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Marsh McLennan Agency · 1 day ago

Private Client Service Sr. Client Manager

Birmingham, AL

Full-time

Hybrid

Senior Level

7+ years exp

Marsh McLennan Agency is a leading provider of business insurance and employee benefits solutions. The Private Client Service Sr. Client Manager will oversee client accounts, provide tailored coverage recommendations, manage the renewal process, and ensure exceptional service and support to clients.

Employee BenefitsHealth CareInsuranceRetirement

Growth Opportunities

Responsibilities

Oversee and manage client accounts, ensuring accurate billing, processing policy changes, and addressing coverage questions promptly. Act as the primary point of contact for clients regarding their policies, providing exceptional service and support

Conduct thorough analysis of clients’ insurance needs, offering tailored coverage recommendations that align with their risk profiles and business objectives. Complete and review insurance applications, prepare detailed submissions, and negotiate coverage terms and pricing with insurance carriers to secure optimal solutions for clients

Develop comprehensive insurance proposals, including coverage options, pricing, and terms. Engage in negotiations with carriers to obtain competitive rates and favorable policy conditions, ensuring clients receive the best possible coverage at the most advantageous terms

Coordinate and manage the renewal process for existing policies, including reviewing current coverage, preparing renewal proposals, and communicating with clients and carriers. Handle cancellation requests efficiently, ensuring proper documentation and compliance with company policies and regulatory requirements

Assist with policy checking to verify accuracy and completeness. Stay current on industry developments, including updates to rates, insurance forms, and coverage options, to provide accurate advice and ensure compliance with evolving standards

Maintain organized and up-to-date electronic files and records for all client policies, correspondence, and documentation. Ensure data integrity, confidentiality, and easy retrieval of information for audit and review purposes

Identify and resolve applicable accounting discrepancies related to billing, payments, or policy transactions. Collaborate with accounting and finance teams to correct errors and ensure accurate financial records

Manage and coordinate the marketing process for new and existing clients, including preparing marketing materials, soliciting quotes from multiple carriers, and facilitating communication between clients and insurance markets to secure competitive coverage options

Maintain consistent, professional communication with clients, insurance carriers, and other stakeholders

Build and nurture effective relationships to foster trust, ensure client satisfaction, and facilitate smooth policy issuance and servicing

Provide administrative assistance as needed, including scheduling meetings, preparing reports, and supporting team members to ensure efficient workflow and high-quality service delivery

Qualification

Insurance products knowledgeClient relationship managementNegotiation skillsAnalytical skillsMicrosoft Office SuiteCRM software experienceCommunication skillsProblem-solving abilitiesTeam leadershipInterpersonal skills

Required

Bachelor's degree in finance, business, or a related field

Minimum of 7+ years of experience

Strong understanding of insurance products and service

Excellent communication, negotiation, and interpersonal skills, with the ability to build rapport and trust with clients

Strong analytical and problem-solving abilities, with a data-driven approach to decision-making

Proficiency in Microsoft Office Suite and experience with CRM software

Applicants must be within driving distance to our Birmingham, AL or Opelika, AL office to be considered for this role and have the ability to commute to the office a minimum of three days per week

Preferred

Advanced degree or professional certifications (e.g., CFP, CFA)

Previous experience in a financial advisory or wealth management firm

Demonstrated ability to lead and mentor team members

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