Client Manager - Commercial Insurance

Marsh McLennan Agency; Oregon (WI); On-site; USD 60,000 - 128,000; Full time

Benefits offered by this job

Generous time off

Tuition reimbursement

Charitable contribution match programs

Stock purchase opportunities

Job summary

Marsh McLennan Agency seeks an experienced professional for insurance account management in the United States with a focus on Property and Casualty Insurance. Responsibilities include servicing and renewing insurance accounts, conducting coverage analysis, and communicating with clients and underwriters. Candidates should possess a minimum of 5-8 years of relevant experience, strong communication skills, and proficiency in Microsoft Office. The role offers generous time off, tuition reimbursement, and a competitive salary range of $60,000 to $128,000 depending on qualifications.

Qualifications

• Minimum 5-8 years’ experience in an agency or brokerage environment.
• Ability to obtain and maintain a valid Alaska Business Insurance License.
• Willingness to pursue continuing education and professional development.

Responsibilities

• Coordinate coverage, program design, and evaluation of accounts.
• Servicing and marketing new and renewal business insurance accounts.
• Create and present customized renewal strategy to clients.

Skills

Property and Casualty Insurance knowledge

Microsoft Office proficiency

Effective oral and written communication

Problem-solving skills

Time management

Attention to detail

Education

High School Diploma

Associate or Bachelor’s degree

CIC, CPCU, AU or CRIS Designation

Job description

ESSENTIAL DUTIES AND RESPONSIBILITIES:

• Exposure Analysis, coordination of coverage, program design and evaluation of existing accounts
• Servicing, renewing, and marketing new and renewal business insurance accounts
• Analyze and prepare exposure comparisons, premium comparisons, and renewal proposals
• Direct communication with clients, underwriters, brokers, and others
• Support producers in obtaining underwriting information and rating of new business
• Contribute to client retention through high quality and timely service
• Detailed and comprehensive submissions
• Coverage comparison and analysis
• Negotiation of terms and conditions
• Create and present to client customized renewal strategy and marketing plans
• Cross selling and rounding of accounts
• Assist to resolve premium audits in dispute

EDUCATION AND/OR EXPERIENCE:

• A minimum of 5-8 years’ experience in an agency or brokerage environment and demonstrated knowledge of Property and Casualty Insurance.
• High School Diploma required. Associate or bachelor’s degree preferred.
• Obtain and maintain a valid Alaska Business Insurance License.
• Obtain a Surplus Lines License in the first 2 years.
• Achieve a CIC, CPCU, AU or CRIS Designation as well as have willingness to pursue continuing education in the form of insurance designations and professional development training.
• Must be proficient in Microsoft Office software (Word, Excel, and Outlook)
• Must maintain a high attention to detail when working at a varying pace and managing multiple tasks with adjusting priorities.
• Effective oral and written communication and relationship building skills.
• Exceptional time management and organizational skills.
• Must be a self-started, demonstrate resourcefulness, and have good problem-solving skills.

VALUABLE BENEFITS:

We value and respect the impact our colleagues make every day both inside and outside our organization. We’ve built a culture that promotes colleague well-being through robust benefit programs and resources, encourages professional and personal development, and celebrates opportunities to pursue the projects and causes that give colleagues fulfilment outside of work.

Some benefits included in this role are:

• Generous time off, including personal and volunteering.
• Tuition reimbursement and professional development opportunities
• Charitable contribution match programs
• Stock purchase opportunities

The applicable base salary range for this role is $60,000 to $128,000. The base pay offered will be determined on factors such as experience, skills, training, location, certifications, and education. 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.