Business Insurance Client Manager

Marsh McLennan•Columbus, OH

4d•Onsite

About The Position

Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With 200 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 (NYSE: MRSH). Applicants must be within driving distance to our Columbus, GA office to be considered for this role and have the ability to commute to the office five days per week. As a Business Insurance Client Manager, you will be responsible for intermediate to advanced usage of Agency Management System, organizing responses and presenting them to the Client Team/Producer for review, and being proactively involved with the Client Team on strategy and client deliverables. You will also maintain client relationships, prepare or review materials for discussion with the Client Team/Producer, and step in to support account team members on any/all functions as needed. Additionally, you will prepare client presentations, attend client meetings when requested, and mentor Account Associates and Senior Account Associates. You will also provide new business and renewal support, including compiling Broker of Record Letters, participating in internal Renewal Strategy Meetings, transmitting Renewal Requests to clients, gathering renewal information, performing exposure analysis, sending submissions to market or rating online, performing non-admitted carrier due diligence, performing premium, rate, and coverage comparisons, generating/updating fee agreements, finalizing proposals, sending bind orders to carriers, receiving binders from carriers and transmitting them to clients, and performing renewal premium allocation. You will also provide general service support, including ordering endorsements/coverage changes, performing audit reviews and addressing discrepancies, providing basic contract review, and obtaining required signatures for supplemental applications, fee agreements, Acords, or any applicable documentation.

Requirements

3-5 years prior experience
Associates / Bachelor’s Degree or Equivalent Work Experience Required
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
Advanced Designation (AAI, CISR, CIC, CRM, ARM, CPCU) in progress

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
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
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