Business Insurance Sr. Client Manager

About the role

Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals. 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.

Applicants must be within driving distance to our Chattanooga, TN office 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 directing/managing Client Team on strategy, client deliverables, and meeting client expectations (including proposals, stewardship, meetings, special projects, etc.)
• Proactively develops positive working client relationships in concurrence with Client Team; capable of communicating with various leadership levels of client organizational structure (Office Manager, Controller, Safety Director, CEO, CCO, CFO)
• Informs Client Team of any significant changes relating to the client or the carrier
• In conjunction with Producer, leads 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. CMs 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 including: participating in New Business Proposal Presentation at the direction of the Producer; participating in internal and/or external Renewal Strategy Meetings; performing Renewal Exposure Analysis; sending Submissions to Market or Rates Online; performing Non-Admitted Carrier Due Diligence in accordance with state rules; performing Premium, Rate and Coverage Comparisons; negotiating with Markets; generating/updating Fee Agreement; finalizing Proposal and presenting to client; sending Bind Order to Carrier; receiving Binder from Carrier and transmitting MMA Binder to Client; performing Renewal Premium Allocation
• Provides General Service Support including: ordering Endorsements / Coverage Changes to Carrier; performing Audit Reviews and addressing discrepancies; providing complex Contract Review

Qualifications

• 5-7 years prior experience
• Bachelor's Degree or Equivalent Work Experience Required
• 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
• 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; ability 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