Business Insurance Client Manager

International Association of Insurance Professionals (IAIP); Columbus, Northern (GA, KY); Hybrid; USD 70,000 - 110,000; Full time

Benefits offered by this job

Medical insurance

401K and company match

Company-paid life and disability

Generous paid time off

EAP

Volunteer paid time off

Job summary

Marsh McLennan Agency in Columbus, GA is seeking a Business Insurance Client Manager. This role focuses on managing client relationships, supporting renewal strategy, and delivering client-centric service within a collaborative Client Team environment.

The position requires 3–5 years of insurance client management experience, a degree or equivalent work history, and a Property Casualty License with CE compliance. Driving distance to the Columbus office is essential for this role.

Qualifications

• 3–5 years of prior experience in insurance or client management.
• Associates or Bachelor's degree or equivalent work experience.
• Property Casualty License required; Annual CE requirement.

Responsibilities

• Manage client relationships and coordinate with Client Team on strategy.
• Prepare client presentations and meeting agendas.
• Support renewal strategy, proposals, and submissions to markets.
• Handle endorsements, policy changes, and carrier communications.

Skills

Client management

Project management

MS Office

Negotiation

Communication

Education

Associates/Bachelor’s degree

Advanced degree in Finance/Accounting

Advanced designations (AAI/CISR/CIC/CRM/ARM/CPCU) in progress

Property Casualty License

Tools

Reference Connect

Playbook

MMA U

Indio

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 & meeting 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 in to 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

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 CollaborationAdvanced 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

We 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 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