Client Manager, Business Insurance | Hybrid & Growth

Marsh McLennan; Wisconsin; Hybrid; USD 60.000 - 85.000; Vollzeit

Benefits dieser Stelle

Hybrid work

Tuition reimbursement and professional

Generous time off

Stock purchase program

Health and welfare benefits

Zusammenfassung

Marsh McLennan Agency (MMA) seeks a Client Manager to oversee a diverse book of business in business insurance. You will coordinate marketing, prepare proposals, bind coverage, and maintain policy documentation while delivering exceptional service to clients.

Based in Wisconsin with hybrid work, you will lead client interactions, assess risk programs, advise on coverage enhancements, and collaborate with colleagues to achieve agency goals.

Qualifikationen

• High school diploma or equivalent.
• 3+ years in customer service/underwriting/commercial lines.
• Experience with insurance markets, binding authority, and underwriting guidelines preferred.

Aufgaben

• Manage client accounts and ensure timely service delivery.
• Coordinate the marketing process, prepare proposals, bind coverage, and maintain policy documentation.
• Provide administrative support and assist clients with their insurance needs, collaborating with team members to meet agency goals.
• Oversee servicing of a diverse book of business and ensure accurate handling of policies and requests.
• Gather and prepare submission information for marketing, including applications and schedules, aligned with client needs.
• Prepare and present comprehensive insurance proposals and ensure accuracy in policy documentation.

Kenntnisse

Analytical skills

Negotiation

Client needs assessment

Innovative problem solving

Time management

Strong communication

Ausbildung

High school diploma or equivalent

Tools

Microsoft Office

Sagitta

Epic

Jobbeschreibung

Marsh McLennan Agency (MMA) seeks a Client Manager to oversee a diverse book of business in business insurance. You will coordinate marketing, prepare proposals, bind coverage, and maintain policy documentation while delivering exceptional service to clients.

Based in Wisconsin with hybrid work, you will lead client interactions, assess risk programs, advise on coverage enhancements, and collaborate with colleagues to achieve agency goals.