Business Insurance Client Manager

Business Insurance Client Manager

Award-winning, inclusive, top workplace culture doesn't happen overnight. It's a result of hard work by extraordinary people. More than 11,000 of the industry's brightest talent drive our efforts to deliver purposeful work and meaningful impact every day. Learn more about what makes us different and how you can thrive as a Business Insurance Client Manager at Marsh McLennan Agency (MMA).

MMA provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With 200 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 : MMC).

A day in the life. As a Business Insurance Client Manager you will :

• Independently drive your own book or proactively involved with client team on strategy and client deliverables & meeting client expectations (including proposals, stewardship, meetings, special projects etc.).
• Maintain client relationships independently or in concurrence with client team.
• Inform account team of any significant changes relating to the client.
• Prepare or review materials for discussion with client team / Producer.
• May depend on client team / Producer for rate / coverage negotiations. Organize responses and present them to client team / Producer for review.
• Step in to support account team members on any / all functions as needed.
• Assists other Client Managers during high volume times as needed.
• Execute on the deliverables as communicated by the client team.
• Prepare client presentations to include developing meeting agendas, preparing presentation documents (printing / binding).
• Attend and actively participate in client meetings when requested by the Producer.
• Intermediate understanding of available tools (Reference Connect, Playbook, MMA U).
• Provide new business and renewal support based on the following tasks :
• Compile broker of record letters
• Participate in internal renewal strategy meetings
• Transmit renewal request to client via email or Indio
• Gather renewal information from client
• Perform exposure analysis
• Send submissions to market or rates online
• Perform non-admitted carrier due diligence in accordance with state rules
• Perform premium, rate and coverage comparisons
• Generate / update fee agreement
• Finalize proposal upon receipt from vendor and presents to client
• Send bind order to carrier
• Receive binder from carrier and transmits MMA binder to client
• Perform renewal premium allocation
• Provide general service support based on the following tasks :
• Order endorsements / coverage changes to carrier
• Perform audit reviews and address discrepancies
• Provide basic contract review
• Intermediate application of tools & resources
• Intermediate in Microsoft Office Products (Outlook, Word, and PowerPoint) and advanced proficiency in Excel

Our future colleague. We'd love to meet you if your professional track record includes these skills :

We know there are excellent candidates who might not check all of these boxes. Don't be shy. If you're close, we'd be very interested in meeting you.

Valuable benefits. 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 fulfillment outside of work.

Some benefits included in this role are :