Client Manager - Business Insurance

Marsh McLennan•Vista, CA

6d•Hybrid

About The Position

As a Client Manager on the Business Insurance team at Marsh McLennan Agency (MMA), you will provide timely and accurate service to clients and support Sales Advisors with the sale and service of new and existing business. You will develop relationships with clients, Sales Advisors, and carrier representatives. MMA provides business insurance, employee health and benefits, retirement, and private client insurance solutions, combining local consulting service with the global resources of Marsh.

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 varied 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 quoting.
Market 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, audits, and related activities.
Review insurance policies and related documents for accuracy and ensure corrections are made promptly.
Respond to client service requests, including answering questions, making changes, and preparing policy documents.
Liaise between clients and carrier representatives to resolve questions or issues related to policies and coverage.
Manage an established book of business.