Business Insurance Client Manager

About the role

MMA provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With 200 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 (NYSE: MRSH).

Responsibilities

• Intermediate to advanced usage of Agency Management System
• May depend on Client Team / Producer for rate/coverage negotiations.
• Organizes responses and presents them to Client Team / Producer for review.
• Proactively involved with Client Team on strategy and client deliverables & meeting client expectations (including proposals, stewardship, meetings, special projects etc.).
• Maintains Client relationships independently or in concurrence with Client Team.
• Prepares or reviews materials for discussion with Client Team / Producer.
• Steps in to support account team members on any/all functions as needed.
• Affords support to other Client Managers during high volume times as needed.
• Executes on the deliverables as communicated by the Client Team.
• Attends and actively participates in client meetings when requested by the Producer/Client Executive.
• Mentorship of Account Associates and Senior Account Associates, as needed.
• Provides New Business and Renewal Support based on the following tasks:
• Compiles Broker of Record Letters
• Participates in internal Renewal Strategy Meetings
• Transmits Renewal Request to Client via email or Indio
• Gathers Renewal Information from Client
• Performs Exposure Analysis
• Sends Submissions to Market or Rates Online
• Performs Non-Admitted Carrier Due Diligence in accordance with state rules
• Performs Premium, Rate and Coverage Comparisons
• Generates / Updates Fee Agreement Finalizes Proposal upon receipt from Vendor and presents to client
• Sends Bind Order to Carrier
• Receives Binder from Carrier and transmits MMA Binder to Client
• Performs Renewal Premium Allocation
• Provides General Service Support based on the following tasks:
• Orders Endorsements / Coverage Changes to Carrier
• Performs Audit Reviews and addresses discrepancies
• Provides basic Contract Review
• Obtain required signatures for supplemental applications, fee agreements, Acords or any applicable documentation
• Handles smaller, less complex accounts.
• Manages a book of business under guidance of Client Team and Sales Collaboration.
• Develops proficiency in managing a book of business through annual life cycle to include new business, customer service, renewal strategy, delegating to Team Members.
• Broadens carrier relationships with marketing and underwriting.
• Continued development of products/line knowledge and marketing techniques.
• Intermediate application of prioritization & organizational skills.
• Advanced application of prioritization & organizational skills.
• Proficient Project Management.

Requirements

• 3-5 years prior experience.
• Associates / Bachelor’s Degree or Equivalent Work Experience Required.
• 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.
• Handles smaller, less complex accounts.
• Manages a book of business under guidance of Client Team and Sales Collaboration.
• Develops proficiency in managing a book of business through annual life cycle to include new business, customer service, renewal strategy, delegating to Team Members.
• Broadens carrier relationships with marketing and underwriting.
• Continued development of products/line knowledge and marketing techniques.
• Intermediate application of prioritization & organizational skills.
• Advanced application of prioritization & organizational skills.
• Proficient Project Management.

Qualifications

• Intermediate understanding of available tools (Reference Connect, Playbook, MMA U).
• Provides New Business and Renewal Support based on the following tasks:
• Compiles Broker of Record Letters
• Participates in internal Renewal Strategy Meetings
• Transmits Renewal Request to Client via email or Indio
• Gathers Renewal Information from Client
• Performs Exposure Analysis
• Sends Submissions to Market or Rates Online
• Performs Non-Admitted Carrier Due Diligence in accordance with state rules
• Performs Premium, Rate and Coverage Comparisons
• Generates / Updates Fee Agreement Finalizes Proposal upon receipt from Vendor and presents to client
• Sends Bind Order to Carrier
• Receives Binder from Carrier and transmits MMA Binder to Client
• Performs Renewal Premium Allocation
• Provides General Service Support based on the following tasks:
• Orders Endorsements / Coverage Changes to Carrier
• Performs Audit Reviews and addresses discrepancies
• Provides basic Contract Review
• Obtain required signatures for supplemental applications, fee agreements, Acords or any applicable documentation
• Handles smaller, less complex accounts.
• Manages a book of business under guidance of Client Team and Sales Collaboration.
• Develops proficiency in managing a book of business through annual life cycle to include new business, customer service, renewal strategy, delegating to Team Members.
• Broadens carrier relationships with marketing and underwriting.
• Continued development of products/line knowledge and marketing techniques.
• Intermediate application of prioritization & organizational skills.
• Advanced application of prioritization & organizational skills.
• Proficient Project Management.

Skills

• Intermediate understanding of available tools (Reference Connect, Playbook, MMA U).
• Provides New Business and Renewal Support based on the following tasks:
• Compiles Broker of Record Letters
• Participates in internal Renewal Strategy Meetings
• Transmits Renewal Request to Client via email or Indio
• Gathers Renewal Information from Client
• Performs Exposure Analysis
• Sends Submissions to Market or Rates Online
• Performs Non-Admitted Carrier Due Diligence in accordance with state rules
• Performs Premium, Rate and Coverage Comparisons
• Generates / Updates Fee Agreement Finalizes Proposal upon receipt from Vendor and presents to client
• Sends Bind Order to Carrier
• Receives Binder from Carrier and transmits MMA Binder to Client
• Performs Renewal Premium Allocation
• Provides General Service Support based on the following tasks:
• Orders Endorsements / Coverage Changes to Carrier
• Performs Audit Reviews and addresses discrepancies
• Provides basic Contract Review
• Obtain required signatures for supplemental applications, fee agreements, Acords or any applicable documentation
• Handles smaller, less complex accounts.
• Manages a book of business under guidance of Client Team and Sales Collaboration.
• Develops proficiency in managing a book of business through annual life cycle to include new business, customer service, renewal strategy, delegating to Team Members.
• Broadens carrier relationships with marketing and underwriting.
• Continued development of products/line knowledge and marketing techniques.
• Intermediate application of prioritization & organizational skills.
• Advanced application of prioritization & organizational skills.
• Proficient Project Management.

Benefits

• Medical, dental and vision insurance
• 401K and company match program
• Company-paid life and disability
• Generous paid time off programs
• Employee assistance program (EAP)
• Volunteer paid time off (VTO)
• Career mobility
• Employee networking groups
• Tuition reimbursement and professional development opportunities
• Charitable contribution match programs
• Stock purchase opportunities

Pay

Salary range: $60,000 - $90,000 annually.

Schedule

Full-time position, Monday through Friday.