Client Manager - Business Insurance

Marsh & McLennan Companies • Fargo, ND

77d • $51,300 - $95,600 • Hybrid

About The Position

As our Client Manager on the Business Insurance team, you'll be responsible for managing client accounts, ensuring timely delivery of service, and enhancing customer satisfaction. This role involves coordinating the marketing and placement process, preparing proposals, binding coverage, and maintaining accurate policy documentation. Finally, you will also provide administrative support, assist clients with their insurance needs, and collaborate with team members to drive agency goals.

Requirements

• 3+ years of experience working in customer service, underwriting, commercial lines insurance for a carrier or broker preferred
• Must be detailed with excellent organizational and time management skills.
• Good interpersonal skills and a high sense of urgency
• Ability to work well in a team environment, maintain a positive work atmosphere, and develop healthy relationships internally and externally
• Strong analytical skills with the ability to negotiate quotations, evaluate client needs, and develop innovative business solutions

Nice To Haves

• Bachelor's Degree
• Property/Casualty license (required within 3 months of hire)
• Familiarity with insurance company markets, binding authority, and underwriting guidelines
• AAI, CIC, CISR, or CRIS designation

Responsibilities

• Serve as the primary point of contact for a book of client business, responding promptly to requests and overseeing the preparation of necessary documents.
• Build and maintain strong, strategic relationships with clients and insurance carriers, enhancing client loyalty and satisfaction.
• Assist in training newly hired team members and be available as a resource for team members and colleagues, responding to questions and issues in a timely manner.
• Conduct thorough assessments of clients' business risk programs, identifying exposures and providing strategic recommendations for coverage enhancements.
• Emphasize risk management when reviewing renewal policies and endorsements, providing risk management advice directly to policyholders.
• Work closely with sales team and cross-functional teams to ensure alignment on client activities and strategic initiatives.
• Lead efforts in special projects that drive agency growth and improve service delivery.
• Review renewals, endorsements, and other documents for accuracy and compliance with coverage requests.
• Respond to underwriting requests and collaborate with clients as needed.
• Stay abreast of industry trends and regulatory changes, participating in continued education and professional development opportunities.

Benefits

• Generous time off, including personal and volunteering
• Tuition reimbursement and professional development opportunities
• Hybrid work
• Charitable contribution match programs
• Stock purchase opportunities

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Industry: Insurance Carriers and Related Activities
• Education Level: Bachelor's degree