Business Insurance Senior Client Manager

Company:
Marsh McLennan Agency

Description:

Award-winning, inclusive, Top Workplace culture doesn’t happen overnight. It’s a result of hard work by extraordinary people. More than 15,000 of the industry’s brightest talent drive our efforts to deliver purposeful work and meaningful impact every day.

Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With over 300 offices across North America, we combine the personalized service model of a local consultant with the global resources of the world’s leading professional services firm, Marsh McLennan (NYSE: MRSH).

We are looking for a Business Insurance Senior Client Manager to assist the production team in the production and service of new and existing accounts. The Sr. Client Manager is a part of a cohesive team that supports a book of business consisting of large and complex middle market accounts.

• Working knowledge of Agency Management System to include navigation and delegation of tasks to team members.
• Initial rate negotiations for renewal and competitive quotes.
• Organizes responses and presents to Client Team / Producer for review.
• Understands when to elevate complex negotiations to Client Team / Producer for assistance.
• Actively directing/managing Client Team on strategy, client deliverables, and meeting client expectations (including proposals, stewardship, meetings, special projects etc.).
• Proactive:
  In concurrence with Client Team, develops positive working client relationships.
• Capable of communicating with various leadership levels of client organizational structure (i.e. Office Manager, Controller, Safety Director, CEO, CCO, CFO).
• Informs Client Team of any significant changes relating to the client or the carrier.
• In conjunction with Producer, leads Client Team in renewal strategy meetings.
• Takes action on executing or delegating deliverables to Client Team and managing task completion.
• Takes initiative in assisting other Sr. CM's during high volume times as needed.
• Prepares client presentations to include developing meeting agendas.
• Attends, and as directed by Producer, leads portions of the client meeting
• Advanced understanding of available tools (Reference Connect, Playbook, MMA U)
• Coordinates with the client team and Subject Matter Experts for resources where applicable (Loss Control, Communications, Claims, etc.)
• Intermediate understanding of advanced tools (Loss Forecaster, CAT Modeling, Mod Master)
• Provides New Business and Renewal Support based on the following tasks:
  • Participates in New Business Proposal Presentation, at the direction of the Producer
  • Participates in internal and / or external Renewal Strategy Meetings
  • Performs Renewal Exposure Analysis
  • Sends Submissions to Market or Rates Online
  • Performs Non-Admitted Carrier Due Diligence in accordance with state rules
  • Performs Premium, Rate and Coverage Comparisons
  • Negotiates with Markets
  • Generates / updates Fee Agreement
  • Finalizes Proposal and presents to client
  • Send Bind Order to Carrier
  • Receives Binder from Carrier and transmits MMA Binder to Client
  • Performs Renewal Premium Allocation
• Provides General Service Support based on the following tasks:
  • Orders Endorsements / Coverage Changes to Carrier
  • Performs Audit Reviews and addresses discrepancies
  • Provides complex Contract Review

• 5-7 years prior experience
• Advanced Degree (RMIN, Finance, Accounting) experience a plus
• Advanced Designation Preferred (CIC, CRM, ARM, CPCU)
• Manages a book of business at the direction and under guidance of the Client Team or Sales Collaboration with medium complexity and integrated specialization
• Advanced application of prioritization & organizational skills
• Advanced project management including delegation
• Strong carrier relationships with field reps, marketing, and underwriting
• Extensive knowledge of products/lines and marketing techniques.
• Ability to convey how products are utilized and administered to clients and team members.
• Up to date with current trends, regulations, etc.
• Advanced application of tools & resources
• Expert application in Microsoft Office Products (Outlook, Word, and PowerPoint) and advanced proficiency in Excel

We value and respect the impact our colleagues make every day both inside and outside our organization. We’ve built a culture that promotes colleague well-being through robust benefit programs and resources, encourages professional and personal development, and celebrates opportunities to pursue the projects and causes that give colleagues fulfilment outside of work.

• Generous time off, including personal and volunteering
• Health Insurance
• 401k
• Professional development opportunities
• Hybrid work
• Six week paid parental leave for the birth or adoption of a child
• Charitable contribution match programs
• Stock purchase opportunities

To learn more about a career at MMA, check us out online:  or flip through our recruiting brochure:…