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Marsh McLennan Agency · 1 week ago

Client Manager - Commercial Lines

Scottsdale, AZ

Full-time

Onsite

Mid Level

3+ years exp

Marsh McLennan Agency is seeking a Client Manager for Commercial Lines to manage the workflow for assigned books of business. The role involves serving as the main contact for clients, handling all lines of commercial insurance, and collaborating with various internal and external parties to ensure timely and effective service delivery.

Employee BenefitsHealth CareInsuranceRetirement

Growth Opportunities

Responsibilities

Main point of contact for the client – addresses general questions, provides guidance on appropriate coverage changes and/or contractual requirements, informs/educates client on exclusions and exposures, prepares binders prior to expiration date, and resolves accounting discrepancies

Maintain contact and collaborate with internal (Sales Executives, Department Heads, Marketing personnel, Claims personnel, Accounting personnel, Loss Control personnel) and external (Clients and Insurance Companies) parties

Plan, prioritize and complete day-to-day workload taking into account new business, renewal business and day-to-day service responsibilities for the accounts assigned in a timely manner ensuring internal/external deadlines are met

Determine and coordinate the new/renewal marketing strategy for assigned clients, where applicable

Review and update applications and general information (attachments, activities, follow-up) into the agency management system for assigned books of business

Process, delegate and/or oversee audits, cancellation notices, endorsements, certificates and policy checking

Conduct all business in accordance with established policies and procedures

May attend client meetings on or off site on occasion

Other duties as assigned

Qualification

Commercial lines insuranceArizona Property/Casualty licenseMicrosoft Office proficiencyCIC designationCPCU designationCRM designationCISR designationMulti-taskingSagitta experienceImageRight experienceTime managementOrganizational skillsEffective communicationRelationship buildingTeamwork

Required

3+ years in commercial lines insurance

Licensed in Arizona Property/Casualty (or ability to transfer existing license)

Ability to effectively communicate, both written and verbally, to internal and external parties

Excellent time management, organizational and multi-tasking skills with high attention to detail

Ability to build and maintain effective relationships with clients, carriers and peers

Ability to work independently and in cross-functional teams

Proficiency in Microsoft Office Products (Outlook, Word, Excel, Power Point)

Preferred

Some college or technical training in related discipline

CIC, CPCU, CRM, CISR designations

Previous Sagitta and ImageRight experience

Company

Marsh McLennan Agency

Glassdoor4.4

Marsh McLennan is an insurance company that provides business insurance, employee benefits, and private client insurance solutions. It is a sub-organization of Marsh & McLennan.

Founded in 2003

White Plains, New York, USA

10001+ employees