Senior Client Manager - Business Insurance

Company:

Marsh McLennan Agency

Description:

Senior Client Manager – Business Insurance

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. 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 make your mark as a Senior Client Manager at MMA.

Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With 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). you will be responsible for assessing and developing the client’s business risk program, identifying gaps and making recommendations for additional or alternate coverage based on the client needs.

A day in the life.

As our Senior Client Manager on the Business Insurance team, you will be responsible for overseeing and managing client accounts, ensuring exceptional service delivery, and customer satisfaction. This role involves leading the marketing process, preparing comprehensive proposals, binding coverage, and ensuring the accuracy of policy documentation. The Senior Client Manager will also mentor team members, collaborate with cross-functional teams, and contribute to the agency's growth and retention goals.

• Oversee the servicing of a diverse book of business, ensuring accuracy, proper handling, and appropriate distribution of policies, endorsements, and other requests from clients and colleagues.
• Direct the gathering and preparation of submission information for the marketing process, including applications and schedules, and ensure alignment with client needs and agency capabilities.
• Prepare and present comprehensive insurance proposals, binding coverage in accordance with agency guidelines, and ensuring accuracy in policy documentation.
• Assist with the marketing and placement of new and renewal business, including preparing pre-renewal information packets, obtaining loss runs, and finalizing proposal summaries.
• Serve as the primary point of contact for key clients, responding promptly to requests and overseeing the preparation of necessary documents.
• Build and maintain strong, strategic relationships with clients and carriers, enhancing client loyalty and satisfaction.
• Mentor and guide junior team members, fostering their professional growth and enhancing team performance.
• Assist in training newly hired team members and be available as a resource for team members and colleagues, responding to questions and issues in a timely manner.
• Conduct thorough assessments of clients' business risk programs, identifying exposures and providing strategic recommendations for coverage enhancements.
• Emphasize risk management when reviewing renewal policies and endorsements, providing risk management advice directly to policyholders.
• Work closely with the sales team and cross-functional teams to ensure alignment on client activities and strategic initiatives.
• Lead efforts in special projects that drive agency growth and improve service delivery.
• Review renewals, endorsements, and other documents for accuracy and compliance with coverage requests.
• Respond to underwriting requests and collaborate with clients as needed.
• Stay abreast of industry trends and regulatory changes, participating in continued education and professional development opportunities.
• Pursue professional development and certifications, including obtaining CISR, CIC, and AAI designations, and maintaining required continuing education for licenses.
• Ensure the confidentiality of client information and adherence to agency service standards and regulatory requirements.

Our future colleague.

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

• High school diploma or equivalent
• 3+ years of experience working in customer service, underwriting, commercial lines insurance for a carrier or broker preferred
• Familiarity with insurance company markets, binding authority, and underwriting guidelines preferred
• Must be detailed with excellent organizational and time management skills
• Good interpersonal skills and a high sense of urgency
• Excellent written and verbal communication
• Proficiency in Microsoft office applications
• Must have the ability to work under pressure and multi-task
• Ability to work well in a team environment,