Business Insurance Senior Client Manager

Marsh McLennan•Atlanta, GA

3h•Hybrid

About The Position

Marsh Agency is seeking a Senior Client Manager for its Business Insurance team. The role manages a book of business in collaboration with and under the guidance of the Client Team or Sales, supporting clients through the annual insurance lifecycle, including new business, service, and renewal strategy. The Senior Client Manager directs and coordinates Client Team strategy and deliverables, manages client expectations, develops client relationships, and communicates with client stakeholders at different organizational levels. The position also supports renewal and new-business presentations, market submissions and negotiations, coverage and premium comparisons, carrier binding, and general client service. The role works with Producers, Client Executives, carriers, and subject matter experts to deliver client-focused insurance and risk-management support. The position is hybrid. Marsh Agency describes its culture as inclusive and focused on colleague well-being, professional and personal development, and meaningful work.

Requirements

Property and casualty resident’s license required.
Meet the annual continuing education requirement.
Bachelor’s degree or equivalent work experience required.
Advanced proficiency in managing a book of business through its annual lifecycle, including new business, customer service, renewal strategy, and delegation to junior team members.
Advanced project management skills, including delegation, and advanced prioritization and organizational skills.
Strong carrier relationships with field representatives, marketing, and underwriting.
Extensive knowledge of insurance products, lines, and marketing techniques.
Ability to communicate how products are used and administered to clients and team members.
Up-to-date knowledge of current trends and regulations.
Advanced application of available tools and resources.
Expert application of Microsoft Office products, including Outlook, Word, and PowerPoint, and advanced proficiency in Excel.
Demonstrated collaboration, passion, innovation, and accountability.

Nice To Haves

Five to seven years of prior experience.
Advanced degree or experience in risk management, finance, or accounting.
Advanced designation such as CIC, CRM, ARM, or CPCU.
Advanced understanding of tools such as Reference Connect, Playbook, and MMA U.
Intermediate understanding of advanced tools such as Loss Forecaster, CAT Modeling, and Mod Master.
Strengths in accommodation, assertiveness, critical thinking, empathy, flexibility, idea orientation, and sociability.

Responsibilities

Use the agency management system, including navigating it and delegating tasks to team members.
Conduct initial rate negotiations for renewals and competitive quotes; organize responses and present them to the Client Team or Producer for review, escalating complex negotiations as appropriate.
Direct and manage Client Team strategy and deliverables, including proposals, stewardship, meetings, and special projects, and oversee task completion and client expectations.
Develop positive client relationships with the Client Team and communicate with client stakeholders at various leadership levels.
Inform the Client Team of significant changes related to clients or carriers.
Lead Client Team renewal strategy meetings in conjunction with the Producer.
Assist other Senior Client Managers during high-volume periods as needed.
Prepare client presentations and meeting agendas; attend client meetings and, as directed by the Producer, lead portions of them.
Coordinate with the client team and subject matter experts, including Loss Control, Communications, and Claims, to obtain resources where applicable.
Support new business and renewals by participating in proposal presentations and strategy meetings, analyzing renewal exposures, sending submissions to market or rates online, and completing non-admitted carrier due diligence in accordance with state rules.
Perform premium, rate, and coverage comparisons; negotiate with markets; generate or update fee agreements; finalize proposals and present them to clients.
Send bind orders to carriers, receive binders, and transmit MMA binders to clients; perform renewal premium allocations.
Provide general service support by ordering endorsements and coverage changes from carriers, reviewing audits and addressing discrepancies, and performing complex contract reviews.
Maintain knowledge of products, lines, marketing techniques, industry trends, and regulations, and explain product use and administration to clients and team members.
Apply prioritization, organizational, project management, delegation, and team leadership skills in collaboration with the Producer and/or Client Executive.