Business Insurance Client Manager

Marsh McLennan•Nashville, TN

22h•Hybrid

About The Position

Marsh Agency (MMA) is hiring a Business Insurance Client Manager to support business insurance accounts and client teams. The role supports new-business and renewal activity, client service, account deliverables, presentations, and relationships. The successful candidate will manage a book of business under the guidance of the Client Team and Sales, handle smaller and less complex accounts, and support account team members as needed. Applicants must be within driving distance of the Nashville, Tennessee office and able to commute there at least three days per week. Responsibilities include coordinating renewal strategies and requests, gathering client information, analyzing exposures, marketing submissions, comparing premiums, rates, and coverage, preparing proposals, and completing binding and renewal documentation. The role also provides general account service, including ordering endorsements or coverage changes, reviewing audits, conducting basic contract reviews, and obtaining required signatures. The Client Manager may maintain client relationships independently or with the Client Team and may attend client meetings when requested. MMA describes its culture as inclusive and colleague-focused, with a commitment to professional development and well-being. The company has more than 11,000 employees and 200 offices across North America.

Requirements

3–5 years of prior experience.
Associate’s or bachelor’s degree, or equivalent work experience.
Property and Casualty license required.
Annual continuing education requirement.
Task leadership and the ability to prioritize and organize daily tasks and general account management.
Ability to manage a book of business under Client Team and Sales guidance, including smaller, less complex accounts.
Proficient project management skills and strong prioritization and organizational skills.
Intermediate proficiency with Microsoft Office products, including Outlook, Word, and PowerPoint, and advanced proficiency in Excel.
Intermediate understanding of available tools and resources, including Reference Connect, Playbook, and MMA U.
Keep current with industry trends and regulations.
Demonstrate MMA’s core values: Collaboration, Passion, Innovation, and Accountability.
Must be within driving distance of the Nashville, Tennessee office and able to commute at least three days per week.

Nice To Haves

Advanced degree or experience in RMIN, Finance, or Accounting.
An advanced insurance designation in progress, such as AAI, CISR, CIC, CRM, ARM, or CPCU.

Responsibilities

Use the Agency Management System at an intermediate to advanced level.
Organize responses and present them to the Client Team or Producer for review; collaborate on strategy, client deliverables, and meeting client expectations.
Maintain client relationships independently or in coordination with the Client Team.
Prepare or review materials for discussion with the Client Team or Producer and execute deliverables communicated by the Client Team.
Support account team members and other Client Managers as needed, including during high-volume periods.
Prepare client presentations, develop meeting agendas, and prepare 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.
Provide new-business and renewal support, including compiling Broker of Record letters, participating in internal renewal strategy meetings, and transmitting renewal requests to clients.
Gather renewal information, perform exposure analysis, submit accounts to markets or rate them online, and conduct non-admitted carrier due diligence in accordance with state rules.
Perform premium, rate, and coverage comparisons; generate or update fee agreements; finalize proposals upon receipt from vendors and present them to clients.
Send bind orders to carriers, receive binders, transmit MMA binders to clients, and perform renewal premium allocations.
Provide general service support by ordering endorsements or coverage changes, reviewing audits and addressing discrepancies, performing basic contract reviews, and obtaining required signatures for applications and other documents.
Develop proficiency in managing a book of business through the annual lifecycle, including new business, customer service, renewal strategy, and delegation to team members.
Build carrier relationships through marketing and underwriting and continue developing product, line, and marketing knowledge.