high volume times as needed.
Execute on the deliverables as communicated by the client team.
Prepare client presentations to include developing meeting agendas, preparing presentation documents (printing / binding).
Attend and actively participate in client meetings when requested by the Producer.
Intermediate understanding of available tools (Reference Connect, Playbook, MMA U).
Compile broker of record letters
Participate in internal renewal strategy meetings
Transmit renewal requests to clients via email or Indio
Gather renewal information from client
Perform exposure analysis
Send submissions to market or rates online
Perform non-admitted carrier due diligence in accordance with state rules
Perform premium, rate and coverage comparisons
Generate / update fee agreement
Finalize proposal upon receipt from vendor and presents to client
Send bind order to carrier
Receive binder from carrier and transmits MMA binder to client
Perform renewal premium allocation
Order endorsements / coverage changes to carrier
Perform audit reviews and address discrepancies
Provide basic contract review