Client Manager - Business Insurance

Marsh; Saint Paul (MN); Hybrid; USD 53,000 - 98,000; Full time

Benefits offered by this job

Generous time off

Tuition reimbursement

Hybrid work

Charitable match programs

Stock purchase opportunities

Job summary

Marsh McLennan Agency (MMA) is seeking a Client Manager – Business Insurance to oversee a diverse commercial book and deliver exceptional service in Minnesota. You will coordinate marketing, prepare proposals, bind coverage, and maintain policy documentation while supporting clients and teammates.

Ideal candidates have 3+ years in customer service or underwriting, a P&C license or ability to obtain one, and strong MS Office and risk assessment skills.

Qualifications

• 3+ years of experience in customer service or underwriting.
• Experience in commercial lines insurance for a carrier or broker preferred.
• Detail-oriented with strong organizational skills.
• Proficiency in Microsoft Office applications.
• Ability to work under pressure and multi-task.
• Strong interpersonal skills and teamwork.
• Property/Casualty license or ability to attain.

Responsibilities

• Manage client accounts and ensure timely service delivery.
• Coordinate the marketing process and prepare proposals.
• Bind coverage and maintain accurate policy documentation.
• Provide administrative support and assist clients.
• Develop strong relationships with clients and carriers.
• Assess clients' risk programs and advise on coverage.
• Review renewals and provide risk management guidance.
• Collaborate with Producers and cross-functional teams.

Skills

Customer service

Underwriting knowledge

MS Office

Analytical skills

Team player

Time management

Communication

P&C license

Negotiation

Detail oriented

Education

High school diploma

Some college

AAI designation

CIC designation

CISR designation

CRIS designation

Tools

Microsoft Office

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