Client Manager - Business Insurance

Marsh McLennan; Town of King (WI); Hybrid; USD 55.000 - 85.000; Vollzeit

Benefits dieser Stelle

Hybrid work

Generous time off

Tuition reimbursement

Stock purchase opportunities

Zusammenfassung

Marsh McLennan Agency (MMA) is looking for a Client Manager to oversee a diverse book of business, coordinate marketing processes, and ensure timely service delivery. You will prepare proposals, bind coverage, and maintain policy documentation while supporting clients with their insurance needs.

The role emphasizes risk management discussions, cross-team collaboration, and strong client communication to drive agency goals.

Qualifikationen

• 3+ years in customer service or underwriting in commercial lines.
• Familiarity with insurance markets, binding authority, and underwriting guidelines.
• Detail-oriented with strong organizational and time management skills.
• Proficient in Microsoft Office applications.
• Strong analytical skills to negotiate quotations and evaluate client needs.

Aufgaben

• Oversee servicing of a diverse book of business with accuracy and proper handling of policies and requests.
• Direct gathering and preparation of submission information for marketing and ensure alignment with client needs.
• Prepare and present comprehensive insurance proposals and bind coverage per guidelines.
• Assist with marketing and placement of new and renewal business with pre-renewal information packets.
• Serve as primary contact for clients, responding promptly and coordinating documents.
• Assess client risk programs, identify exposures, and provide coverage enhancement recommendations.
• Provide risk management advice during renewal reviews and endorsements.

Kenntnisse

Customer service

Analytical skills

Negotiation

Time management

Ausbildung

High school diploma

Tools

Microsoft Office

Jobbeschreibung

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.

Responsibilities

• 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.

Qualifications

• 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.

Benefits

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

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

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.