Client Manager - Business Insurance

Marsh McLennan•Chesterfield, MO

1d•$52,600 - $98,000•Hybrid

About The Position

The Client Manager at Marsh McLennan Agency manages business insurance client accounts, ensuring timely service delivery and strong customer satisfaction. The role coordinates marketing and placement activities, prepares and presents proposals, binds coverage in accordance with agency guidelines, and maintains accurate policy documentation. It also provides administrative support, addresses client insurance needs, and collaborates with Producers and cross-functional teams to advance agency and client goals. The position oversees a diverse book of business and serves as the primary point of contact for identified clients. It involves assessing client risk programs, identifying exposures, and recommending coverage enhancements, while emphasizing risk management in renewal policy and endorsement reviews. The role is hybrid and candidates must reside in Missouri, Kansas, Iowa, Nebraska, South Dakota, North Dakota, Minnesota, Wisconsin, or Michigan.

Requirements

High school diploma or equivalent required.
Property/Casualty license, or ability to attain one, required.
Proficiency in Microsoft Office applications required.
Detailed, with excellent organizational and time-management skills.
Good interpersonal skills and a high sense of urgency.
Ability to work under pressure and multitask.
Ability to work well in a team environment, maintain a positive work atmosphere, and develop healthy internal and external relationships.
Strong analytical skills, including the ability to negotiate quotations, evaluate client needs, and develop innovative business solutions.

Nice To Haves

Three or more years of experience in customer service, underwriting, or commercial lines insurance for a carrier or broker.
Familiarity with insurance company markets, binding authority, and underwriting guidelines.
AAI, CIC, CISR, or CRIS designation.
Some college or higher education.
Sagitta and Epic experience.

Responsibilities

Oversee service for a diverse book of business, ensuring accuracy and appropriate handling and distribution of policies, endorsements, and client and colleague requests.
Direct the gathering and preparation of submission information for marketing, including applications and schedules, and ensure alignment with client needs and agency capabilities.
Prepare and present insurance proposals, bind coverage in accordance with agency guidelines, and ensure policy documentation is accurate.
Assist with marketing and placement of new and renewal business, including preparing pre-renewal information packets, obtaining loss runs, and finalizing proposal summaries.
Serve as the primary point of contact for identified clients, respond promptly to requests, and oversee preparation of necessary documents.
Build and maintain strong strategic relationships with clients and carriers to enhance client loyalty and satisfaction.
Assess clients’ business risk programs, identify exposures, and provide strategic recommendations for coverage enhancements.
Review renewal policies and endorsements with a risk management emphasis and provide risk management advice to policyholders.
Work with Producers and cross-functional teams to align on client activities and strategic initiatives.