Business Insurance Sr. Client Manager

Marsh McLennan•Alpharetta, GA

1d•Hybrid

About The Position

Marsh McLennan Agency (MMA) is seeking a Business Insurance Sr. Client Manager. MMA provides business insurance, employee health & benefits, retirement, and private client insurance solutions. This role requires the ability to commute to the Alpharetta, GA office a minimum of three days per week. The Sr. Client Manager will work with clients to manage their insurance needs, negotiate rates, and ensure client satisfaction. This position involves directing and managing a client team, developing client relationships, and coordinating with subject matter experts.

Requirements

5-7 years prior experience
Bachelor's Degree or Equivalent Work Experience Required
Property Casualty Resident’s License Required
Annual CE Requirement
Advanced proficiency in managing a book of business through annual life cycle to include new business, customer service, renewal strategy, delegating to junior team members
Collaboration with medium complexity and integrated specialization
Advanced application of prioritization & organizational skills
Advanced project management including delegation
Strong carrier relationships with field reps, marketing, and underwriting
Extensive knowledge of products/lines and marketing techniques.
Ability to convey how products are utilized and administered to clients and team members.
Up to date with current trends, regulations, etc.
Advanced application of tools & resources
Expert application in Microsoft Office Products (Outlook, Word, and PowerPoint) and advanced proficiency in Excel
Exemplifies MMA Core Values: Collaboration, Passion, Innovation, Accountability

Nice To Haves

Advanced Degree (RMIN, Finance, Accounting) experience a plus
Advanced Designation Preferred (CIC, CRM, ARM, CPCU)

Responsibilities

Working knowledge of Agency Management System to include navigation and delegation of tasks to team members
Initial rate negotiations for renewal and competitive quotes. Organizes responses and presents to Client Team / Producer for review.
Understands when to escalate complex negotiations to Client Team / Producer for assistance
Actively directing/managing Client Team on strategy, client deliverables, and meeting client expectations (including proposals, stewardship, meetings, special projects etc.)
Proactive: In concurrence with Client Team, develops positive working client relationships.
Capable of communicating with various leadership levels of client organizational structure (i.e. Office Manager, Controller, Safety Director, CEO, CCO, CFO).
Informs Client Team of any significant changes relating to the client or the carrier.
In conjunction with Producer, leads Client Team in renewal strategy meetings.
Takes action on executing or delegating deliverables to Client Team and managing task completion.
Takes initiative in assisting other Sr. CM's during high volume times as needed.
Prepares client presentations to include developing meeting agendas.
Attends, and as directed by Producer, leads portions of the client meeting
Advanced understanding of available tools (Reference Connect, Playbook, MMA U)
Coordinates with the client team and Subject Matter Experts for resources where applicable (Loss Control, Communications, Claims, etc.)
Intermediate understanding of advanced tools (Loss Forecaster, CAT Modeling, Mod Master)
Provides New Business and Renewal Support based on the following tasks:
Participates in New Business Proposal Presentation, at the direction of the Producer
Participates in internal and / or external Renewal Strategy Meetings
Performs Renewal 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
Negotiates with Markets
Generates / updates Fee Agreement
Finalizes Proposal 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 based on the following tasks:
Orders Endorsements / Coverage Changes to Carrier
Performs Audit Reviews and addresses discrepancies
Provides complex Contract Review