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Marsh McLennan Agency · 1 day ago

Client Manager - Business Insurance

Lincoln, NE

Full-time

Hybrid

Mid Level

3+ years exp

Marsh McLennan Agency (MMA) is a leading provider of business insurance and employee benefits solutions. As a Client Manager on the Business Insurance team, you will manage client accounts, perform account transactions, and ensure customer satisfaction while collaborating with producers and clients.

Employee BenefitsHealth CareInsuranceRetirement

Growth Opportunities

Responsibilities

Maintain files in agency management system and document management system in an orderly, up-to-date manner

Perform account transactions including but not limited to 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 completes 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 coordinates 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

Assist production unit in special projects related to sales and/or servicing

Ensure confidentially 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

Qualification

UnderwritingCustomer serviceInsurance experienceDocument interpretationMathematical calculationsCommunication skills

Required

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

Preferred

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

Benefits

Generous time off, including personal and volunteering

Tuition reimbursement and professional development opportunities

Hybrid work

Charitable contribution match programs

Stock purchase opportunities

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