Business Insurance Sr. 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. Applicants must be within driving distance to our Birmingham, AL office to be considered for this role and have the ability to commute to the office a minimum of three days per week.

Responsibilities

• Working knowledge of Agency Management System to include navigation and delegation of tasks to team members
• Initial rate negotiations for renewal and competitive quotes
• Organizes responses and presents to Client Team / Producer for review
• Understands when to escalate complex negotiations to Client Team / Producer for assistance
• Actively directs/manages Client Team on strategy, client deliverables, and meeting client expectations (including proposals, stewardship, meetings, special projects etc.)
• Proactive: In concurrence with Client Team, develops positive working client relationships
• Capable of communicating with various leadership levels of client organizational structure (i.e. Office Manager, Controller, Safety Director, CEO, CCO, CFO)
• Informs Client Team of any significant changes relating to the client or the carrier
• Joins Client Team in renewal strategy meetings
• Takes action on executing or delegating deliverables to Client Team and managing task completion
• Takes initiative in assisting other Sr. CM's during high volume times as needed
• Prepares client presentations to include developing meeting agendas
• Attends, and as directed by Producer, leads portions of the client meeting
• Advanced understanding of available tools (Reference Connect, Playbook, MMA U)
• Coordinates with the client team and Subject Matter Experts for resources where applicable (Loss Control, Communications, Claims, etc.)
• Intermediate understanding of advanced tools (Loss Forecaster, CAT Modeling, Mod Master)
• Provides New Business and Renewal Support based on the following tasks:
• Participates in New Business Proposal Presentation, at the direction of the Producer
• Participates in internal and / or external Renewal Strategy Meetings
• Performs Renewal 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
• Negotiates with Markets
• Generates / updates Fee Agreement
• 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 complex Contract Review

Qualifications

• 5-7 years prior experience
• Bachelor's Degree or Equivalent Work Experience Required
• Advanced Degree (RMIN, Finance, Accounting) experience a plus
• Advanced Designation Preferred (CIC, CRM, ARM, CPCU)
• Manages a book of business at the direction and under guidance of the Client Team or Sales
• Collaborates with medium complexity and integrated specialization
• Core Strengths: Advanced proficiency in managing a book of business through annual life cycle to include new business, customer service, renewal strategy, delegating to junior team members
• Advanced application of prioritization & organizational skills
• Advanced project management including delegation
• Strong carrier relationships with field reps, marketing, and underwriting
• Extensive knowledge of products/lines and marketing techniques
• Able to convey how products are utilized and administered to clients and team members
• Up to date with current trends, regulations, etc.
• Advanced application of tools & resources
• Expert application in Microsoft Office Products (Outlook, Word, and PowerPoint) and advanced proficiency in Excel
• Exemplifies MMA Core Values: Collaboration, Passion, Innovation, Accountability
• Property Casualty Resident’s License Required
• Annual CE Requirement

Skills

• Advanced proficiency in managing a book of business through annual life cycle to include new business, customer service, renewal strategy, delegating to junior team members
• Advanced application of prioritization & organizational skills
• Advanced project management including delegation
• Strong carrier relationships with field reps, marketing, and underwriting
• Extensive knowledge of products/lines and marketing techniques
• Able to convey how products are utilized and administered to clients and team members
• Up to date with current trends, regulations, etc.
• Advanced application of tools & resources
• Expert application in Microsoft Office Products (Outlook, Word, and PowerPoint) and advanced proficiency in Excel

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