Client Manager - Business Insurance

Marsh McLennan•Cedar Rapids, IA

7d•Hybrid

About The Position

As a Client Manager on the Business Insurance team at Marsh McLennan Agency, you will provide timely and accurate service to clients and support Sales Advisors in the sale and service of new and existing business. You will help develop relationships with clients, Sales Advisors, and carrier representatives. The role includes assisting with insurance quotes and marketing, preparing proposals, processing new and renewal business, supporting client coverage reviews and renewal meetings, reviewing policies for accuracy, responding to service requests, and liaising between clients and carriers to resolve policy or coverage issues. Marsh McLennan Agency provides business insurance, employee health and benefits, retirement, and private client insurance solutions. It combines the personalized service of a local consultant with the global resources of Marsh. The company describes its culture as inclusive and focused on colleague well-being, professional and personal development, and meaningful work. The role offers hybrid work.

Requirements

High school diploma or equivalent.
Property & Casualty insurance licenses.
Experience working with business insurance, particularly multiple lines of coverage.
Experience in a client-facing role involving the development of long-term relationships.
Ability to manage an established book of business.
Ability to organize and prioritize projects and tasks effectively and in a timely manner.
Ability to work independently and as part of a team.
Excellent written and verbal communication and interpersonal skills.
Strong attention to detail and accuracy.

Responsibilities

Gather appropriate information from clients to support insurance quotes.
Assist with marketing new and renewal business to appropriate insurance carriers.
Prepare formal insurance proposals and assist with presenting them to clients.
Process new and renewal business and ensure required information and documentation are submitted accurately and on time.
Assist Sales Advisors with client coverage reviews, renewal meetings, and audits.
Review insurance policies and related documents for accuracy and ensure corrections are made promptly.
Assist clients with service requests, including answering questions, making changes, and preparing policy documents.
Act as a liaison between clients and carrier representatives to resolve policy or coverage questions and issues.