Business Insurance Sr. Client Manager

Marsh McLennan • Chattanooga, TN

9d • Hybrid

About The Position

Marsh McLennan Agency (MMA) is seeking a Business Insurance Sr. Client Manager to join their team. This role is based in Chattanooga, TN, and requires the ability to commute to the office a minimum of three days per week. MMA provides business insurance, employee health & benefits, retirement, and private client insurance solutions. The company emphasizes its award-winning, inclusive, Top Workplace culture, driven by over 11,000 employees delivering purposeful work and meaningful impact. As a Sr. Client Manager, you will be responsible for managing a book of business, leading client teams, negotiating rates, preparing presentations, and providing support for new business and renewals. The role involves advanced application of various tools and resources, strong carrier relationships, and extensive knowledge of products and marketing techniques. The ideal candidate will exemplify MMA's core values of Collaboration, Passion, Innovation, and Accountability.

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
• 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

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

Benefits

• Medical, dental and vision insurance
• 401K and company match program
• Company-paid life and disability
• Generous paid time off programs
• Employee assistance program (EAP)
• Volunteer paid time off (VTO)
• Career mobility
• Employee networking groups
• Tuition reimbursement and professional development opportunities
• Charitable contribution match programs
• Stock purchase opportunities

What This Job Offers

• Job Type: Full-time
• Career Level: Senior