Client Executive, Commercial Insurance

Marsh; Madison (WI); Híbrido; USD 55.000 - 75.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Generous time off

Tuition reimbursement

Hybrid work

Stock purchase opportunities

Descripción de la vacante

Marsh McLennan Agency (MMA) seeks a Client Manager to oversee a diverse book of business, ensure timely service delivery, and strengthen client relationships in business insurance. You will coordinate marketing, gather submission information, prepare proposals, bind coverage, and maintain policy documentation, while collaborating with teammates to drive agency goals.

Ideal candidates have 3+ years in customer service or commercial lines, strong organizational and analytical skills, and

Formación

• 3+ years in customer service or commercial lines insurance (carrier or broker preferred)
• Detail oriented with strong organizational and time-management skills
• Familiarity with insurance markets, binding authority and underwriting guidelines preferred
• Proficient in Microsoft Office applications
• Strong analytical skills with ability to negotiate quotations and assess client needs

Responsabilidades

• Oversee servicing of a diverse book of business, ensuring accuracy and timely responses
• Coordinate gathering and preparation of submission information for marketing
• Prepare and present comprehensive insurance proposals and bind coverage
• Assist with marketing and placement of new and renewal business
• Serve as primary contact for identified clients and respond promptly to requests
• Conduct risk program assessments and provide strategic coverage recommendations
• Provide risk management guidance during renewals and endorsements

Conocimientos

Client management

Account servicing

Analytical skills

Educación

High school diploma

Herramientas

MS Office

Descripción del empleo

Client Manager – Business Insurance

Award-winning, inclusive, Top Workplace culture doesn't happen overnight. Learn more about what makes us different and how you can make your mark as a Client Manager at MMA.

Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With 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 McLennan (NYSE: MMC).

Role Overview

The Client Manager is responsible for managing client accounts, ensuring timely service delivery, and enhancing customer satisfaction. This role involves coordinating the marketing process, preparing proposals, binding coverage, and maintaining accurate policy documentation. The Client Manager will also provide administrative support, assist clients with their insurance needs, and collaborate with team members to drive agency goals.

Responsibilities

• Oversee the servicing of a diverse book of business, ensuring accuracy, proper handling, and appropriate distribution of policies, endorsements, and other requests from clients and colleagues.
• Direct the gathering and preparation of submission information for the marketing process, including applications and schedules, and ensure alignment with client needs and agency capabilities.
• Prepare and present comprehensive insurance proposals, binding coverage in accordance with agency guidelines, and ensuring accuracy in policy documentation.
• Assist with the marketing and placement of new and renewal business, including preparing pre-renewal information packets, obtaining loss runs, and finalizing proposal summaries.
• Serve as the primary point of contact for identified clients, responding promptly to requests and overseeing the preparation of necessary documents.
• Conduct thorough assessments of clients' business risk programs, identifying exposures and providing strategic recommendations for coverage enhancements.
• Emphasize risk management when reviewing renewal policies and endorsements, providing risk management advice directly to policyholders.

Qualifications

• High school diploma or equivalent, required.
• 3+ years of experience working in customer service, underwriting, commercial lines insurance for a carrier or broker preferred.
• Familiarity with insurance company markets, binding authority, and underwriting guidelines preferred.
• Must be detailed with excellent organizational and time management skills.
• Proficiency in Microsoft office applications required.
• Strong analytical skills with the ability to negotiate quotations, evaluate client needs, and develop innovative business solutions.

Our culture promotes colleague well-being through robust benefits programs and resources, professional and personal development opportunities, and fulfillment through meaningful work.

Benefits

• Generous time off, including personal and volunteering
• Tuition reimbursement and professional development opportunities
• Hybrid work
• Stock purchase opportunities

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