Client Executive, Commercial Insurance

Marsh; Wisconsin; Hybrid; USD 65,000 - 90,000; Full time

Benefits offered by this job

Generous time off

Tuition reimbursement

Hybrid work

Stock purchase opportunities

Job summary

Marsh (MMA) is seeking a Client Manager – Business Insurance to manage client accounts, coordinate marketing, and bind coverage while maintaining accurate policy documentation. This role supports administrative tasks and collaborates with the team to drive agency goals.

The ideal candidate will have strong attention to detail, excellent organizational skills, and experience in commercial lines insurance, with proficiency in Microsoft Office.

Qualifications

• High school diploma or equivalent is required.
• 3+ years in customer service, underwriting, commercial lines insurance preferred.
• Familiarity with insurance markets, binding authority, and underwriting guidelines is preferred.

Responsibilities

• Oversee servicing of a diverse book of business, ensuring accuracy and proper handling of policies and requests.
• Coordinate gathering and preparation of submission information for marketing, including applications and schedules.
• Prepare and present insurance proposals and bind coverage per agency guidelines with accurate policy documentation.
• Assist with marketing and placement of new and renewal business, including pre-renewal info packets and loss runs.
• Serve as primary contact for identified clients, responding promptly and preparing necessary documents.
• Assess clients' risk programs, identify exposures, and provide strategic coverage recommendations.

Skills

Customer service

Underwriting

Commercial lines

Microsoft Office

Analytical skills

Education

High school diploma or equivalent

Tools

Microsoft Office

Job description

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).

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.

• 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.

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.

Sagitta & Epic Experience

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

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

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

The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. In addition to the base salary, this position may be eligible for performance-based incentives.We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs.