Business Insurance Client Manager

Marsh McLennan Agency; Lexington (KY); Hybrid; USD 50,000 - 80,000; Full time

Job summary

An established industry player seeks a motivated Business Insurance Client Manager to join their dynamic team. In this role, you will independently manage client relationships, drive strategic initiatives, and ensure client satisfaction through effective communication and negotiation. The company offers a supportive and inclusive work environment, emphasizing professional development and personal fulfillment. With a commitment to diversity, they encourage applications from candidates with varied backgrounds. This is an exciting opportunity to make a meaningful impact in the insurance sector while advancing your career.

Benefits

Medical, dental, and vision insurance

401K with company match

Life and disability insurance

Paid time off and volunteer days

Tuition reimbursement

Career mobility and professional development

Qualifications

• 3-5 years of experience in business insurance management.
• Ability to develop a book of business and manage renewals.
• Proficiency in Microsoft Office, especially Excel.

Responsibilities

• Drive client relationships and manage deliverables independently.
• Prepare client presentations and attend meetings as requested.
• Support account team and assist during high volume periods.

Skills

Organizational Skills

Task Management

Client Relationship Management

Negotiation Skills

Microsoft Excel

Property & Casualty License

Education

Associates Degree

Bachelor’s Degree

Advanced Degree (RMIN, Finance, Accounting)

Tools

Microsoft Office

Reference Connect

Playbook

MMA U

Job description

Join to apply for the Business Insurance Client Manager role at Marsh McLennan Agency

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 McLennan (NYSE: MMC).

Applicants must be within driving distance to our Lexington, KY 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 Client Manager, you will:

1. Independently drive your own book or proactively involve with client team on strategy and client deliverables & meeting client expectations (including proposals, stewardship, meetings, special projects, etc.).
2. Maintain client relationships independently or in concurrence with client team.
3. Inform account team of any significant changes relating to the client.
4. Prepare or review materials for discussion with client team / Producer.
5. Negotiate rates/coverage, organize responses, and present them to the client team / Producer for review.
6. Support account team members on any/all functions as needed.
7. Assist other Client Managers during high volume times as needed.
8. Execute on the deliverables as communicated by the client team.
9. Prepare client presentations, including developing agendas and preparing documents.
10. Attend and participate in client meetings as requested.
11. Use tools such as Reference Connect, Playbook, MMA U effectively.
12. Support new business and renewal processes, including gathering renewal info, performing exposure analysis, and transmitting requests.
13. Provide general service support, including processing endorsements, performing audit reviews, and basic contract review.

Our future colleague.

We’d love to meet you if your professional experience includes:

• 3-5 years prior experience
• Associates / Bachelor’s Degree or Equivalent Work Experience
• Advanced Degree (RMIN, Finance, Accounting) a plus
• Designations (e.g., AAI, CISR, CIC, CRM, ARM, CPCU) in progress
• Strong organizational and task management skills
• Ability to develop a book of business, handle smaller accounts, and manage renewal strategies
• Proficiency in managing tools and resources, including Microsoft Office, especially Excel
• Property & Casualty license or willingness to obtain within 90 days

We encourage candidates who are close to meeting these qualifications to apply. We value diverse backgrounds and perspectives.

Valuable Benefits.

We support our colleagues’ well-being with comprehensive benefits, professional development, and opportunities for personal fulfillment, including:

• Medical, dental, and vision insurance
• 401K with company match
• Life and disability insurance
• Paid time off and volunteer days
• Career mobility and professional development
• Tuition reimbursement and more

Learn more about careers at MMA: marshmma.com/careers and view our brochure: https://bit.ly/3Qpcjmw

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Who You Are Is Who We Are.

We embrace diversity and are committed to creating an inclusive environment. We seek ethical, talented, and ambitious individuals to join our client-focused teams.

Marsh McLennan and its affiliates are EOE employers. #MMASE