Client Manager - Business Insurance

Marsh

Maryville (TN)

Hybrid

USD 55,000 - 85,000

Full time

4 days ago

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Benefits offered by this job

Hybrid work

Tuition reimbursement and professional

Professional development opportunities

Generous time off

Stock purchase opportunities

Job summary

Marsh McLennan Agency (MMA) is seeking a Client Manager to oversee a diverse book of business, coordinate marketing and proposals, and ensure accurate policy documentation. The role emphasizes relationship building with clients and carriers, servicing needs, and driving agency goals.

The ideal candidate has 3+ years in customer service or commercial insurance, a strong sense of urgency, and proficiency with Microsoft Office. A Property/Casualty license or ability to attain is required.

Qualifications

Experience in customer service, underwriting, commercial lines insurance is preferred.
Detail-oriented with strong organizational and time-management skills.
Must be able to build relationships with clients and colleagues and maintain high urgency.

Responsibilities

Manage client accounts and ensure timely service delivery.
Coordinate marketing process, proposals, binding coverage, and policy documentation.
Provide administrative support and assist clients with insurance needs.
Develop strong relationships with clients and carriers to enhance satisfaction.
Gather submission information and prepare comprehensive insurance proposals.

Skills

Analytical skills

Interpersonal skills

Organization/time management

Under pressure/multi-task

Team collaboration

Microsoft Office

Education

High school diploma or equivalent

Some college or higher education

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).

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.

Our future colleague.

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

We know there are excellent candidates who might not check all of these boxes. Don't be shy. If you're close, we'd be very interested in meeting you.

Valuable benefits.

We value and respect the impact our colleagues make every day both inside and outside of work. Our culture promotes colleague well-being through robust benefits programs and resources, professional and personal development opportunities, and fulfillment through meaningful work.

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 .