Business Insurance Client Manager

Marsh McLennan; Lexington (VA); On-site; USD 65,000 - 85,000; Full time

Job summary

Marsh McLennan Agency (MMA) is seeking a capable Business Insurance Client Manager to oversee client relationships, renewals, and submissions from our Lexington office. You will collaborate with Client Team and Producers to prepare proposals, strategize renewals, and deliver exemplary service to a portfolio of accounts.

Ideal candidates bring 3–5 years of relevant experience, a degree or equivalent work experience, and professional designations in progress.

Qualifications

• 3–5 years of prior experience in business insurance client management.
• Associates or Bachelor’s degree or equivalent work experience required.
• Advanced Degree in RMIN, Finance, or Accounting is a plus.
• Advanced Designation (AAI, CISR, CIC, CRM, ARM, CPCU) in progress.
• Strong ability to prioritize, organize daily tasks and manage accounts.
• Experience growing a book of business with renewal strategy.

Responsibilities

• Maintain client relationships independently or with Client Team.
• Prepare materials for client discussions and proposals.
• Support account team during high-volume periods as needed.
• Develop meeting agendas and client presentations.
• Attend client meetings when requested by Producer/Client Executive.
• MEntor Account Associates as needed.
• Provide renewal and new business support per internal processes.
• Coordinate endorsements, coverage changes, and carrier communications.

Skills

Client management

Project management

Prioritization & organization

Team leadership

Client meetings & presentations

Account management

Education

Associates / Bachelor’s Degree or Equivalent Work Experience

Advanced Degree in RMIN, Finance, or Accounting (in progress)

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

Tools

Agency Management System

Reference Connect

Playbook

MMA U

Job description

Company:

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 an 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.

A day in the life.

As an 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

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 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