Business Insurance Client Manager

Our not-so-secret sauce.

Award-winning, inclusive, Top Workplace culture doesn’t happen overnight. It’s a result of hard work by extraordinary people. More than 11,000 of the industry’s brightest talent drive our efforts to deliver purposeful work and meaningful impact every day. Learn more about what makes us different and how you can thrive as a Business Insurance Client Manager at Marsh McLennan Agency (MMA).

MMA provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With 200 offices across North America, we combine the personalized service model of a local consultant with the global resources of the world’s leading professional services firm, Marsh McLennan (NYSE: MMC).

Applicants must be within driving distance to our North Atlanta (Alpharetta, GA) office to be considered for this role and have the ability to commute to the office a minimum of three days per week.

A day in the life.

As an Business Insurance Client Manager you will:

• Independently drive your own book or proactively involved with client team on strategy and client deliverables & meeting client expectations (including proposals, stewardship, meetings, special projects etc.).

• Maintain client relationships independently or in concurrence with client team.

• Inform account team of any significant changes relating to the client.

• Prepare or review materials for discussion with client team / Producer.

• May depend on client team / Producer for rate/coverage negotiations.  Organize responses and present them to client team / Producer for review.

• Step in to support account team members on any/all functions as needed.

• Assists other Client Managers during high volume times as needed.

• Execute on the deliverables as communicated by the client team.

• Prepare client presentations to include developing meeting agendas, preparing presentation documents (printing / binding).

• Attend and actively participate in client meetings when requested by the Producer.

• Intermediate understanding of available tools (Reference Connect, Playbook, MMA U).

• Provide new business and renewal support based on the following tasks:  

• Compile broker of record letters 

• Participate in internal renewal strategy meetings

• Transmit renewal request to client via email or Indio 

• Gather renewal information from client 

• Perform exposure analysis

• Send submissions to market or rates online

• Perform non-admitted carrier due diligence in accordance with state rules

• Perform premium, rate and coverage comparisons

• Generate / update fee agreement

• F i n a l i z e p roposal upon receipt from vendor and presents to client

• Send bind order to carrier

• Receive binder from carrier and transmits MMA binder to client

• Perform renewal premium allocation

• Provide general service support based on the following tasks: 

• Order endorsements / coverage changes to carrier

• Perform audit reviews and address discrepancies

• Provide basic contract review

Our future colleague.

We’d love to meet you if your professional track record includes these skills:

• 3-5 years prior experience

• Associates / Bachelor’s Degree or Equivalent Work Experience Required

• Advanced Degree (RMIN, Finance, Accounting) experience a plus

• Advanced Designation (AAI, CISR, CIC, CRM, ARM, CPCU) in progress

• Task leadership, Ability to prioritize and organize daily tasks as well as general account management.

• Developing proficiency in managing a book of business through annual life cycle to include new business, customer service, renewal strategy, delegating to Team Members

• Handle smaller, less complex accounts

• Manage a book of business under guidance of Client Team and Sales Collaboration

• Advanced application of prioritization & organizational skills.

• Intermediate application of prioritization & organizational skills

• Proficient Project Management

• Broadening carrier relationships with marketing and underwriting

• Continued development of products/line knowledge and marketing techniques.  

• Up to date with current trends, regulations, etc.  

• Intermediate application of tools & resources

• Intermediate application in Microsoft Office Products (Outlook, Word, and PowerPoint) and advanced proficiency in Excel

• A shared commitment to company values; Integrity, Collaboration, Passion, Innovation, Accountability

• Must have Property & Casualty license or obtain within 90 days of employment

We know there are excellent candidates who might not check all of these boxes. Don’t be shy. If you’re close, we’d be very interested in meeting you.

Valuable benefits.

We value and respect the impact our colleagues make every day both inside and outside our organization. We’ve built a culture that promotes colleague well-being through robust benefit programs and resources, encourages professional and personal development, and celebrates opportunities to pursue the projects and causes that give colleagues fulfilment outside of work.  

Some benefits included in this role are:

• Medical, dental and vision insurance

• 401K and company match program

• Company-paid life and disability

• Generous paid time off programs

• Employee assistance program (EAP)

• Volunteer paid time off (VTO)

• Career mobility

• Employee networking groups

• Tuition reimbursement and professional development opportunities

• Charitable contribution match programs

• Stock purchase opportunities

To learn more about a career at MMA, check us out online: or flip through our recruiting brochure:

Follow us on social media to meet our colleagues and see what makes us tick:

Who you are is who we are.

We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. We are always seeking those with ethics, talent, and ambition who are interested in joining our client-focused teams.

Marsh McLennan and its affiliates are EOE Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers.

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