Client Manager - Business Insurance

Marsh; Iowa City (IA); Hybrid; USD 53,000 - 98,000; Full time

Benefits offered by this job

Generous time off

Tuition reimbursement and professional

Hybrid work

Charitable contribution match

Stock purchase opportunities

Job summary

Marsh McLennan Agency (MMA) in Iowa City is seeking a Client Manager for our Business Insurance practice. You will manage client accounts, ensure timely service delivery, and coordinate the marketing process, including proposals and binding coverage.

The role emphasizes building strong client relationships, preparing submission materials, and collaborating with Producers to align client needs with carrier solutions.

Qualifications

• 3+ years in customer service or commercial lines insurance, carrier or broker preferred.
• Familiarity with insurance markets, binding authority, and underwriting guidelines.
• Detail oriented with strong organizational and time management skills.
• Excellent interpersonal skills and sense of urgency.
• Proficient in Microsoft Office applications.
• Property/Casualty license or ability to attain.

Responsibilities

• Manage client accounts and ensure timely service delivery.
• Coordinate marketing process, prepare proposals, bind coverage.
• Maintain accurate policy documentation and client files.
• Provide administrative support and assist clients with insurance needs.
• Oversee servicing of a diverse book of business.
• Prepare submission information and renewal packets.
• Build strategic relationships with clients and carriers.
• Assess client risk programs and provide coverage recommendations.
• Advise on risk management during renewals.

Skills

Customer service

Underwriting knowledge

Attention to detail

Time management

Interpersonal skills

Microsoft Office proficiency

Team player

Analytical skills

Education

High school diploma or equivalent

Tools

Sagitta

Epic

Job description

Client Manager – Business Insurance

Our not-so-secret sauce. Award-winning, inclusive, Top Workplace culture doesn’t happen overnight. It’s a result of hard work by extraordinary people. The industry’s brightest talent drive our efforts to deliver purposeful work and meaningful impact every day. 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).

Over a day in the life, 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.

Build and maintain strong, strategic relationships with clients and carriers, enhancing client loyalty and satisfaction.

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.

Work closely with Producers and cross-functional teams to ensure alignment on client activities and strategic initiatives.

We’d love to meet you if your professional track record includes these skills

• 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.
• Good interpersonal skills and a high sense of urgency.
• Proficiency in Microsoft office applications required.
• Must have the ability to work under pressure and multi-task.
• Ability to work well in a team environment, maintain a positive work atmosphere, and develop healthy relationships internally and externally.
• Strong analytical skills with the ability to negotiate quotations, evaluate client needs, and develop innovative business solutions.
• Property/Casualty license or ability to attain is required.

These additional qualifications are a plus, but not required to apply:

• AAI, CIC, CISR, or CRIS designation preferred
• Some college or higher education
• Sagitta & Epic Experience

Valuable benefits

Some benefits included in this role are:

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

Candidates residing in one of the following states will be considered: Missouri, Kansas, Iowa, Nebraska, South Dakota, North Dakota, Minnesota, Wisconsin, Michigan.

To learn more about a career at MMA, check out our website or flip through our recruiting brochure.

Follow us on social media to meet our colleagues and see what makes us tick:

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Who you are is who we are. We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. We are always seeking those with ethics, talent, and ambition who are interested in joining our client-focused teams.

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

#MMAUMW #LI-Remote #MMABI

The applicable base salary range for this role is $52,600 to $98,000. 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.

Applications will be accepted until: December 31, 2026