Business Insurance Sr. Client Manager

Marsh McLennan Agency; Alpharetta (GA); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Medical, dental and vision insurance

401K and company match program

Company-paid life and disability

Generous paid time off

Volunteer paid time off

Job summary

Marsh McLennan Agency in Alpharetta, GA is seeking a Business Insurance Sr. Client Manager to lead client teams on renewal strategy and risk assessment for mid-to-large accounts.

You will negotiate renewals, prepare proposals, and coordinate with producers, loss control, claims, and senior leadership to deliver outstanding client service and growth opportunities across North Georgia.

Qualifications

• 5-7 years of prior experience in business insurance or client management.
• Bachelor's Degree or equivalent work experience required.
• Advanced degree (RMIN, Finance, Accounting) is a plus.
• Advanced designations (CIC, CRM, ARM, CPCU) preferred.
• Manages a book of business under guidance with medium complexity.
• Strong relationship building with client organizations and leadership levels.
• Ability to coordinate with Producer and Client Team.
• Property Casualty license required.
• Annual CE requirement.

Responsibilities

• Lead Client Team on renewal strategy meetings and client deliverables.
• Negotiate renewals and prepare proposals and client presentations.
• Direct client communications at various leadership levels (Office Manager, CFO, CEO).
• Coordinate with Loss Control, Claims and other SMEs as needed.
• Prepare client presentations and meeting agendas; attend and lead portions of client meetings.
• Develop positive client relationships in alignment with Client Team strategy.
• Informs Client Team of significant client or carrier changes.
• Provide New Business and Renewal Support per internal processes and market submissions.
• Provide general service support including endorsements, audits, and contract reviews.

Skills

Client management

Negotiation

Communication

Leadership

Project management

Relationship building

Team collaboration

Education

Bachelor's degree or equivalent

Advanced degree (RMIN, Finance, Accounting)

Property Casualty License

Annual CE Requirement

Tools

Microsoft Excel

Agency Management System

Reference Connect

Playbook

MMA U

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 Sr. 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 Sr. Client Manager, you will:

• Working knowledge of Agency Management System to include navigation and delegation of tasks to team members
• Initial 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 Producer
• Participates in internal and / or external Renewal Strategy Meetings
• Performs Renewal 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
• Negotiates with Markets
• Generates / updates Fee Agreement
• Finalizes Proposal 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 complex Contract Review

Our future colleague.

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

• 5-7 years prior experience
• Bachelor's Degree or Equivalent Work Experience Required
• Advanced Degree (RMIN, Finance, Accounting) experience a plus
• Advanced 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 specialization
• Core 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 delegation
• Strong carrier relationships with field reps, marketing, and underwriting
• Extensive knowledge of products/lines and marketing techniques.
• Ability 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 & resources
• Expert application in Microsoft Office Products (Outlook, Word, and PowerPoint) and advanced proficiency in Excel
• Exemplifies MMA Core Values: Collaboration, Passion, Innovation, Accountability
• Property Casualty Resident’s License Required
• Annual CE Requirement

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.

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:

• 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/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://twitter.com/marsh_mma
• 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.

#MMASE