Client Executive, Commercial Insurance

Marsh; Saint Paul (MN); Híbrido; USD 65 000 - 95 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Hybrid work

Time off

Tuition reimbursement

Stock purchase

Resumo da oferta

Marsh McLennan Agency (MMA) seeks a Client Manager – Business Insurance in Minnesota to manage a diverse client book and coordinate marketing, proposals, and policy documentation. You will partner with colleagues to deliver timely service and optimize client outcomes.

You will assess client risk programs, advise on coverage enhancements, and support renewal processes while maintaining strong client relationships in a hybrid work environment.

Qualificações

• High school diploma or equivalent.
• 3+ years in customer service or underwriting in commercial lines insurance.
• Familiarity with insurance markets, binding authority, and underwriting guidelines.
• Detail-oriented with strong organizational and time management skills.
• Proficient in Microsoft Office applications.
• Strong analytical skills and ability to negotiate quotations.

Responsabilidades

• Oversee servicing of a diverse book of business with accurate policy handling.
• Coordinate submission information for marketing, including applications and schedules.
• Prepare and present insurance proposals and bind coverage per guidelines.
• Assist with marketing and placement of new and renewal business.
• Serve as primary contact for identified clients and respond to requests.
• Conduct risk assessments and provide recommendations for coverage enhancements.
• Provide risk management advice during renewal reviews.

Conhecimentos

Customer service

Underwriting

Commercial lines insurance

Microsoft Office

Analytical skills

Negotiation

Formação académica

High school diploma

Descrição da oferta de emprego

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.