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Senior Client Manager
| Company | Marsh & McLennan |
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| Location | Los Angeles, CA, USA |
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| Salary | $63100 – $117500 |
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| Type | Full-Time |
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| Degrees | Bachelor’s |
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| Experience Level | Senior |
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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.
