Senior Client Manager
Marsh & McLennan
Business Insurance Sr. Client ManagerOur 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 an Business Insurance Sr. 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 (NYSE: MRSH).Applicants must be within driving distance to our 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 Sr. Client Manager, you will:Working knowledge of Agency Management System to include navigation and delegation of tasks to team membersInitial rate negotiations for renewal and competitive quotes.Organizes responses and presents to Client Team / Producer for review.Understands when to escalate complex negotiations to Client Team / Producer for assistanceActively directing/managing Client Team on strategy, client deliverables, and meeting client expectations (including proposals, stewardship, meetings, special projects etc.).Proactive: In concurrence with Client Team, develops positive working client relationships.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 meetingAdvanced 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 ProducerParticipates in internal and / or external Renewal Strategy MeetingsPerforms Renewal Exposure AnalysisSends Submissions to Market or Rates OnlinePerforms Non-Admitted Carrier Due Diligence in accordance with state rulesPerforms Premium, Rate and Coverage ComparisonsNegotiates with MarketsGenerates / updates Fee AgreementFinalizes Proposal and presents to clientSend Bind Order to CarrierReceives Binder from Carrier and transmits MMA Binder to ClientPerforms Renewal Premium AllocationProvides General Service Support based on the following tasks:Orders Endorsements / Coverage Changes to CarrierPerforms Audit Reviews and addresses discrepanciesProvides complex Contract ReviewOur future colleague.We'd love to meet you if your professional track record includes these skills:5-7 years prior experienceBachelor's Degree or Equivalent Work Experience RequiredAdvanced Degree (RMIN, Finance, Accounting) experience a plusAdvanced 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 specializationCore Strengths: Advanced proficiency in managing a book of business through annual life cycle to include new business, customer service, renewal strategy, delegating to junior team membersAdditional Core Strengths: Accommodation, Assertiveness, Critical Thinking, Empathy, Flexibility, Idea Orientation, Sociability, Team leadership in conjunction with Producer and / or Client ExecutiveAdvanced application of prioritization & organizational skillsAdvanced project management including delegationStrong carrier relationships with field reps, marketing, and underwritingExtensive 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 & resourcesExpert application in Microsoft Office Products (Outlook, Word, and PowerPoint) and advanced proficiency in ExcelExemplifies MMA Core Values: Collaboration, Passion, Innovation, AccountabilityProperty Casualty Resident's License RequiredAnnual CE RequirementWe 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 insurance401K and company match programCompany-paid life and disabilityGenerous paid time off programsEmployee assistance program (EAP)Volunteer paid time off (VTO)Career mobilityEmployee networking groupsTuition reimbursement and professional development opportunitiesCharitable contribution match programsStock purchase opportunitiesMarsh McLennan and its affiliates are EOE Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers. Marsh & McLennan
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