Business Insurance Senior Client Manager

MMC; Alpharetta (GA); On-site; USD 95,000 - 130,000; Full time

Benefits offered by this job

Medical, dental and vision insurance

401K with company match

Company-paid life and disability

Generous paid time off programs

Employee assistance program (EAP)

Volunteer paid time off (VTO)

Career mobility

Tuition reimbursement and professional

development opportunities

Charitable contribution match programs

Stock purchase opportunities

Job summary

Marsh McLennan Agency in Alpharetta, GA seeks an experienced Business Insurance Senior Client Manager to lead client teams, oversee renewal strategy, and deliver customized insurance solutions. You will coordinate with producers, loss control, and carriers to meet client expectations and drive growth.

The role emphasizes advanced negotiation, strategic planning, and proactive relationship management with executives from client organizations.

Qualifications

• 5–7 years of prior experience in business insurance client management.
• Bachelor's degree or equivalent work experience required.
• Advanced designations and a property/casualty license are a plus.
• Proven ability to manage complex client relationships and renewals.

Responsibilities

• Lead client teams on renewal strategy and client deliverables.
• Negotiate renewals and prepare proposals and presentations.
• Maintain proactive client relationships and communicate with senior client levels.
• Coordinate with Loss Control, Claims, and other SMEs as needed.
• Mentor junior team members and ensure timely task completion.

Skills

Client relationship management

Negotiation

Strategic renewal planning

Cross-functional collaboration

Education

Bachelor's Degree or equivalent work experience

Advanced Degree (RMIN, Finance, Accounting)

Property Casualty license

Job 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 Senior 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 Alpharetta, GA 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 Senior Client Manager, you will:

• Working knowledge of Agency Management System to include navigation and delegation of tasks to team membersInitial rate negotiations for renewal and competitive quotes.
• Organizes responses and presents to Client Team / Producer for review.
• Understands when to escape complex negotiations to Client Team / Producer for assistance
• Actively directing/managing Client Team on strategy, client deliverables, and meeting client expectations (including proposals, stewardship, meetings, special projects etc.).
• Proactive: In concurrence with Client Team, develops positive working client relationships.
• Capable of communicating with various leadership levels of client organizational structure (i.e. Office Manager, Controller, Safety Director, CEO, CCO, CFO).
• Informs Client Team of any significant changes relating to the client or the carrier.
• In conjunction with Producer, leads Client Team in renewal strategy meetings.
• Takes action on executing or delegating deliverables to Client Team and managing task completion.
• Takes initiative in assisting other Sr. CM's during high volume times as needed.
• Prepares client presentations to include developing meeting agendas.
• Attends, and as directed by Producer, leads portions of the client meeting
• Advanced understanding of available tools (Reference Connect, Playbook, MMA U)Coordinates with the client team and Subject Matter Experts for resources where applicable (Loss Control, Communications, Claims, etc.)Intermediate understanding of advanced tools (Loss Forecaster, CAT Modeling, Mod Master)Provides New Business and Renewal Support based on the following tasks:Participates in New Business Proposal Presentation, at the direction of the ProducerParticipates in internal and / or external Renewal Strategy MeetingsPerforms Renewal Exposure AnalysisSends Submissions to Market or Rates OnlinePerforms Non-Admitted Carrier Due Diligence in accordance with state rulesPerforms Premium, Rate and Coverage ComparisonsNegotiates with MarketsGenerates / updates Fee Agreement Finalizes Proposal and presents to clientSend Bind Order to CarrierReceives Binder from Carrier and transmits MMA Binder to ClientPerforms Renewal Premium AllocationProvides General Service Support based on the following tasks:Orders Endorsements / Coverage Changes to CarrierPerforms Audit Reviews and addresses discrepanciesProvides complex Contract Review

Our future colleague.

We’d love to meet you if your professional track record includes these skills:

• A shared commitment to company values; Integrity, Collaboration, Passion, Innovation, Accountability5-7 years prior experienceBachelor's Degree or Equivalent Work Experience Required Advanced Degree (RMIN, Finance, Accounting) experience a plusAdvanced Designation Preferred (CIC, CRM, ARM, CPCU).
• Manages a book of business at the direction and under guidance of the Client Team or Sales Collaboration with medium complexity and integrated specializationCore Strengths: Advanced proficiency in managing a book of business through annual life cycle to include new business, customer service, renewal strategy, delegating to junior team members.
• Additional Core Strengths: Accommodation, Assertiveness, Critical Thinking, Empathy, Flexibility, Idea Orientation, Sociability, Team leadership in conjunction with Producer and / or Client Executive.
• Advanced application of prioritization & organizational skills.
• Advanced project management including delegationStrong carrier relationships with field reps, marketing, and underwriting.
• Extensive knowledge of products/lines and marketing techniquesAbility to convey how products are utilized and administered to clients and team members.
• Up to date with current trends, regulations, etc.
• Advanced application of tools & resourcesExpert application in Microsoft Office Products (Outlook, Word, and PowerPoint) and advanced proficiency in Excel.
• Property Casualty Resident's License RequiredAnnual CE RequirementExemplifies MMA Core Values: Collaboration, Passion, Innovation, Accountability.

Valuable 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

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/3QpcjmwFollow us on social media to meet our colleagues and see what makes us tick:https://www.instagram.com/lifeatmma/https://www.facebook.com/LifeatMMAhttps://twitter.com/marsh_mmahttps://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.#MMASE