Client Manager - Business Insurance

Marsh McLennan•West Des Moines, IA

7d•Hybrid

About The Position

As a Client Manager on the Business Insurance team, 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. The role includes supporting insurance quoting, marketing, proposals, business processing, client reviews, policy accuracy, client service requests, and communication between clients and carriers.

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 development of long-term relationships.
Ability to manage an established book of business.
Ability to organize and prioritize a variety of 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.
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 submit required information and documentation 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.
Respond to client service requests, including answering questions, making changes, and preparing policy documents.
Act as a liaison between clients and carrier representatives to resolve questions or issues regarding policies or coverage.