Business Insurance Client Manager

Marsh McLennan

3d•Hybrid

About The Position

Marsh McLennan Agency (MMA) is seeking a Business Insurance Client Manager to join their team. MMA provides business insurance, employee health & benefits, retirement, and private client insurance solutions. This role requires the ability to commute to the Ridgeland, MS office a minimum of three days per week. The Business Insurance Client Manager will be involved in client relationship management, preparing client presentations, and supporting new business and renewal processes. They will also provide general service support, including ordering endorsements, performing audit reviews, and obtaining necessary signatures. The role involves mentorship of Account Associates and requires intermediate understanding of available tools and proficiency in Microsoft Office products, with advanced Excel skills.

Requirements

3-5 years prior experience
Associates / Bachelor’s Degree or Equivalent Work Experience Required
Advanced Designation (AAI, CISR, CIC, CRM, ARM, CPCU) in progress
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
Handles smaller, less complex accounts
Manages 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
Exemplifies MMA Core Values: Collaboration, Passion, Innovation, Accountability
Property Casualty License Required
Annual CE Requirement

Nice To Haves

Advanced Degree (RMIN, Finance, Accounting) experience a plus

Responsibilities

Intermediate to advanced usage of Agency Management System
Organizes responses and presents them to Client Team / Producer for review.
Proactively involved with Client Team on strategy and client deliverables & meeting client expectations (including proposals, stewardship, meetings, special projects etc.).
Maintains Client relationships independently or in concurrence with Client Team.
Prepares or reviews materials for discussion with Client Team / Producer
Steps in to support account team members on any/all functions as needed
Assists other Client Managers during high volume times as needed
Executes on the deliverables as communicated by the Client Team
Prepares Client presentations to include developing meeting agendas, preparing presentation documents (printing / binding)
Attend and actively participate in client meetings when requested by the Producer/Client Executive.
Mentorship of Account Associates and Senior Account Associates, as needed
Intermediate understanding of available tools (Reference Connect, Playbook, MMA U)
Provides New Business and Renewal Support based on the following tasks: Compiles Broker of Record Letters, Participates in internal Renewal Strategy Meetings, Transmits Renewal Request to Client via email or Indio, Gathers Renewal Information from Client, Performs Exposure Analysis, Sends Submissions to Market or Rates Online, Performs Non-Admitted Carrier Due Diligence in accordance with state rules, Performs Premium, Rate and Coverage Comparisons, Generates / Updates Fee Agreement, Finalizes Proposal upon receipt from Vendor and presents to client, Send Bind Order to Carrier, Receives Binder from Carrier and transmits MMA Binder to Client, Performs Renewal Premium Allocation
Provides General Service Support based on the following tasks: Orders Endorsements / Coverage Changes to Carrier, Performs Audit Reviews and addresses discrepancies, Provides basic Contract Review, Obtain required signatures for supplemental applications, fee agreements, Acords or any applicable documentation