Client Manager – Commercial Lines | Scottsdale, AZ, USA

Marsh; Scottsdale (AZ); Presencial; USD 65.000 - 90.000; Jornada completa

Descripción de la vacante

Marsh McLennan Agency in Scottsdale seeks a Client Manager for Commercial Lines to proactively manage workflows for assigned books of business. You will handle all lines of commercial insurance and serve as the main contact for clients.

The role requires 3+ years in commercial lines, a Property/Casualty license in Arizona, strong communication, time management, and the ability to work independently and with teams. Proficiency in MS Office is expected.

Formación

• 3+ years in commercial lines insurance.
• Licensed in Arizona Property/Casualty (or ability to transfer).
• Ability to communicate effectively with internal and external parties.
• Proficiency in Microsoft Office products (Outlook, Word, Excel, PowerPoint).

Responsabilidades

• Main point of contact for the client and guides on coverage changes.
• Maintain contact with internal and external parties including clients and carriers.
• Plan and complete day-to-day workload for assigned accounts on time.
• Determine and coordinate marketing strategy for renewals as applicable.
• Review applications and information in the agency management system.
• Process audits, cancellation notices, endorsements, certificates and policy checks.
• Attend client meetings as needed and operate within policies.

Conocimientos

Communication

Time management

Multi-tasking

Relationship building

Independent work

MS Office

Educación

Some college or technical training

CIC/CPCU/CRM/CISR designations

Herramientas

Microsoft Office

Descripción del empleo

Client Manager - Commercial Lines 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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