Insurance Client Success & Renewal Manager

MMC; San Diego (CA); On-site; USD 65,000 - 120,000; Full time

Benefits offered by this job

Health and welfare benefits

Tuition assistance

401K savings and other retirement

Employee assistance programs

Job summary

Marsh & McLennan Agency seeks a Client Manager in San Diego to support Client Executive Service and perform Client Administrator duties for existing clients. The role may also involve acting as Client Executive for assigned accounts, delivering renewal and new business presentations.

You will analyze coverages and claims data, prepare renewal specs, and assist with marketing renewals. Expect collaboration with a team, policy delivery, and stewardship reporting, with occasional travel.

Qualifications

• Bachelor's degree plus 2-3 years of daily World Class Client service or 3 years industry experience with similar responsibility.
• Need for valid CA Fire & Casualty Solicitors license.
• Advanced insurance designations preferred and continued education encouraged.

Responsibilities

• Analyze coverages and claims data for new and renewal business.

Skills

Client service

Communication

Problem solving

Organization

Education

Bachelor's degree

CA Fire & Casualty Solicitors license

Advanced insurance designations

Tools

MS Word

MS Excel

MS Outlook

Job description

Marsh & McLennan Agency seeks a Client Manager in San Diego to support Client Executive Service and perform Client Administrator duties for existing clients. The role may also involve acting as Client Executive for assigned accounts, delivering renewal and new business presentations.

You will analyze coverages and claims data, prepare renewal specs, and assist with marketing renewals. Expect collaboration with a team, policy delivery, and stewardship reporting, with occasional travel.