Client Manager

Orange County Comptroller; California; On-site; USD 60,000 - 128,000; Full time

Job summary

A leading insurance agency seeks a Client Manager responsible for servicing clients, preparing proposals, and ensuring policy accuracy. The ideal candidate will hold a Bachelor's degree and possess strong client service skills, with duties involving detailed analysis of coverage and claims.

Benefits

Health and welfare benefits

Tuition assistance

401K savings

Employee assistance program

Qualifications

• 2-3 years of daily World Class Client service.
• Willingness to pursue continuing education.
• Significantly exceed expectations if currently employed.

Responsibilities

• Analyze coverage and claims for new and renewal business.
• Prepare renewal specifications and proposals.
• Manage marketing of renewal business.

Skills

Client service

Problem solving

Communication

Education

Bachelor's degree

California Fire & Casualty Solicitors license

Tools

MS Office

Job description

CLIENT MANAGER

SUMMARY

The Client Manager will provide advanced technical servicing of their assigned book of business (new and existing clients) as well as working in conjunction w ith Producers and other team m e mbers. In addition, the Client Manager ma y occasionall y perform in the capacit y of a Client Executive Service for specificall y assigned accounts preparing for and providing rene w al and ne w business presentations.

ESSENTIAL DUTIES & RESPONSIBILITIES

• Continue to perform all duties of a Client Manager at an above average level analyzing coverages and claims data for ne w and rene w al business.
• Proactivel y prepare rene w al specifications and rough draft proposals.
• Manage the marketing of rene w al business as directed b y Producers.
• Occasionally, prepare experience modification projections using Intellicomp or other available soft w are.
• Revie w accurac y of experience modification calculations published b y state rating agencies/bureaus.
• T i mel y review polic y checking notes fr o m polic y checkers and make corrections to the polic y as necessar y .
• Review issues with Unit Manager and/or Producers as necessar y . As needed, check policies on y our o w n as needed if time allo w s or a rush situation.
• Manage the timel y deliver y of the policies to the client either via email, in person or via online portal.
• Review loss run and claim status reports.
• Occasionally, prepare Loss Summaries and Large Loss Reports.
• Periodic visits to clients with Producers, including active participation in ne w business and rene w al preparation and presentation.
• Assist w ith collections of Accounts Receivables.
• Process and review carrier audits.
• Participate in internal E&O Audits.
• Establish and consistentl y maintain effective and positive w orking relationships with Associates and clients.

EDUCATION AND/OR EXPERIENCE

• Bachelor's degree plus 2-3 y ears of dail y World Class Client service is required; or a minim u m o f 3 y ears industr y experience sho w ing increasing responsibilit y directl y related to the performance of the above duties including 2-3 y ears of dail y World Class Client service.
• Maintain a valid unrestricted California Fire & Casualty Solicitors license.
• Advanced insurance designations applicable to the above duties strongl y preferred as w ell as a

willingness to pursue continuing education and professional development.

• Significantl y exceed expectations in existing position if currentl y employed at Marsh & McLennan Agenc y .
• Excellent understanding of insurance terminolog y , the functions of an insurance brokerage agenc y and the various lines of commercial insurance.
• Proficienc y w ith MS Office Software ( Word, Excel, Outlook).
• Prioritize tasks, set and achieve goals, think logicall y in solving problems and present results neatl y , with clarit y and precision in both oral and w ritten form.

WORK ENVIRONMENT & PHYSICAL DEMANDS

• Abilit y to use computer ke y board and sit in a stationar y position for extended periods as w ell as the use of office equipment such as fax and cop y machines, and telephones.
• W o rk is performed in a t y pical interior/office w ork environment.
• Occasional travel to client sites ma y be required.
• Individual shall not pose a direct threat to the health or safet y of other individuals in the w orkplace.

The applicable base salary range for this role is $60,000 to $128,000. The base pay offered will be determined on factors such as experience, skills, training, location, certifications, and education. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives. We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. Marsh & McLennan Agency offers competitive salaries and comprehensive benefits and programs including health and welfare, tuition assistance, 401K, employee assistance program, domestic partnership benefits, career mobility, employee network groups, volunteer opportunities, and other programs. For more information about our company, please visit us at: http://marshmma.com/careers.

#MMABI

#LI-DNI

The applicable base salary range for this role is $63,100 to $117,500.

The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. Decisions will be determined on a case-by-case basis. 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.