Business Insurance Sr. Client Manager

ООО «ХАГЕМАЕР ГРУПП»; Huntsville (AL); On-site; USD 90,000 - 120,000; Full time

Benefits offered by this job

Health insurance

401K match

Life and disability insurance

Generous paid time off

EAP

Volunteer paid time off

Career mobility

Networking groups

Tuition reimbursement

Stock purchase opportunities

Job summary

Marsh Agency in Huntsville, AL is seeking an experienced Business Insurance Sr. Client Manager to lead client strategy, negotiate renewals, and manage multi-disciplinary teams. This role requires coordinating with the Client Team and Producer to deliver proposals, stewardship, and executive-level communications.

You will cultivate strong client relationships, guide renewal strategy, and ensure high-level service across complex accounts from the MMA Client Team.

Qualifications

• 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 under guidance with medium complexity.

Responsibilities

• Manage Client Team on strategy, deliverables and client expectations.
• Lead renewal strategy meetings with Producer.
• Prepare client presentations and meeting agendas.
• Negotiate with markets and finalize proposals.
• Coordinate resources (Loss Control, Claims, etc.) for clients.
• Provide general service and contract reviews.

Skills

Client management

Negotiation

Communication

Project management

Leadership

Excel

Education

Bachelor's degree or equivalent

Advanced degree (RMIN, Finance, Accounting)

Advanced designation (CIC, CRM, ARM, CPCU)

Tools

Agency Management System

Loss Forecaster

CAT Modeling

Mod Master

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 Agency (MMA).

Applicants must be within driving distance to our Huntsville, AL 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 escalation 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 & organization 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

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 insurance401K 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

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