Business Insurance Client Manager

Marsh McLennan Agency; Pensacola (FL); Hybrid; USD 65,000 - 95,000; Full time

Benefits offered by this job

Health Insurance

Hybrid work

Six week paid parental leave

401k

Stock purchase opportunities

Professional development opportunities

Job summary

Marsh McLennan Agency is seeking a Business Insurance Client Manager to lead a high-profile book of business. You will partner with client teams to strategize, deliver proposals, renewals, and services, and maintain strong client relationships that align with MMA’s standards.

The role emphasizes proactive service, collaboration with producers, and effective use of tools like Indio and Reference Connect to support renewals and submissions.

Qualifications

• 3–5 years of experience in business insurance or related field.
• Active Property & Casualty license required; advanced designations encouraged.

Responsibilities

• Manage a high-profile book of business with strategy and client deliverables.
• Maintain and grow client relationships independently or with the client team.
• Support renewal and new business processes including submissions, renewals, and carrier communications.
• Prepare client meetings, agendas, and presentations and participate in meetings as required.

Skills

Task leadership

Prioritization

Organizational skills

Project management

Microsoft Office

Excel advanced

Education

Property & Casualty license

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

Tools

Indio

Reference Connect

Playbook

MMA U

Job description

Award-winning, inclusive, Top Workplace culture doesn’t happen overnight. It’s a result of hard work by extraordinary people. More than 15,000 of the industry’s brightest talent drive our efforts to deliver purposeful work and meaningful impact every day.
Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With over 300 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: MRSH).
We are looking for a Business Insurance Client Manager to manage a high-profile book of business that is complex and generates substantial revenue that is critical to the company operations.

A day in the life.

• Independently drive your own book or proactively involved with client team on strategy and client deliverables & meeting client expectations (including proposals, stewardship, meetings, special projects etc.).
• Maintain client relationships independently or in concurrence with client team.
• Inform account team of any significant changes relating to the client.
• Prepare or review materials for discussion with client team / Producer.
• May depend on client team / Producer for rate/coverage negotiations. Organize responses and present them to client team / Producer for review.
• Assists other Client Managers during high volume times as needed.
• Execute on the deliverables as communicated by the client team.
• Prepare client presentations to include developing meeting agendas, preparing presentation documents (printing / binding).
• Attend and actively participate in client meetings when requested by the Producer.
• Intermediate understanding of available tools (Reference Connect, Playbook, MMA U).
• Provide new business and renewal support based on the following tasks:
• Compile broker of record letters
• Participate in internal renewal strategy meetings
• Transmit renewal requests to clients via email or Indio
• Gather renewal information from client
• Perform exposure analysis
• Send submissions to market or rates online
• Perform non-admitted carrier due diligence in accordance with state rules
• Perform premium, rate and coverage comparisons
• Generate / update fee agreement
• Finalize proposal upon receipt from vendor and presents to client
• Send bind order to carrier
• Receive binder from carrier and transmits MMA binder to client
• Perform renewal premium allocation
• Provide general service support based on the following tasks:
• Order endorsements / coverage changes to carrier
• Perform audit reviews and address discrepancies
• Provide basic contract review

Our future colleague:

• 3-5 years prior experience
• 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
• Handle smaller, less complex accounts
• Manage 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
• A shared commitment to company values; Integrity, Collaboration, Passion, Innovation, Accountability
• Must have an active Property & Casualty license.

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 celebrates opportunities to pursue the projects and causes that give colleagues fulfilment outside of work.

Some benefits included in this role are:

• Generous time off, including personal and volunteering
• Health Insurance
• 401k
• Professional development opportunities
• Hybrid work
• Six week paid parental leave for the birth or adoption of a child
• 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://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.

#MMABI