Business Insurance Client Manager
Marsh & McLennan
Business Insurance Client ManagerAward-winning, inclusive, Top Workplace culture doesn't happen overnight. It's a result of hard work by extraordinary people. More than 15,000 of the industry's brightest talent drive our efforts to deliver purposeful work and meaningful impact every day.Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With over 300 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: MRSH).We are looking for a Business Insurance Client Manager to manage a high-profile book of business that is complex and generates substantial revenue that is critical to the company operations.A day in the life.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.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 lettersParticipate in internal renewal strategy meetingsTransmit renewal requests to clients via email or IndioGather renewal information from clientPerform exposure analysisSend submissions to market or rates onlinePerform non-admitted carrier due diligence in accordance with state rulesPerform premium, rate and coverage comparisonsGenerate / update fee agreementFinalize proposal upon receipt from vendor and presents to clientSend bind order to carrierReceive binder from carrier and transmits MMA binder to clientPerform renewal premium allocationProvide general service support based on the following tasks:Order endorsements / coverage changes to carrierPerform audit reviews and address discrepanciesProvide basic contract reviewOur future colleague:3-5 years prior experienceAdvanced Degree (RMIN, Finance, Accounting) experience a plusAdvanced Designation (AAI, CISR, CIC, CRM, ARM, CPCU) in progressTask 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 MembersHandle smaller, less complex accountsManage a book of business under guidance of Client Team and Sales CollaborationAdvanced application of prioritization & organizational skills.Intermediate application of prioritization & organizational skillsProficient Project ManagementBroadening carrier relationships with marketing and underwritingContinued development of products/line knowledge and marketing techniques.Up to date with current trends, regulations, etc.Intermediate application of tools & resourcesIntermediate application in Microsoft Office Products (Outlook, Word, and PowerPoint) and advanced proficiency in ExcelA shared commitment to company values; Integrity, Collaboration, Passion, Innovation, AccountabilityMust have an active Property & Casualty license.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:Generous time off, including personal and volunteeringHealth Insurance401kProfessional development opportunitiesHybrid workSix week paid parental leave for the birth or adoption of a childCharitable contribution match programsStock purchase opportunitiesMarsh McLennan and its affiliates are EOE Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers.
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