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Marsh McLennan Agency · 2 days ago

Business Insurance Client Manager

Nashville, TN

Full-time

Hybrid

Mid Level

3+ years exp

Marsh McLennan Agency is a leading provider of business insurance and employee health & benefits solutions. The Business Insurance Client Manager will independently manage client relationships, drive deliverables, and support account teams in maintaining high client satisfaction and executing strategic initiatives.

Employee BenefitsHealth CareInsuranceRetirement

Growth Opportunities

Responsibilities

Independently drive your own book or proactively involved with client team on strategy and client deliverables & meeting client expectations (including proposals, stewardship, meetings, special projects etc.)

Maintain client relationships independently or in concurrence with client team

Inform account team of any significant changes relating to the client

Prepare or review materials for discussion with client team / Producer

May depend on client team / Producer for rate/coverage negotiations. Organize responses and present them to client team / Producer for review

Step in to support account team members on any/all functions as needed

Assists other Client Managers during high volume times as needed

Execute on the deliverables as communicated by the client team

Prepare client presentations to include developing meeting agendas, preparing presentation documents (printing / binding)

Attend and actively participate in client meetings when requested by the Producer

Intermediate understanding of available tools (Reference Connect, Playbook, MMA U)

Provide new business and renewal support based on the following tasks:

Compile broker of record letters

Participate in internal renewal strategy meetings

Transmit renewal request to client via email or Indio

Gather renewal information from client

Perform exposure analysis

Send submissions to market or rates online

Perform non-admitted carrier due diligence in accordance with state rules

Perform premium, rate and coverage comparisons

Generate / update fee agreement

Finalize proposal upon receipt from vendor and presents to client

Send bind order to carrier

Receive binder from carrier and transmits MMA binder to client

Perform renewal premium allocation

Provide general service support based on the following tasks:

Order endorsements / coverage changes to carrier

Perform audit reviews and address discrepancies

Provide basic contract review

Qualification

Client ManagementProperty & Casualty LicenseProject ManagementAdvanced DesignationMicrosoft Office ProficiencyTask LeadershipOrganizational SkillsCommunication SkillsTeam Collaboration

Required

3-5 years prior experience

Associates / Bachelor's Degree or Equivalent Work Experience Required

Task leadership, Ability to prioritize and organize daily tasks as well as general account management

Developing proficiency in managing a book of business through annual life cycle to include new business, customer service, renewal strategy, delegating to Team Members

Handle smaller, less complex accounts

Manage a book of business under guidance of Client Team and Sales Collaboration

Advanced application of prioritization & organizational skills

Intermediate application of prioritization & organizational skills

Proficient Project Management

Broadening carrier relationships with marketing and underwriting

Continued development of products/line knowledge and marketing techniques

Up to date with current trends, regulations, etc

Intermediate application of tools & resources

Intermediate application in Microsoft Office Products (Outlook, Word, and PowerPoint) and advanced proficiency in Excel

A shared commitment to company values; Integrity, Collaboration, Passion, Innovation, Accountability

Must have Property & Casualty license or obtain within 90 days of employment

Preferred

Advanced Degree (RMIN, Finance, Accounting) experience a plus

Advanced Designation (AAI, CISR, CIC, CRM, ARM, CPCU) in progress

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

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