Client Manager – Commercial Insurance (Hybrid)

Marsh; Bismarck (ND); Hybrid; USD 60,000 - 90,000; Full time

Benefits offered by this job

Hybrid work

Generous time off (personal andvolunte

Tuition reimbursement

Stock purchase opportunities

Job summary

Marsh McLennan Agency (MMA) is seeking a Client Manager to oversee a diverse book of business, coordinate marketing, and bind coverage while ensuring accurate policy documentation. You will serve as the main client contact, gather submission information, and present comprehensive proposals to meet client needs.

The role emphasizes risk management, customer service excellence, and collaboration with teams to drive agency goals.

Qualifications

• High school diploma or equivalent, required.
• 3+ years of experience 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.

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.

Skills

Customer service

Underwriting

Analytical skills

Negotiation

Time management

Education

High school diploma or equivalent

Tools

Microsoft Office

Job description

Marsh McLennan Agency (MMA) is seeking a Client Manager to oversee a diverse book of business, coordinate marketing, and bind coverage while ensuring accurate policy documentation. You will serve as the main client contact, gather submission information, and present comprehensive proposals to meet client needs.

The role emphasizes risk management, customer service excellence, and collaboration with teams to drive agency goals.