Senior Client Manager - Commercial Entertainment Insurance

Marsh McLennanVan Nuys, CA
Hybrid

About The Position

The Senior Client Manager on the Commercial Entertainment team is responsible for providing the highest quality service to customers, selling new lines of coverage, and cross-selling within the existing book of business. This role serves as the day-to-day liaison between the insurance company (MIB) and designated accounts, managing and controlling client relationships with business managers and/or individual customers. Daily servicing includes addressing coverage issues, contract analysis, exposure analysis, handling inside service work, endorsement activity, coverage questions, problem-solving, renewal control, proposal preparation, and policy checking and binding. The Senior Client Manager must have experience in all areas of Commercial Entertainment insurance and will inform the Producer on strategic account issues, claims, and potential problems. This role oversees renewals, account management, and new business development, ensuring Standard Operating Guidelines (SOG’s) are followed for all insurance transactions.

Requirements

  • Build and maintain constructive and effective relationships with clients by meeting and exceeding client expectations at all times.
  • Provide consistent, accurate, timely and pertinent communication to clients through “constant tough” via emails, phone contact and meetings.
  • Respond to client inquiries/issues within a 24 hour timeline.
  • Resolve/assist with any service or claims issues/questions.
  • Assist in design of or independently design insurance plans for clients.
  • Assist clients in making appropriate coverage changes; make each contact a marketing opportunity.
  • Conduct face-to-face meetings with the clients to review summary reports, make presentations, and to maintain client relationships as often as necessary.
  • Inform and educate clients about coverage, exclusions and exposures; gaps in coverage, stewardship programs; and other relevant information.
  • Monitor and review client satisfaction at least quarterly; report findings/issues to Producer of the account.
  • High school diploma is required.
  • Proficient MS Office Suite (Word, Excel, Outlook).

Nice To Haves

  • College Degree preferred.
  • Current California Department of Insurance License.
  • 3-7 years of experience.

Responsibilities

  • Provide the highest quality service to customers.
  • Sell new lines of coverage and cross sell within the existing book of business.
  • Serve as the day-to-day liaison between the insurance company (MIB) and designated accounts.
  • Manage and control client relationships with business managers and/or individual customers.
  • Address various coverage issues.
  • Perform contract analysis.
  • Conduct exposure analysis.
  • Handle and/or direct all inside service work associated with clients’ accounts.
  • Manage all endorsement activity.
  • Handle routine coverage questions.
  • Problem solve for clients.
  • Manage renewal control.
  • Prepare formal proposals.
  • Check and bind policies.
  • Inform the Producer on strategic account issues, claims and other potential problems.
  • Oversee all processes related to renewals, account management and new business development.
  • Ensure Standard Operating Guidelines (SOG’s) are used and followed for all insurance transactions.
  • Build and maintain constructive and effective relationships with clients by meeting and exceeding client expectations at all times.
  • Provide consistent, accurate, timely and pertinent communication to clients through emails, phone contact and meetings.
  • Respond to client inquiries/issues within a 24-hour timeline.
  • Resolve/assist with any service or claims issues/questions.
  • Assist in design of or independently design insurance plans for clients.
  • Assist clients in making appropriate coverage changes.
  • Conduct face-to-face meetings with clients to review summary reports, make presentations, and maintain client relationships.
  • Inform and educate clients about coverage, exclusions and exposures; gaps in coverage, stewardship programs; and other relevant information.
  • Monitor and review client satisfaction at least quarterly; report findings/issues to Producer of the account.

Benefits

  • health and welfare benefits
  • tuition assistance
  • 401K savings and other retirement programs
  • employee assistance programs
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