Business Insurance Client Manager
| Company | Marsh & McLennan |
|---|---|
| Location | Atlanta, GA, USA |
| Salary | $Not Provided – $Not Provided |
| Type | Full-Time |
| Degrees | Bachelor’s, Associate’s |
| Experience Level | Mid Level, Senior |
Requirements
- 3-5 years prior experience
- Associates / Bachelor’s Degree or Equivalent Work Experience Required
- Must have Property & Casualty license or obtain within 90 days of employment
Responsibilities
- 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
- 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
Preferred Qualifications
- Advanced Degree (RMIN, Finance, Accounting) experience a plus
- Advanced Designation (AAI, CISR, CIC, CRM, ARM, CPCU) in progress
- Task leadership, Ability to prioritize and organize daily tasks as well as general account management
- Developing proficiency in managing a book of business through annual life cycle to include new business, customer service, renewal strategy, delegating to Team Members
- Handle smaller, less complex accounts
- Manage a book of business under guidance of Client Team and Sales Collaboration
- Advanced application of prioritization & organizational skills
- Intermediate application of prioritization & organizational skills
- Proficient Project Management
- Broadening carrier relationships with marketing and underwriting
- Continued development of products/line knowledge and marketing techniques
- Up to date with current trends, regulations, etc.
- Intermediate application of tools & resources
- Intermediate application in Microsoft Office Products (Outlook, Word, and PowerPoint) and advanced proficiency in Excel
- A shared commitment to company values; Integrity, Collaboration, Passion, Innovation, Accountability