Business Insurance Senior Client Manager

Marsh•Alpharetta, GA

14h•Hybrid

About The Position

The Senior Client Manager on the Business Insurance team assists the production team with the production and service of new and existing accounts. The role supports an established book of business that includes large and complex middle-market accounts, and is actively involved in coordinating client management, strategic planning, and marketing. The Senior Client Manager directs and coordinates client-team strategy, deliverables, and service, and supports renewal and new-business processes in partnership with Producers and other Client Team members.

Requirements

Property Casualty Resident’s License required.
Annual continuing education requirement.
Working knowledge of an agency management system, including navigation and delegation of tasks.
Ability to negotiate initial rates for renewals and competitive quotes, organize responses, and identify when complex negotiations should be escalated.
Ability to direct client-team strategy and deliverables, manage task completion, and meet client expectations.
Ability to develop client relationships and communicate with stakeholders at different organizational levels.
Advanced understanding of Reference Connect, Playbook, and MMA U.
Intermediate understanding of Loss Forecaster, CAT Modeling, and Mod Master.

Nice To Haves

Five to seven years of prior experience.
Bachelor's degree or equivalent work experience; an advanced degree in RMIN, Finance, or Accounting is a plus.
Advanced designation such as CIC, CRM, ARM, or CPCU preferred.
Experience managing a medium-complexity book of business with integrated specialization under the guidance of a Client Team or Sales Collaboration.
Advanced proficiency managing the annual lifecycle, including new business, customer service, renewal strategy, and delegation to junior team members.
Strengths in accommodation, assertiveness, critical thinking, empathy, flexibility, idea orientation, sociability, and team leadership alongside a Producer and/or Client Executive.
Advanced project management, prioritization, organizational, and delegation skills.
Strong carrier relationships with field representatives, marketing, and underwriting.
Extensive product and line knowledge and expertise in marketing techniques.
Expert use of Microsoft Office, including Outlook, Word, and PowerPoint, with advanced Excel proficiency.
Keeps current with industry trends and regulations and exemplifies MMA Core Values of Collaboration, Passion, Innovation, and Accountability.

Responsibilities

Assist the production team in producing and servicing new and existing accounts.
Coordinate client management, strategic planning, and marketing for an established book of large and complex middle-market accounts.
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.
Escalate complex negotiations to the Client Team or Producer when appropriate.
Direct and manage the Client Team's strategy, client deliverables, and fulfillment of client expectations, including proposals, stewardship, meetings, and special projects.
Develop positive working relationships with clients in coordination with the Client Team and communicate with stakeholders at varying organizational levels.
Inform the Client Team of significant changes related to 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.
Support new business and renewals by participating in proposal presentations and renewal strategy meetings, performing renewal exposure analysis, sending submissions to market or rates online, and conducting 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, transmit MMA binders to clients, and perform renewal premium allocation.