As an Business Insurance Senior Client Manager at Marsh McLennan Agency, you will be responsible for managing a book of business, developing client relationships, and providing insurance solutions to clients. You will work closely with the Client Team and Producer to achieve sales and client satisfaction goals. This role requires 5-7 years of prior experience, a Bachelor's Degree or Equivalent Work Experience, and advanced skills in project management, prioritization, and organizational skills.
Requirements
- Working knowledge of Agency Management System
- Initial rate negotiations for renewal and competitive quotes
- Organizes responses and presents to Client Team / Producer for review
- Actively directing/managing Client Team on strategy, client deliverables, and meeting client expectations
- Proactive: In concurrence with Client Team, develops positive working client relationships
- 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. 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
- Intermediate understanding of advanced tools (Loss Forecaster, CAT Modeling, Mod Master)
- 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
- Finalizes Proposal and presents to client
- Send Bind Order to Carrier
- Receives Binder from Carrier and transmits MMA Binder to Client
- Performs Renewal Premium Allocation
- Orders Endorsements / Coverage Changes to Carrier
- Performs Audit Reviews and addresses discrepancies
- Provides complex Contract Review
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
