Business Insurance Senior Client Manager

Marsh McLennan•Atlanta, GA

2d•Hybrid

About The Position

As a Senior Client Manager on Marsh Agency’s Business Insurance team, you will manage a book of business with medium complexity and integrated specialization, under the direction and guidance of the Client Team or through Sales Collaboration. You will support the annual business lifecycle, including new business, client service, renewal strategy, and delegation to junior team members. The role involves coordinating client strategy and deliverables, maintaining client and carrier relationships, supporting negotiations and market placement, preparing client presentations, and providing complex service support. You will collaborate with Producers, Client Teams, and subject matter experts to meet client expectations.

Requirements

Working knowledge of an Agency Management System, including navigation and delegation of tasks.
Property Casualty Resident’s License required.
Meet annual continuing education requirements.
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 prioritization and organizational skills, project management skills, and ability to delegate.
Strong carrier relationships with field representatives, marketing, and underwriting.
Extensive knowledge of insurance products, lines, and marketing techniques, and ability to explain how products are used and administered to clients and team members.
Up-to-date knowledge of current trends and regulations.
Advanced application of tools and resources; expert application of Microsoft Office products, including Outlook, Word, and PowerPoint, and advanced proficiency in Excel.
Ability to demonstrate Marsh McLennan Agency core values of collaboration, passion, innovation, and accountability.

Nice To Haves

Five to seven years of prior experience.
Advanced degree or experience in risk management (RMIN), finance, or accounting.
Advanced designation such as CIC, CRM, ARM, or CPCU.
Advanced proficiency with tools such as Reference Connect, Playbook, and MMA U; intermediate understanding of Loss Forecaster, CAT Modeling, and Mod Master.
Core strengths including accommodation, assertiveness, critical thinking, empathy, flexibility, idea orientation, sociability, and team leadership in conjunction with a Producer and/or Client Executive.

Responsibilities

Use the Agency Management System, including navigating the system and delegating tasks to team members.
Conduct initial rate negotiations for renewal and competitive quotes; organize responses and present them to the Client Team or Producer for review, escalating complex negotiations when needed.
Direct and manage the Client Team on strategy, client deliverables, and meeting client expectations, including proposals, stewardship, meetings, and special projects.
Develop positive client relationships in coordination with the Client Team and communicate with client contacts at various leadership levels.
Inform the Client Team of significant changes involving clients or carriers.
Lead Client Team renewal strategy meetings in conjunction with the Producer.
Execute or delegate deliverables and manage task completion; assist other Senior Client Managers during high-volume periods as needed.
Prepare client presentations and meeting agendas; attend client meetings and lead portions as directed by the Producer.
Coordinate with the Client Team and subject matter experts, including Loss Control, Communications, and Claims, to obtain resources where applicable.
Provide new business and renewal support, including participating in proposal presentations and renewal strategy meetings, performing renewal exposure analyses, sending submissions to market or rates online, conducting non-admitted carrier due diligence, comparing premiums, rates, and coverage, negotiating with markets, generating or updating fee agreements, finalizing and presenting proposals, sending bind orders, transmitting binders to clients, and performing renewal premium allocations.
Provide general service support, including ordering endorsements or coverage changes, reviewing audits and addressing discrepancies, and conducting complex contract reviews.