Business Insurance Client Manager

Marsh McLennan

12d•Hybrid

About The Position

Marsh McLennan Agency (MMA) is seeking a Business Insurance Client Manager to manage a high-profile, complex, and revenue-critical book of business. This role involves independently driving client relationships and strategy, or working collaboratively with a client team on deliverables such as proposals, stewardship reports, meetings, and special projects. The position requires maintaining client relationships, informing the account team of significant client changes, and preparing or reviewing materials for client discussions. The Client Manager will also assist other Client Managers during peak periods and execute client deliverables. The role supports new business and renewal efforts, including compiling broker of record letters, participating in renewal strategy meetings, gathering renewal information, performing exposure analysis, submitting renewals to markets, and managing premium/coverage comparisons. General service support includes ordering endorsements, performing audit reviews, and providing basic contract reviews. The ideal candidate will have an intermediate understanding of MMA's tools and resources.

Requirements

3-5 years prior experience
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
Must have an active Property & Casualty license.

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.
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.
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.