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Senior Client Manager

July 9, 2025July 9, 2025

Senior Client Manager

CompanyMarsh & McLennan
LocationLos Angeles, CA, USA
Salary$63100 – $117500
TypeFull-Time
DegreesBachelor’s
Experience LevelSenior

Requirements

  • Bachelor’s degree plus 3-5+ years of daily World Class Client service as a Client Manager is required; or, a minimum of 5+ years industry experience showing increasing responsibility directly related to the performance of the above duties including 3-5 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 Business Insurance insurance.
  • Must possess a strong understanding of Property and Casualty coverages and carriers forms and programs such that this expertise is recognized by colleagues and clients. This level of expertise is generally acquired through 3 – 5 years of experience servicing a book with revenue of $750,000 or more.
  • Proficiency with Microsoft Word, Excel and PowerPoint to include work experience creating tables, charts, graphs, pivot tables and formulas.

Responsibilities

  • Actively participate in initial strategy meeting with the client to develop the broad outline of the strategy as expressed by the Client Executive Sales.
  • Manage the client’s annual timeline for renewal business.
  • Review accuracy of experience modification alerting discrepancies to the Client Executive.
  • Proactively prepare renewal specifications and rough draft proposals.
  • Providing guidance and instruction to Marketing to coordinate coverage placement updating the Client Executive as required.
  • Deliver policies to the client as directed by the Client Executive.
  • Review and analyze loss run and claim status reports, discussing any trends or concerns with the Client Executive and make any recommendations in terms of communicating to the client.
  • Prepare and use Loss Summaries and Large Loss Reports to flag areas of concern or make recommendations to the Client Executive.
  • Manage collections of Accounts Receivables.
  • Lead in File Audits.
  • Periodic visits to clients focusing on client satisfaction and retention.
  • Demonstrate proactive problem solving skills.
  • Ensure good file maintenance with documentation of account issues and maintenance of the Agency Management System.

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 MMA.


TaggedBachelor'sCustomer SuccessFinance & Operations & StrategyMarsh & McLennanSales & Account ManagementSenior

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