Client Manager - Business Insurance

Marsh McLennan•Maryville, TN

2d•Hybrid

About The Position

The Client Manager – Business Insurance at Marsh McLennan Agency (MMA) manages client accounts, ensures timely service delivery, and works to enhance customer satisfaction. The role coordinates marketing, prepares proposals, binds coverage, maintains accurate policy documentation, provides administrative support, assists clients with insurance needs, and collaborates with colleagues to advance agency goals. The Client Manager oversees service for a diverse book of business and the accurate handling and distribution of policies, endorsements, and client or colleague requests. The position gathers and prepares submission information for marketing, including applications and schedules, and aligns submissions with client needs and agency capabilities. It prepares and presents insurance proposals, binds coverage in accordance with agency guidelines, and supports the marketing and placement of new and renewal business. Renewal support includes preparing pre-renewal information packets, obtaining loss runs, and finalizing proposal summaries. Serving as the primary contact for identified clients, the Client Manager responds to requests, oversees preparation of required documents, and builds relationships with clients and carriers. The role assesses business risk programs, identifies exposures, recommends coverage enhancements, and provides risk management advice when reviewing renewal policies and endorsements. It works closely with Producers and cross-functional teams to coordinate client activities and strategic initiatives.

Requirements

High school diploma or equivalent.
Property/Casualty license, or ability to attain one.
Proficiency in Microsoft Office applications.
Excellent attention to detail and strong 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 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

Manage client accounts and oversee service for a diverse book of business, ensuring accurate handling and distribution of policies, endorsements, and other requests.
Coordinate timely service delivery and work to enhance customer satisfaction.
Gather and prepare submission information for marketing, including applications and schedules, aligning it with client needs and agency capabilities.
Prepare and present insurance proposals and bind coverage in accordance with agency guidelines.
Maintain accurate policy documentation.
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 strategic relationships with clients and carriers to support 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.
Provide administrative support and assist clients with their insurance needs.