Business Insurance Client Manager

Marsh Agency; Pensacola (FL); Hybrid; USD 55,000 - 90,000; Full time

Benefits offered by this job

Generous time off

Tuition reimbursement

Hybrid work

Stock purchase opportunities

Professional development opportunities

Job summary

Marsh Agency in Florida seeks a Business Insurance Client Manager to drive client relations and renewal strategy. You’ll manage a book of business, prepare proposals, and collaborate with Producers to meet client expectations.

You will support renewals, coordinate with markets, and present materials for client meetings. This role emphasizes data-driven insights, proactive service, and teamwork in a hybrid environment.

Qualifications

• Experience in client management and renewal strategy for commercial lines.
• Ability to prepare and present proposals and facilitate client meetings.
• Strong relationship management and coordination with internal teams.
• Active P&C license and advanced degrees are a plus.

Responsibilities

• Independently manage your book or collaborate with client teams on strategy and deliverables.
• Maintain and develop client relationships, inform team of significant changes.
• Prepare presentations and materials for client discussions and meetings.
• Support rate/coverage negotiations and organize responses for review.
• Provide renewal support, submissions, and market interactions as needed.
• Execute deliverables and manage client communications with producers.
• Assist during high-volume periods and contribute to client meetings.

Skills

Client management

Renewal strategy

Proposal preparation

Relationship building

Project coordination

Education

Active Property & Casualty license

Advanced degree (RMIN, Finance, Accounting)

Tools

MS Office / Excel

Job description

Award-winning, inclusive, Top Workplace culture doesn’t happen overnight. It’s a result of hard work by extraordinary people. 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 make your mark as a Business Insurance Client Manager at Marsh Agency.

Marsh Agency helps people and organizations manage risk and prepare for the future through insurance, benefits, retirement, and wealth management strategies. We believe in hands‑on proactive service, data‑driven insights, and understanding how global events can impact local decisions. As a trusted partner, we show our clients what’s possible and guide them during every step of their journey.

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.

Some Benefits Included In This Role Are

• Generous time off, including personal and volunteering.
• Tuition reimbursement and professional development opportunities.
• Hybrid work.
• Charitable contribution match programs.
• Stock purchase opportunities.

To learn more about a career at Marsh Agency, check us out on our website at http://marshmma.com/careers or flip through our recruiting brochure at https://www.flipsnack.com/BB9CD8DD75E/your-future-is-limitless.

Follow us on social media to meet our colleagues and see what makes us tick:

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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 is committed to providing an inclusive work environment. We aim to attract and retain the best, most qualified people and value colleagues of all backgrounds, without regard to age, background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, veteran status (including protected veterans), or any other characteristic protected by applicable law.

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

If you require an accommodation during the application or interview process, please let us know by contacting [e-mail].

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