Client Manager - Commercial Lines

Marsh; Scottsdale (AZ); On-site; USD 60,000 - 90,000; Full time

Job summary

Marsh McLennan Agency in Scottsdale, AZ seeks a Client Manager to oversee workflows for books of business and serve as the main contact for clients on all lines of commercial insurance.

You will coordinate with internal teams and clients, manage schedules and renewals, and guide coverage changes while ensuring deadlines are met. Licensing in Arizona is required or transferable, with strong communication and relationship skills essential.

Qualifications

• 3+ years in commercial lines insurance.
• Licensed in Arizona Property/Casualty or ability to transfer existing license.
• Strong written and verbal communication skills.
• Excellent time management, organizational and multi-tasking skills with high attention to detail.
• Ability to build and maintain effective relationships with clients, carriers and peers.

Responsibilities

• Main point of contact for the client – addresses general questions, provides guidance on appropriate coverage changes and/or contractual requirements, informs/educates client on exclusions and exposures, prepares binders prior to expiration date, and resolves accounting discrepancies
• Maintain contact and collaborate with internal (Sales Executives, Department Heads, Marketing personnel, Claims personnel, Accounting personnel, Loss Control personnel) and external (Clients and Insurance Companies) parties
• Plan, prioritize and complete day-to-day workload taking into account new business, renewal business and day-to-day service responsibilities for the accounts assigned in a timely manner ensuring internal/external deadlines are met
• Determine and coordinate the new/renewal marketing strategy for assigned clients, where applicable
• Review and update applications and general information (attachments, activities, follow-up) into the agency management system for assigned books of business
• Process, delegate and/or oversee audits, cancellation notices, endorsements, certificates and policy checking
• Conduct all business in accordance with established policies and procedures
• May attend client meetings on or off site on occasion
• Other duties as assigned

Skills

Client management

Communication

Time management

Team collaboration

Relationship building

Education

Some college or technical training

CIC designation

CPCU designation

CRM designation

CISR designation

Tools

Microsoft Office Suite

Job description

Company:

Marsh McLennan Agency

Description:

Position Overview
The Client Manager position is responsible for proactively managing the overall workflow for the books of business assigned to them. Client Managers handle all lines of commercial insurance for their accounts and serve as the main contact for the clients.

Principal Duties and Responsibilities

• Main point of contact for the client – addresses general questions, provides guidance on appropriate coverage changes and/or contractual requirements, informs/educates client on exclusions and exposures, prepares binders prior to expiration date, and resolves accounting discrepancies

• Maintain contact and collaborate with internal (Sales Executives, Department Heads, Marketing personnel, Claims personnel, Accounting personnel, Loss Control personnel) and external (Clients and Insurance Companies) parties

• Plan, prioritize and complete day-to-day workload taking into account new business, renewal business and day-to-day service responsibilities for the accounts assigned in a timely manner ensuring internal/external deadlines are met

• Determine and coordinate the new/renewal marketing strategy for assigned clients, where applicable

• Review and update applications and general information (attachments, activities, follow-up) into the agency management system for assigned books of business

• Process, delegate and/or oversee audits, cancellation notices, endorsements, certificates and policy checking

• Conduct all business in accordance with established policies and procedures

• May attend client meetings on or off site on occasion

• Other duties as assigned

Knowledge, Skills and Abilities
Required:

• 3+ years in commercial lines insurance

• Licensed in Arizona Property/Casualty (or ability to transfer existing license)

• Ability to effectively communicate, both written and verbally, to internal and external parties

• Excellent time management, organizational and multi-tasking skills with high attention to detail

• Ability to build and maintain effective relationships with clients, carriers and peers

• Ability to work independently and in cross-functional teams

• Proficiency in Microsoft Office Products (Outlook, Word, Excel, Power Point)

Preferred:

• Some college or technical training in related discipline

• CIC, CPCU, CRM, CISR designations

• Previous Sagitta and ImageRight experience

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