Client Manager - Business Insurance

About the role

The Client Manager on the Business Insurance team at Marsh McLennan Agency (MMA) is responsible for maintaining files in agency management systems, performing account transactions, obtaining renewal information, reviewing accounts, and managing a book of business alongside the assigned Producer.

Responsibilities

• Maintain files in agency management system and document management system in an orderly, up-to-date manner.
• Perform account transactions including applications, quotations, ID cards, endorsements, invoices, binders, renewals, certificates, follow-up and correspondence on assigned accounts.
• Obtain renewal information from the insured and company on designated accounts prior to renewal and complete applications as needed.
• Maintain a concern for timeliness and completeness when interacting with customers, agency and company personnel to minimize potential for errors & omissions claims.
• Review existing accounts to determine if additional lines of insurance should be solicited.
• Receive and review all terminations and cancellations to determine action to be taken.
• Actively review increases in limits and/or overages or rounding out accounts through sales to clients at service contact opportunities.
• Document all material conversations with insured and/or carriers regarding exposures and coverages.
• Manage a book of business alongside the assigned Producer on the account.
• Gather and prepare submission information as appropriate to the account and coordinate the remarketing process.
• Participate in client meetings.
• Conduct on-line rating and use of insurance analysis tools.
• Consistently strive to make a positive contribution to customer satisfaction.
• Aid production unit in special projects related to sales and/or servicing.
• Ensure confidentiality of information acquired.
• Respond to client on all facets of customer service including coverage review, analysis and recommendations, quoting and securing coverage, and claims assistance with minimal guidance.

Requirements

• High School diploma or general education degree; some college or higher education preferred
• 3-5 years’ experience in underwriting, rating and billing or prior insurance experience at an agency or related company
• 1-2 years’ experience providing customer service to commercial lines customers

Qualifications

• Ability to read and interpret documents such as renewal applications, workers’ compensation mod sheets and procedures manuals
• Ability to professionally communicate information and respond to questions from groups of managers, clients, customers and the public
• Ability to calculate figures and amounts such as discounts, interest, commissions, proportions and percentages

Skills

• Excellent communication and interpersonal skills
• Attention to detail and ability to manage multiple tasks simultaneously
• Strong organizational and time management skills
• Proficiency in using agency management systems and document management systems

Benefits

• Generous time off, including personal and volunteering
• Tuition reimbursement and professional development opportunities
• Hybrid work
• Charitable contribution match programs
• Stock purchase opportunities