Marsh McLennan · 2 months ago
Client Manager - Commercial Insurance
San Diego - Towne Centre
Full-time
Hybrid
Mid Level
$63K/yr - $118K/yr
3+ years expMarsh McLennan is a leading global professional services firm, and they are seeking a Client Manager to provide advanced technical support to Client Executive Service. The role involves performing Client Administrator duties, preparing renewal specifications, and managing the marketing of renewal business while maintaining effective relationships with clients and associates.
Financial ServicesProfessional ServicesService Industry
Responsibilities
Continue to perform all duties of a Client Administrator at an above average level while assisting Client Executive in analyzing coverages and claims data for new and renewal business
Proactively prepare renewal specifications and rough draft proposals
Assist with and/or manage the marketing of renewal business as directed by Client Executive
Prepare experience modification projections using Intellicomp or other available software
Review accuracy of experience modification calculations published by state rating agencies/bureaus
Timely review policy checking notes from policy checkers and make corrections to the policy as necessary
Review issues with Client Executive as necessary
As needed, check policies on your own as needed if time allows or a rush situation
Manage the timely delivery of the policies to the client either via email, in person or via online portal
Assist Client Executives in completion of Stewardship Reports
Review loss run and claim status reports
Prepare Loss Summaries and Large Loss Reports
Periodic visits to clients with Client Executive, including active participation in new business and renewal preparation and presentation
Assist with collections of Accounts Receivables
Participate in E&O Audits
Establish and consistently maintain effective and positive working relationships with Associates and clients
Qualification
Required
Bachelor's degree plus 2-3 years of daily World Class Client service is required; or, a minimum of 3 years industry experience showing increasing responsibility directly related to the performance of the above duties including 2-3 years of daily World Class Client service
Maintain a valid unrestricted California Fire & Casualty Solicitors license
Excellent understanding of insurance terminology, the functions of an insurance brokerage agency and the various lines of commercial insurance
Proficiency with MS Office Software (Word, Excel, Outlook)
Prioritize tasks, set and achieve goals, think logically in solving problems and present results neatly, with clarity and precision in both oral and written form
Preferred
Advanced insurance designations applicable to the above duties strongly preferred as well as a willingness to pursue continuing education and professional development
Significantly exceed expectations in existing position if currently employed at Marsh & McLennan Agency
Benefits
Health and welfare benefits
Tuition assistance
401K savings
Other retirement programs
Employee assistance programs
Company
Marsh McLennan
Marsh McLennan (NYSE: MMC) is a global leader in risk, strategy and people, advising clients in 130 countries across four businesses: Marsh, Guy Carpenter, Mercer and Oliver Wyman.
10001+ employees
Funding
Current Stage
Public CompanyTotal Funding
$11.2B2024-10-30Post Ipo Debt· $7.25B
2024-02-14Post Ipo Debt· $1B
2023-09-06Post Ipo Debt· $1.6B
Leadership Team
Joe Hayes
Senior Vice President, COO Private Client Services
Katherine Brennan
SVP & General Counsel
Recent News
2025-12-01
MarketScreener
2025-11-21
2025-10-17
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