Business Insurance Sr. 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 Sr. Client Manager at Marsh McLennan Agency (MMA). Applicants must be within driving distance to our Birmingham, AL 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 Working knowledge of Agency Management System to include navigation and delegation of tasks to team members Initial rate negotiations for renewal and competitive quotes Organizes responses and presents to Client Team / Producer for review Understands when to elevate complex negotiations to Client Team / Producer for assistance Actively directs/manages Client Team on strategy, client deliverables, and meeting client expectations (including proposals, stewardship, meetings, special projects etc.) Proactively develops positive working client relationships in concurrence with Client Team Capable of communicating with various leadership levels of client organizational structure (i.e. Office Manager, Controller, Safety Director, CEO, CCO, CFO) Informs Client Team of any significant changes relating to the client or the carrier In conjunction with Producer, leads Client Team in renewal strategy meetings Takes action on executing or delegating deliverables to Client Team and managing task completion Takes initiative in assisting other Sr. CM's during high volume times as needed Prepares client presentations to include developing meeting agendas Attends, and as directed by Producer, leads portions of the client meeting Advanced understanding of available tools (Reference Connect, Playbook, MMA U) Coordinates with the client team and Subject Matter Experts for resources where applicable (Loss Control, Communications, Claims, etc.) Intermediate understanding of advanced tools (Loss Forecaster, CAT Modeling, Mod Master) Provides New Business and Renewal Support based on the following tasks: Participates in New Business Proposal Presentation, at the direction of the Producer Participates in internal and/or external Renewal Strategy Meetings Performs Renewal Exposure Analysis Sends Submissions to Market or Rates Online Performs Non-Admitted Carrier Due Diligence in accordance with state rules Performs Premium, Rate and Coverage Comparisons Negotiates with Markets Generates/updates Fee Agreement Finalizes Proposal and presents to client Send Bind Order to Carrier Receives Binder from Carrier and transmits MMA Binder to Client Performs Renewal Premium Allocation Provides General Service Support based on the following tasks: Orders Endorsements / Coverage Changes to Carrier Performs Audit Reviews and addresses discrepancies Provides complex Contract Review Our future colleague 5-7 years prior experience Bachelor's Degree or Equivalent Work Experience Required Advanced Degree (RMIN, Finance, Accounting) experience a plus Advanced Designation Preferred (CIC, CRM, ARM, CPCU) Manages a book of business at the direction and under guidance of the Client Team or Sales collaboration with medium complexity and integrated specialization Core Strengths: Advanced proficiency in managing a book of business through annual lifecycle to include new business, customer service, renewal strategy, delegating to junior team members Additional Core Strengths: Accommodation, Assertiveness, Critical Thinking, Empathy, Flexibility, Idea Orientation, Sociability, Team leadership in conjunction with Producer and/or Client Executive Advanced application of prioritization & organizational skills Advanced project management including delegation Strong carrier relationships with field reps, marketing, and underwriting Extensive knowledge of products/lines and marketing techniques Ability to convey how products are utilized and administered to clients and team members Up-to-date with current trends, regulations, etc. Advanced application of tools & resources Expert application in Microsoft Office Products (Outlook, Word, PowerPoint) and advanced proficiency in Excel Exemplifies MMA Core Values: Collaboration, Passion, Innovation, Accountability Property Casualty Resident's License Required Annual CE Requirement Valuable Benefits 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 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. #J-18808-Ljbffr Marsh McLennan Agency