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. This role requires applicants to be within driving distance to our Lexington, KY office and able to commute 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
• Communicates 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
• Ledges 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
• Additional Core Strengths: Accommodation, Assertiveness, Critical Thinking, Empathy, Flexibility, Idea Orientation, Sociability, Team leadership in conjunction with Producer and / or Client Executive
• 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

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 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

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