Client Manager - Business Insurance

Marsh; United States; Híbrido; USD 53 000 - 98 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Hybrid work

Tuition reimbursement and professional

Professional development opportunities

Stock purchase opportunities

Generous time off

Resumo da oferta

Marsh McLennan Agency is seeking a Client Manager – Business Insurance to lead client accounts, coordinate marketing, and ensure service quality. You will bind coverage, prepare proposals, and maintain policy documentation while supporting clients with their insurance needs.

A license or ability to obtain one is required. The role emphasizes building strategic client relationships, providing risk advice, and collaborating with Producers to align with agency goals.

Qualificações

• High school diploma or equivalent required.
• 3+ years in customer service, underwriting, or commercial lines for carrier/broker preferred.
• Familiarity with markets, binding authority, and underwriting guidelines preferred.
• Must be detail-oriented with strong organizational and time management skills.
• Proficiency in Microsoft Office applications required.
• Ability to work under pressure and multi-task.

Responsabilidades

• Oversee servicing of a diverse book of business with accurate policy handling.
• Coordinate submission information for marketing; prepare proposals and schedules.
• Prepare and present insurance proposals; bind coverage per guidelines.
• Assist with marketing and placement of new/renewal business; finalise proposals.
• Serve as primary contact for clients; respond promptly to requests.
• Build relationships with clients and carriers to enhance loyalty.
• Assess client risk programs and recommend coverage enhancements.
• Provide risk management advice during renewals.

Conhecimentos

Customer service

Underwriting

Commercial lines insurance

Microsoft Office

Detail oriented

Time management

Interpersonal skills

Analytical skills

Negotiation

Formação académica

High school diploma

Property/Casualty license or ability to attain

AAI, CIC, CISR, or CRIS designation preferred

Some college or higher education

Ferramentas

Microsoft Office

Descrição da oferta de emprego

Company:

Marsh McLennan Agency

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.

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 EOEMinority/Female/Disability/Vet/SexualOrientation/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