Business Insurance Client Manager

MMC; Columbus (GA); On-site; USD 65,000 - 95,000; Full time

Benefits offered by this job

Medical, dental and vision insurance

401K and company match program

Company-paid life and disability

Generous paid time off programs

Tuition reimbursement and professional

Development opportunities

Stock purchase opportunities

Job summary

Marsh McLennan Agency in Columbus, GA seeks a Business Insurance Client Manager to oversee renewal and new business activities for assigned client portfolios. You will collaborate with Client Teams, prepare proposals, and present strategic recommendations in client meetings.

The role requires 3–5 years of relevant experience, an associates or bachelor's degree (or equivalent), and professional designations in progress. Strong organization and MS Office skills are essential.

Qualifications

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

Responsibilities

• Intermediate to advanced usage of Agency Management System
• Participates in renewal strategy meetings
• Transmits renewal requests to clients via email or Indio
• Gathers renewal information from client
• Performs exposure analysis
• Sends submissions to market or rates online
• Performs non-admitted carrier due diligence
• Generates/updates fee agreements
• Finalizes proposals and presents to client
• Attends client meetings and supports account team
• Mentors junior staff
• Uses Reference Connect, Playbook, MMA U

Skills

Client management

Project coordination

Communication

Prioritization

Team collaboration

Education

Associates / Bachelor's Degree or Equivalent

Advanced Degree (RMIN, Finance, Accounting)

Advanced Designation in progress

Tools

Reference Connect

Playbook

MMA U

Microsoft Office Suite (Excel)

Outlook

Word

PowerPoint

Job description

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 (NYSE: MRSH).

Applicants must be within driving distance to our Columbus, GA office to be considered for this role and have the ability to commute to the office five days per week.

A day in the life.

As a Business Insurance Client Manager, you will:

• Intermediate to advanced usage of Agency Management System
• May depend on Client Team / Producer for rate/coverage negotiations.
• Organizes responses and presents them to Client Team / Producer for review.
• Proactively involved with Client Team on strategy and client deliverables & meetings client expectations (including proposals, stewardship, meetings, special projects etc.).
• Maintains Client relationships independently or in concurrence with Client Team.
• Prepares or reviews materials for discussion with Client Team / Producer.
• Steps into support account team members on any/all functions as needed.
• Assists other Client Managers during high volume times as needed.
• Executes on the deliverables as communicated by the Client Team.
• Prepares Client presentations to include developing meeting agendas, preparing presentation documents (printing / binding).
• Attend and actively participate in client meetings when requested by the Producer/Client Executive.
• Mentorship of Account Associates and Senior Account Associates, as needed.
• Intermediate understanding of available tools (Reference Connect, Playbook, MMA U).

Provides New Business and Renewal Support based on the following tasks:

• Compiles Broker of Record Letters
• Participates in internal Renewal Strategy Meetings
• Transmits Renewal Request to Client via email or Indio
• Gathers Renewal Information from Client
• Performs 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
• Generates / Updates Fee Agreement
• Finalizes Proposal upon receipt from Vendor 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 basic Contract Review
• Obtain required signatures for supplemental applications, fee agreements, Acords or any applicable documentation

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
• Handles smaller, less complex accounts
• Manages 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
• Exemplifies MMA Core Values: Collaboration, Passion, Innovation, Accountability
• Property Casualty License Required
• Annual CE Requirement

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 celebrated 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: http://marshmma.com/careers or flip through our recruiting brochure: https://bit.ly/3Qpcjmw

Follow us on social media to meet our colleagues and see what makes us tick: https://www.instagram.com/lifeatmma/ https://www.facebook.com/LifeatMMA https://twitter.com/marsh_mma https://www.linkedin.com/company/marsh-mclennan-agency/

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.

#MMASE