Marsh McLennan Agency · 13 hours ago
Senior Client Manager
Marsh McLennan Agency is a leading provider of business insurance solutions, and they are seeking a Senior Client Manager to provide advanced technical support and manage client relationships. The role involves developing marketing strategies, negotiating on behalf of clients, and ensuring client satisfaction through proactive problem-solving and communication.
Employee BenefitsHealth CareInsuranceRetirement
Responsibilities
Actively participate in initial strategy meeting with the client to develop the broad outline of the strategy as expressed by the Client Executive Sales
Acting in the capacity of the service lead, analyze coverages and claims data for new and renewal business
Develop marketing strategy for clients based on their needs, history, claims data and a strong knowledge built over time regarding coverage placement which can provide the best possible coverage designs and premiums
Negotiate on client’s behalf, drawing on knowledge of the client’s historical trends, experience modification projections and making judicious use of internal underwriting expertise to question carrier rate decisions
Manage the client’s annual timeline for renewal business
Review accuracy of experience modification alerting discrepancies to the Client Executive
Proactively prepare renewal specifications and rough draft proposals
Providing guidance and instruction to Marketing to coordinate coverage placement updating the Client Executive as required
With input from the Client Executive Complete COWs and Stewardship Reports
Deliver policies to the client as directed by the Client Executive
Review and analyze loss run and claim status reports, discussing any trends or concerns with the Client Executive and make any recommendations in terms of communicating to the client
Prepare and use Loss Summaries and Large Loss Reports to flag areas of concern or make recommendations to the Client Executive
Manage collections of Accounts Receivables
Lead in File Audits
Periodic visits to clients focusing on client satisfaction and retention
Demonstrate proactive problem solving skills
Manage accounts with minimal supervision from the Client Executive to include tracking renewal dates and following up with the team throughout the renewal process, instructing the team to begin gathering necessary renewal information and update presentations
Learn best practices to present renewal outcomes to the client and provide recommendations based on the findings with the ultimate goal being to take on these responsibilities
Keep Client Executive apprised of potential E&O concerns and client dissatisfaction. Strategize with Client Executive to develop possible resolutions and proactive solutions to avoid continued or future problems
Through regular, daily interaction with and observation of the service team, assess the skills and knowledge of service team member(s) and recommend formal training and developmental opportunities needed to grow their abilities
Based on knowledge of team member(s) skills and abilities, delegate tasks as appropriate
Responsible for ensuring project is on time and deadlines are being met
Ensure good file maintenance with documentation of account issues and maintenance of the Agency Management System
Establish and consistently maintain effective and positive working relationships with internal associates and clients
Qualification
Required
3-5+ years of daily World Class Client service as a Client Manager is required; or, a minimum of 5+ years industry experience showing increasing responsibility directly related to the performance of the above duties including 3-5 years of daily World Class Client service
Maintain a valid unrestricted Alaska Property & Casualty license
Excellent understanding of insurance terminology, the functions of an insurance brokerage agency and the various lines of Business Insurance insurance
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
Must possess a strong understanding of Property and Casualty coverages and carriers forms and programs such that this expertise is recognized by colleagues and clients. This level of expertise is generally acquired through 3 - 5 years of experience servicing a book with revenue of $750,000 or more
Proficiency with Microsoft Word, Excel and PowerPoint to include work experience creating tables, charts, graphs, pivot tables and formulas
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 MMA
Benefits
Health and welfare
Tuition assistance
401K
Employee assistance program
Domestic partnership benefits
Career mobility
Employee network groups
Volunteer opportunities
Other programs
Company
Marsh McLennan Agency
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.
Funding
Current Stage
Late StageRecent News
2025-12-09
2025-12-01
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