Client Manager - Business Insurance

Marsh McLennan•Chesterfield, MO

4d•Hybrid

About The Position

The Client Manager – Business Insurance manages client accounts, ensures timely service delivery, and enhances customer satisfaction. The role coordinates the marketing process, prepares proposals, binds coverage, maintains accurate policy documentation, provides administrative support, assists clients with insurance needs, and collaborates with team members to advance agency goals. The Client Manager oversees servicing a diverse book of business and the accurate handling and distribution of policies, endorsements, and client requests. The role gathers and prepares submission information for marketing, prepares and presents insurance proposals, binds coverage in accordance with agency guidelines, and supports the marketing and placement of new and renewal business. This includes preparing pre-renewal packets, obtaining loss runs, and finalizing proposal summaries. As the primary contact for identified clients, the Client Manager responds to requests, oversees required documentation, and builds strategic relationships with clients and carriers. The role assesses clients’ business risk programs, identifies exposures, recommends coverage enhancements, and provides risk management advice during policy and renewal reviews. The Client Manager works closely with Producers and cross-functional teams to coordinate client activities and strategic initiatives.

Requirements

High school diploma or equivalent.
At least 3 years of experience working in customer service, underwriting, or commercial lines insurance for a carrier or broker is preferred.
Familiarity with insurance company markets, binding authority, and underwriting guidelines is preferred.
Strong attention to detail and excellent organizational and time-management skills.
Good interpersonal skills and a high sense of urgency.
Proficiency in Microsoft Office applications.
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 and ability to negotiate quotations, evaluate client needs, and develop business solutions.
Property/Casualty license, or ability to attain one.

Nice To Haves

AAI, CIC, CISR, or CRIS designation.
Some college or higher education.
Sagitta and Epic experience.

Responsibilities

Oversee servicing of a diverse book of business, ensuring accurate handling and distribution of policies, endorsements, and other requests.
Direct the gathering and preparation of submission information for the marketing process, including applications and schedules.
Prepare and present insurance proposals, bind coverage according to 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, responding promptly and overseeing preparation of necessary documents.
Build and maintain strategic relationships with clients and carriers to enhance client loyalty and satisfaction.
Assess clients’ business risk programs, identify exposures, and recommend coverage enhancements.
Review renewal policies and endorsements with an emphasis on risk management and provide risk management advice to policyholders.
Work with Producers and cross-functional teams to align on client activities and strategic initiatives.