Client Manager - Transportation Insurance

About the role

Middle Market Client Manager – Transportation

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

Responsibilities

• Oversee the servicing of a diverse book of business, ensuring accuracy, proper handling, and appropriate distribution of policies, endorsements, and other requests from clients and colleagues.
• Direct the gathering and preparation of submission information for the marketing process, including applications and schedules, and ensure alignment with client needs and agency capabilities.
• Prepare and present comprehensive insurance proposals, binding coverage in accordance with agency guidelines, and ensuring accuracy in policy documentation.
• Aid in the marketing and placement of new and renewal business, including preparing pre-renewal information packets, obtaining loss runs, and finalizing proposal summaries.
• Serve as the primary point of contact for identified clients, responding promptly to requests and overseeing the preparation of necessary documents.
• Build and maintain strong, strategic relationships with clients and carriers, enhancing client loyalty and satisfaction.
• Aid in training newly hired team members and be available as a resource for team members and colleagues, responding to questions and issues in a timely manner.
• Conduct thorough assessments of clients' business risk programs, identifying exposures and providing strategic recommendations for coverage enhancements.
• Emphasize risk management when reviewing renewal policies and endorsements, providing risk management advice directly to policyholders.
• Work closely with Producers and cross-functional teams to ensure alignment on client activities and strategic initiatives.
• Lead efforts in special projects that drive agency growth and improve service delivery.
• Review renewals, endorsements, and other documents for accuracy and compliance with coverage requests.
• Respond to underwriting requests and collaborate with clients as needed.
• Stay abreast of industry trends and regulatory changes, participating in continued education and professional development opportunities.
• Pursue professional development and certifications, including obtaining CISR, CIC, and AAI designations, and maintaining required continuing education for licenses.
• Ensure the confidentiality of client information and adherence to agency service standards and regulatory requirements.

Requirements

• High school diploma or equivalent, required.
• 3+ years of experience working in customer service, underwriting, commercial lines insurance for a carrier or broker preferred.
• Familiarity with insurance company markets, binding authority, and underwriting guidelines preferred.
• Must be detailed with excellent organizational and time management skills.
• Good interpersonal skills and a high sense of urgency.
• Excellent written and verbal communication.
• Proficiency in Microsoft office applications required.
• Must have the ability to work under pressure and multi-task.
• Ability to work well in a team environment, maintain a positive work atmosphere, and develop healthy relationships internally and externally.
• Strong analytical skills with the ability to negotiate quotations, evaluate client needs, and develop innovative business solutions.
• Be a self-starter and problem solver.
• AAI, CIC, CISR, or CRIS designation preferred.
• Must acquire Property Casualty and Life & Health resident and nonresident agency/broker licenses within 6 months of hire and comply with continuing education requirements.

Qualifications

• Must have a valid driver's license and access to a reliable vehicle.
• Must be able to travel up to 20% of the time.

Skills

• Customer service skills
• Underwriting knowledge
• Proposal writing
• Client relationship management
• Risk assessment
• Regulatory compliance
• Professional development

Benefits

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