Client Manager - Commercial Insurance

Marsh McLennan Agency; San Diego (CA); On-site; USD 60,000 - 128,000; Full time

Job summary

An established industry player is seeking a Client Manager to provide advanced technical servicing for a diverse book of business. This role involves analyzing coverages, preparing renewal specifications, and maintaining strong relationships with clients. The ideal candidate will have a Bachelor's degree and significant experience in client service within the insurance sector. Join a dynamic team that values professional development and offers competitive salaries and comprehensive benefits. If you are passionate about delivering exceptional client service and thrive in a collaborative environment, this is the opportunity for you.

Benefits

Health and Welfare Benefits

Tuition Assistance

401K

Employee Assistance Program

Domestic Partnership Benefits

Career Mobility

Employee Network Groups

Volunteer Opportunities

Qualifications

• 3+ years of experience in client management with increasing responsibility.
• Advanced insurance designations preferred.

Responsibilities

• Analyze coverages and claims data for new and renewal business.
• Prepare renewal specifications and manage marketing of renewal business.

Skills

Client Service

Insurance Terminology

Analytical Skills

Problem Solving

Communication Skills

Education

Bachelor’s Degree

California Fire & Casualty Solicitors License

Tools

MS Office (Word, Excel, Outlook)

Intellicomp

Job description

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The Client Manager will provide advanced technical servicing of their assigned book of business (new and existing clients) as well as working in conjunction with Producers and other team members. In addition, the Client Manager may occasionally perform in the capacity of a Client Executive Service for specifically assigned accounts preparing for and providing renewal and new business presentations.

ESSENTIAL DUTIES & RESPONSIBILITIES

• Continue to perform all duties of a Client Manager at an above average level analyzing coverages and claims data for new and renewal business.
• Proactively prepare renewal specifications and rough draft proposals.
• Manage the marketing of renewal business as directed by Producers.
• Occasionally, prepare experience modification projections using Intellicomp or other available software.
• Review accuracy of experience modification calculations published by state rating agencies/bureaus.
• Timely review policy checking notes from policy checkers and make corrections to the policy as necessary.
• Review issues with Unit Manager and/or Producers as necessary. As needed, check policies on your own as needed if time allows or a rush situation.
• Manage the timely delivery of the policies to the client either via email, in person or via online portal.
• Review loss run and claim status reports.
• Occasionally, prepare Loss Summaries and Large Loss Reports.
• Periodic visits to clients with Producers, including active participation in new business and renewal preparation and presentation.
• Assist with collections of Accounts Receivables.
• Process and review carrier audits.
• Participate in internal E&O Audits.
• Establish and consistently maintain effective and positive working relationships with Associates and clients.

EDUCATION AND/OR EXPERIENCE

• Bachelor’s degree or a minimum of 3 years industry experience showing increasing responsibility directly related to the performance of the above duties including 2-3 years of daily World Class Client service.
• Maintain a valid unrestricted California Fire & Casualty Solicitors license.
• Advanced insurance designations applicable to the above duties strongly preferred as well as a willingness to pursue continuing education and professional development.
• Excellent understanding of insurance terminology, the functions of an insurance brokerage agency and the various lines of commercial insurance.
• Proficiency with MS Office Software (Word, Excel, Outlook).
• Prioritize tasks, set and achieve goals, think logically in solving problems and present results neatly, with clarity and precision in both oral and written form.

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 embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. Marsh & McLennan Agency offers competitive salaries and comprehensive benefits and programs including health and welfare, tuition assistance, 401K, employee assistance program, domestic partnership benefits, career mobility, employee network groups, volunteer opportunities, and other programs. For more information about our company, please visit us at: http://marshmma.com/careers.

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Administrative and Consulting

• Industries

  Insurance

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