Skip to content
Client Manager – Commercial Insurance
| Company | Marsh & McLennan |
|---|
| Location | Walnut Creek, CA, USA |
|---|
| Salary | $63100 – $117500 |
|---|
| Type | Full-Time |
|---|
| Degrees | Bachelor’s |
|---|
| Experience Level | Mid Level |
|---|
Requirements
- Bachelor’s degree plus 2-3 years of daily World Class Client service is required; or, a minimum of 3 years industry experience showing increasing responsibility directly related to the performance of the above duties including 2-3 years of daily World Class Client service.
- Maintain a valid unrestricted California Fire & Casualty Solicitors license.
- Excellent understanding of insurance terminology, the functions of an insurance brokerage agency and the various lines of commercial insurance.
- Proficiency with MS Office Software (Word, Excel, Outlook).
- Prioritize tasks, set and achieve goals, think logically in solving problems and present results neatly, with clarity and precision in both oral and written form.
Responsibilities
- Continue to perform all duties of a Client Administrator at an above average level while assisting Client Executive in analyzing coverages and claims data for new and renewal business.
- Proactively prepare renewal specifications and rough draft proposals.
- Assist with and/or manage the marketing of renewal business as directed by Client Executive.
- Prepare experience modification projections using Intellicomp or other available software.
- Review accuracy of experience modification calculations published by state rating agencies/bureaus.
- Timely review policy checking notes from policy checkers and make corrections to the policy as necessary.
- Manage the timely delivery of the policies to the client either via email, in person or via online portal.
- Assist Client Executives in completion of Stewardship Reports.
- Review loss run and claim status reports.
- Prepare Loss Summaries and Large Loss Reports.
- Periodic visits to clients with Client Executive, including active participation in new business and renewal preparation and presentation.
- Assist with collections of Accounts Receivables.
- Participate in E&O Audits.
- Establish and consistently maintain effective and positive working relationships with Associates and clients.
Preferred Qualifications
- Advanced insurance designations applicable to the above duties strongly preferred as well as a willingness to pursue continuing education and professional development.
- Significantly exceed expectations in existing position if currently employed at Marsh & McLennan Agency.
