Client Manager

Marsh McLennan•Walnut Creek, CA

8d•$64,700 - $120,400

About The Position

Under minimal supervision, the Client Manager handles accounts with income under $20,000, including designing insurance programs, marketing accounts to insurance carriers, proposing renewal terms to clients, and responding to clients’ day-to-day service needs. The role also supports Client Service Executives on accounts with income over $20,000 and helps develop analytical, strategic, customer service, and communication skills for progression to Client Manager II or Client Service Executive. The position manages renewals and new business, serves as an initial contact for clients, carriers, and service-team members, and oversees insurance-program administration. It also supports account work, client visits, renewal preparation, policy review, and mentoring and coordinating administrative staff. Work takes place in a typical interior office environment, with occasional travel to client sites, potentially including overnight stays.

Requirements

Bachelor’s degree plus 2–3 years of daily World Class Client service; or at least 3 years of industry experience with increasing responsibility directly related to the listed duties, including 2–3 years of daily World Class Client service.
Maintain a valid, unrestricted California Fire & Casualty Solicitors license.
Excellent understanding of insurance terminology, insurance brokerage agency functions, and the various lines of Business Insurance.
Proficiency with Microsoft Office software, including Word, Excel, and Outlook.
Ability to prioritize tasks, set and achieve goals, think logically to solve problems, and present results clearly and precisely in oral and written form.
Ability to use a computer keyboard and office equipment such as fax and copy machines and telephones.
Ability to sit in a stationary position for extended periods.
Must not pose a direct threat to the health or safety of other individuals in the workplace.

Nice To Haves

Advanced insurance designations applicable to the duties.
Willingness to pursue continuing education and professional development.
If currently employed at MMA, significantly exceed expectations in the existing position.

Responsibilities

Manage renewals and new business for accounts under $20,000 of income.
Act as the initial point of contact for clients, carriers, and service-team members on accounts under $20,000 of income.
Solicit and follow up with clients for renewal information.
Design, market, and negotiate renewals and new business with insurance carriers.
Prepare proposals and attend client meetings to discuss renewal proposals.
Bind insurance terms as directed by clients and transmit binders to clients in a timely manner.
Provide day-to-day client service and consult on inquiries about insurance programs.
Advise clients and carriers of changes needed to insurance programs.
Oversee insurance-program administration, including endorsements, certificates of insurance, invoices, accounts receivable, finance agreements, and audits.
Process automatic renewals and maintain client information, Sagitta records, client files in IR, and insurance summaries and schedules.
Support the Client Service Executive on renewals and new business for accounts over $20,000 of income.
Prepare renewal information requests, ACORD applications, loss summaries, and large-loss reports.
Review the accuracy of experience-modification calculations published by state rating agencies or bureaus.
Assist the Client Service Executive with stewardship and renewal strategies, policy delivery, and assigned policy reviews; discuss and suggest action on areas of concern.
Visit clients periodically with the Client Service Executive and actively participate in new-business and renewal preparation and presentations.
Participate in PAR E&O audits.
Manage, delegate, track, guide, and mentor Client Administrators, Insurance Associates, and Client Service Trainees on routine new- and renewal-business administration.
Oversee routine administration tasks including system data entry, printing and proposals, certificates of insurance, initial policy checks and posting policies to Engage, invoices, finance agreements, endorsements, and audits.
Perform account reconciliation; order and review loss-run and claim-status reports; prepare summaries of insurance; and prepare experience-modification projections using Intellicomp or other available software.
Establish and maintain effective, positive working relationships with associates and clients.
Manage projects, including timely renewal-process management, developing and implementing a Client Service Plan, and ensuring timely implementation of R&LA deliverables.