Client Manager - Business Insurance

Marsh McLennan

2d•Hybrid

About The Position

Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With offices across North America, we combine the personalized service model of a local consultant with the global resources of the world’s leading professional services firm, Marsh McLennan (NYSE: MMC). As our Client Manager on the Business Insurance team, you’ll maintain files in agency management system and document management system in an orderly, up-to-date manner. You will perform account transactions including but not limited to applications, quotations, ID cards, endorsements, invoices, binders, renewals, certificates, follow-up and correspondence on assigned accounts. You will obtain renewal information from the insured and company on designated accounts prior to renewal and completes applications as needed. You will maintain a concern for timeliness and completeness when interacting with customers, agency and company personnel to minimize potential for errors & omissions claims. You will review existing accounts to determine if additional lines of insurance should be solicited. You will receive and review all terminations and cancellations to determine action to be taken. You will actively review increases in limits and/or overages or rounding out accounts through sales to clients at service contact opportunities. You will document all material conversations with insured and/or carriers regarding exposures and coverages. You will manage a book of business alongside the assigned Producer on the account. You will gather and prepare submission information as appropriate to the account and coordinates the remarketing process. You will participate in client meetings. You will conduct on-line rating and use of insurance analysis tools. You will consistently strive to make a positive contribution to customer satisfaction. You will assist production unit in special projects related to sales and/or servicing. You will ensure confidentiality of information acquired. You will respond to client on all facets of customer service including coverage review, analysis and recommendations, quoting and securing coverage, and claims assistance with minimal guidance.

Requirements

High School diploma or general education degree; some college or higher education preferred
3-5 years’ experience in underwriting, rating and billing or prior insurance experience at an agency or related company
1-2 years’ experience providing customer service to commercial lines customers.

Nice To Haves

Ability to read and interpret documents such as renewal applications, workers’ compensation mod sheets and procedures manuals.
Ability to professionally communicate information and respond to questions from groups of managers, clients, customers and the public.
Ability to calculate figures and amounts such as discounts, interest, commissions, proportions and percentages.

Responsibilities

Maintain files in agency management system and document management system in an orderly, up-to-date manner.
Perform account transactions including but not limited to applications, quotations, ID cards, endorsements, invoices, binders, renewals, certificates, follow-up and correspondence on assigned accounts.
Obtain renewal information from the insured and company on designated accounts prior to renewal and completes applications as needed.
Maintain a concern for timeliness and completeness when interacting with customers, agency and company personnel to minimize potential for errors & omissions claims.
Review existing accounts to determine if additional lines of insurance should be solicited.
Receive and review all terminations and cancellations to determine action to be taken.
Actively review increases in limits and/or overages or rounding out accounts through sales to clients at service contact opportunities.
Document all material conversations with insured and/or carriers regarding exposures and coverages.
Manage a book of business alongside the assigned Producer on the account.
Gather and prepare submission information as appropriate to the account and coordinates the remarketing process.
Participate in client meetings.
Conduct on-line rating and use of insurance analysis tools.
Consistently strive to make a positive contribution to customer satisfaction.
Assist production unit in special projects related to sales and/or servicing.
Ensure confidentially of information acquired.
Respond to client on all facets of customer service including coverage review, analysis and recommendations, quoting and securing coverage, and claims assistance with minimal guidance.