Business Insurance Client Manager

MMC; Lexington (KY); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Medical Insurance

401K with company match

Life and disability insurance

Generous paid time off

Employee EAP

Volunteer time off

Tuition reimbursement

Stock purchase plan

Career mobility

Networking groups

Job summary

Marsh McLennan Agency (MMA) Lexington seeks a Business Insurance Client Manager to support client relationships, renewals, and strategy alongside Client Team and Producer. The role emphasizes proactive service, materials preparation, and cross-team collaboration.

Ideal candidates bring 3–5 years of experience, relevant licenses or designations in progress, and strong organization and Excel skills to manage a diverse book of business and client deliverables.

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 and ability to prioritize daily tasks and general account management.
• Developing proficiency in managing a book of business through annual life cycle.

Responsibilities

• Maintain Client relationships independently or with Client Team.
• Prepare or review materials for Client Team / Producer meetings.
• Provide New Business and Renewal Support including renewals, submissions, and data gathering.
• Attend and participate in client meetings when requested by Producer/Client Executive.
• Mentor Account Associates as needed.
• Support on-going strategies for renewal and proposals.
• Assist other Client Managers during high volume times as needed.

Skills

Client management

Proposal development

Project coordination

Prioritization & organization

Microsoft Office

Education

Associates / Bachelor's Degree or Equivalent Work Experience

Advanced Degree (RMIN, Finance, Accounting)

Advanced Designation in progress (AAI, CISR, CIC, CRM, ARM, CPCU)

Tools

Agency Management System

Indio

Reference Connect

Playbook

MMA U

Job description

Business Insurance Client Manager

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 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.

Responsibilities

• 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

Requirements

• 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

Benefits

• 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

Company Culture

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.

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.

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.

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

Marsh McLennan and its affiliates are EOE Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers.