Business Insurance Sr. Client Manager

Marsh McLennan•Inverness, IL

6d•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 Birmingham, AL, and requires the ability to commute to the office at least three days a week. The Sr. Client Manager will be responsible for managing a book of business, negotiating rates, organizing client deliverables, and building strong client relationships. This position involves working with various leadership levels within client organizations and coordinating with internal Subject Matter Experts. The role requires advanced proficiency in managing the annual client life cycle, including new business, customer service, and renewal strategy, as well as delegating tasks to junior team members. The ideal candidate will have strong carrier relationships, extensive knowledge of insurance products and marketing techniques, and expert application of Microsoft Office products.

Requirements

5-7 years prior experience
Bachelor's Degree or Equivalent Work Experience Required
Property Casualty Resident’s License Required
Annual CE Requirement

Nice To Haves

Advanced Degree (RMIN, Finance, Accounting) experience a plus
Advanced Designation Preferred (CIC, CRM, ARM, CPCU)
Manages a book of business at the direction and under guidance of the Client Team or Sales
Collaboration with medium complexity and integrated specialization
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
Accommodation, Assertiveness, Critical Thinking, Empathy, Flexibility, Idea Orientation, Sociability, Team leadership in conjunction with Producer and / or Client Executive
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

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