Strategic Client Manager, Commercial Insurance

Marsh McLennan Agency; San Diego (CA); On-site; USD 63,100 - 117,500; Full time

Benefits offered by this job

Health and welfare benefits

Tuition assistance

401K savings programs

Job summary

A leading insurance brokerage in California is seeking a Client Manager to provide advanced technical support and manage existing client accounts. The ideal candidate will possess a Bachelor's degree and have 2-3 years of client service experience. Responsibilities include assisting with policy checks, preparing renewal proposals, and nurturing positive relationships with clients. The role offers a competitive salary range of $63,100 to $117,500, along with various employee benefits and performance incentives.

Qualifications

• 2-3 years of experience in client service.
• Valid California Fire & Casualty Solicitors license.
• Willingness to pursue insurance designations.

Responsibilities

• Provide technical support to Client Executive Service.
• Assist in preparing renewal specifications and proposals.
• Manage marketing of renewal business as needed.
• Review policy checking notes and ensure accuracy.
• Prepare Loss Summaries and Large Loss Reports.

Skills

Client service

Insurance terminology

MS Office Software

Analytical thinking

Education

Bachelor’s degree

Job description

A leading insurance brokerage in California is seeking a Client Manager to provide advanced technical support and manage existing client accounts. The ideal candidate will possess a Bachelor's degree and have 2-3 years of client service experience. Responsibilities include assisting with policy checks, preparing renewal proposals, and nurturing positive relationships with clients. The role offers a competitive salary range of $63,100 to $117,500, along with various employee benefits and performance incentives.