Business Insurance Sr. Client Manager

Company:

Marsh McLennan Agency

Description:

Our not-so-secret sauce.

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 Sr. 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).

Applicants must be within driving distance to our Knoxville, TN office and be able to commute to the office a minimum of three days a week.

A day in the life.

As an Business Insurance Sr. Client Manager you will:

• Have working knowledge of Agency Management System to include navigation and delegation of tasks to team members.
• Initial rate negotiations for renewal and competitive quotes.
• Organize responses and presents to Client Team / Producer for review.
• Understand when to escalate 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.).
• Capable of communicating with various leadership levels of client organizational structure (i.e. Office Manager, Controller, Safety Director, CFO).
• Informs Client Team of any significant changes relating to the client.
• In conjunction with Producer, leads Client Team in strategy meetings.
• Take action on delegating deliverables to Client Team and managing task completion.
• Take initiative in assisting other Sr. 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.
• Attend, and as directed by Producer, leads portions of the client meeting
• Advanced understanding of available tools (Reference Connect, Playbook, MMA U)
• Coordinate 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)
• Provide New Business and Renewal Support based on the following tasks: 
  • Participate in New Business Proposal Presentation, at the direction of the Producer
  • Participate in internal and / or external Renewal Strategy Meetings
  • Perform Renewal 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
  • Negotiate with Markets
  • Generate / updates 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
• 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  

Our future colleague.

We’d love to meet you if your professional track record includes these skills:

• 5-7 years prior experience
• Bachelor's Degree or Equivalent Work Experience Required 
• 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.  Expert use of tools & resources
• Advanced application of tools & resources
• Expert application in Microsoft Office