Business Insurance Client Manager

Marsh•Alpharetta, GA

10d•Hybrid

About The Position

Marsh 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 candidate to be within driving distance of the Alpharetta, GA office and be able to commute to the office a minimum of three days per week. The Business Insurance Client Manager will be involved in client strategy, deliverables, and maintaining client relationships, while also supporting the account team and new business/renewal tasks. The company emphasizes its award-winning, inclusive, Top Workplace culture, driven by over 11,000 employees.

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).
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.
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.