Client Account Manager

Marsh McLennan Agency; Scottsdale (AZ); On-site; USD 70,000 - 90,000; Full time

Job summary

Marsh McLennan Agency is seeking a Client Manager to proactively manage the overall workflow for the books of business assigned. You will handle all commercial insurance lines and serve as the main client contact, ensuring timely servicing and renewal activities.

The role requires strong communication, organizational skills, and the ability to coordinate with internal teams and insurance carriers to deliver excellent client service.

Qualifications

• 3+ years in commercial lines insurance.
• Licensed in Arizona Property/Casualty or transferable license.
• Effective written and verbal communication with internal and external parties.

Responsibilities

• Be the primary client contact and manage day-to-day workflow for assigned books of business.
• Coordinate with Sales, Claims, Accounting, and other teams to service accounts.
• Plan and execute renewal/marketing strategies for clients.
• Review applications, endorsements, and policy information in the agency system.
• Attend client meetings as needed and ensure deadlines are met.

Skills

Commercial insurance

Communication (written)

Time management

Multitasking

Relationship building

Independent work

MS Office

Education

Some college or technical training

Tools

Microsoft Office

Job description

The Client Manager position is responsible for proactively managing the overall workflow for the books of business assigned to them. Client Managers handle all lines of commercial insurance for their accounts and serve as the main contact for the clients.

Principal Duties and Responsibilities

• Main point of contact for the client – addresses general questions, provides guidance on appropriate coverage changes and/or contractual requirements, informs/educates client on exclusions and exposures, prepares binders prior to expiration date, and resolves accounting discrepancies
• Maintain contact and collaborate with internal (Sales Executives, Department Heads, Marketing personnel, Claims personnel, Accounting personnel, Loss Control personnel) and external (Clients and Insurance Companies) parties
• Plan, prioritize and complete day-to-day workload taking into account new business, renewal business and day-to-day service responsibilities for the accounts assigned in a timely manner ensuring internal/external deadlines are met
• Determine and coordinate the new/renewal marketing strategy for assigned clients, where applicable
• Review and update applications and general information (attachments, activities, follow-up) into the agency management system for assigned books of business
• Process, delegate and/or oversee audits, cancellation notices, endorsements, certificates and policy checking
• Conduct all business in accordance with established policies and procedures
• May attend client meetings on or off site on occasion
• Other duties as assigned

Knowledge, Skills and Abilities

Required:

• 3+ years in commercial lines insurance
• Licensed in Arizona Property/Casualty (or ability to transfer existing license)
• Ability to effectively communicate, both written and verbally, to internal and external parties
• Excellent time management, organizational and multi-tasking skills with high attention to detail
• Ability to build and maintain effective relationships with clients, carriers and peers
• Ability to work independently and in cross-functional teams
• Proficiency in Microsoft Office Products (Outlook, Word, Excel, Power Point)

Preferred:

• Some college or technical training in related discipline