Business Insurance Account Manager - Client Relations & Renewals

NACBA; Nashville (TN); Hybrid; USD 70,000 - 90,000; Full time

Benefits offered by this job

Hybrid Work

Generous time off

Tuition reimbursement and professional

Charitable contribution match programs

Stock purchase opportunities

Job summary

Marsh McLennan Agency in Nashville, TN is seeking an Business Insurance Account Manager I to build trusted client and carrier relationships, support renewal activity, and help deliver comprehensive insurance solutions. The role emphasizes collaboration with Producers and Marketing teams and requires staying current on product offerings and regulatory changes.

You will manage client communications, prepare renewal materials, and coordinate meetings to present options, while leveraging client

Qualifications

• Bachelor's degree or equivalent education and related training.
• Two years of relevant insurance industry experience.
• Appropriate insurance license(s).
• Strong client relations skills; including excellent communication skills and service orientation, cooperative nature, and tactfulness to resolve client and company problems.
• Demonstrated proficiency in basic computer applications such as Microsoft Office Suite.
• Ability to travel, occasionally overnight.

Responsibilities

• Build and maintain key client and carrier relationships by phone, email and in person.
• Assist assigned clients and teammates with service questions related to administration, billing, claims issues and problem solving, upon request.
• Work with Producer and/or Marketing Account Executive to monitor and support the renewal process for assigned clients. Provide analysis and assist in the recommendation of coverage needs to present to client.
• Coordinate meeting with client and/or producer to present the renewal and supporting documents to gain acceptance of the renewal or commitment to go to market for alternative options.
• Prepare marketing information or provide required information to a marketing person.
• Schedule and conduct teammate meetings in coordination with Marketing Account Executive or Producer and complete the implementation process.
• Prepare and deliver all applicable forms to client.
• Knowledgeable in the client management system(s), specifically to update policies that are written or renewed, log activities to document client meetings, carrier follow-up, service issues, establish follow-up date and daily manage follow-up in client management system(s). Also, understand how to use the system to acquire information to assist clients.
• Provide administrative support on other tasks as they arise such as assigned special projects and development of new ideas/services, as requested.
• Attend seminars, classes and carrier meetings to keep abreast of new products available for clients and acquire expertise in legislative changes, as opportunities occur.
• Other duties and responsibilities as requested by management.

Skills

Client relations

Communication skills

MS Office

Travel

Education

Bachelor's degree or equivalent education

Tools

Client management system

Job description

Marsh McLennan Agency in Nashville, TN is seeking an Business Insurance Account Manager I to build trusted client and carrier relationships, support renewal activity, and help deliver comprehensive insurance solutions. The role emphasizes collaboration with Producers and Marketing teams and requires staying current on product offerings and regulatory changes.

You will manage client communications, prepare renewal materials, and coordinate meetings to present options, while leveraging client