Business Insurance Senior Client Manager
Marsh McLennan Agency, Pensacola, FL, United States
Award-winning, inclusive, Top Workplace culture doesn’t happen overnight. It’s a result of hard work by extraordinary people. More than 15,000 of the industry’s brightest talent drive our efforts to deliver purposeful work and meaningful impact every day.
Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With over 300 offices across North America, we combine the personalized service model of a local consultant with the global resources of the world’s leading professional services firm, Marsh McLennan (NYSE: MRSH).
We are looking for a Business Insurance Senior Client Manager to assist the production team in the production and service of new and existing accounts. The Sr. Client Manager is a part of a cohesive team that supports a book of business consisting of large and complex middle market accounts.
A day in the life.
Working knowledge of Agency Management System to include navigation and delegation of tasks to team members.
Initial rate negotiations for renewal and competitive quotes.
Organizes responses and presents to Client Team / Producer for review.
Understands when to escalateto complex negotiations to Client Team / Producer for assistance.
Actively direct / managing Client Team on strategy, client deliverables, and meeting client expectations (including proposals, stewardship, meetings, special projects etc.).
Proactive: In concurrence with Client Team, develops positive working client relationships.
Capable of communicating with various leadership levels of client organizational structure (e.g. Office Manager, Controller, Safety Director, CEO, CCO, CFO).
Informs Client Team of any significant changes relating to the client or the carrier.
In conjunction with Producer, leads Client Team in renewal strategy meetings.
Takes action on executing or delegating deliverables to Client Team and managing task completion.
Takes initiative in assisting other Sr. CM's during high volume times as needed.
Prepares client presentations to include developing meeting agendas.
Attends, and as directed by Producer, leads portions of the client meeting.
Advanced understanding of available tools (Reference Connect, Playbook, MMA U).
Coordinates with the client team and Subject Matter Experts for resources where applicable (Loss Control, Communications, Claims, etc.).
Intermediate understanding of advanced tools (Loss Forecaster, CAT Modeling, Mod Master).
Provides New Business and Renewal Support based on the following tasks:
Participates in New Business Proposal Presentation, at the direction of the Producer
Participates in internal and / or external Renewal Strategy Meetings
Performs Renewal Exposure Analysis
Sends Submissions to Market or Rates Online
Performs Non-Admitted Carrier Due Diligence in accordance with state rules
Performs Premium, Rate and Coverage Comparisons
Negotiates with Markets
Generates / updates Fee Agreement
Finalizes Proposal and presents to client
Send Bind Order to Carrier
Receives Binder from Carrier and transmits MMA Binder to Client
Performs Renewal Premium Allocation
Provides General Service Support based on the following tasks:
Orders Endorsements / Coverage Changes to Carrier
Performs Audit Reviews and addresses discrepancies
Provides complex Contract Review
Our future colleague.
5-7 years prior experience
Advanced Degree (RMIN, Finance, Accounting) experience a plus
Advanced Designation Preferred (CIC, CRM, ARM, CPCU)
Manages a book of business at the direction and under guidance of the Client Team or Sales Collaboration with medium complexity and integrated specialization
Advanced application of prioritization & organizational skills
Advanced project management including delegation
Strong carrier relationships with field reps, marketing, and underwriting
Extensive knowledge of products/lines and marketing techniques.
Ability to convey how products are utilized and administered to clients and team members.
Up to date with current trends, regulations, etc.
Advanced application of tools & resources
Expert application in Microsoft Office Products (Outlook, Word, and PowerPoint) and advanced proficiency in Excel
Valuable Benefits. We value and respect the impact our colleagues make every day both inside and outside our organization. We’ve built a culture that promotes colleague well‑being through robust benefit programs and resources, encourages professional and personal development, and celebrates opportunities to pursue the projects and causes that give colleagues fulfilment outside of work.
Generous time off, including personal and volunteering
Health Insurance
401k
Professional development opportunities
Hybrid work
Six week paid parental leave for the birth or adoption of a child
Charitable contribution match programs
Stock purchase opportunities
Follow us on social media to meet our colleagues and see what makes us tick:
https://www.instagram.com/lifeatmma/
https://www.facebook.com/LifeatMMA
https://www.linkedin.com/company/marsh-mclennan-agency/
To learn more about a career at MMA, check us out online: http://marshmma.com/careers or flip through our recruiting brochure: https://bit.ly/3Qpcjmw
Who You Are Is Who We Are. We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. We are always seeking those with ethics, talent, and ambition who are interested in joining our client‑focused teams.
Marsh McLennan and its affiliates are EOE Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers.
#J-18808-Ljbffr
Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With over 300 offices across North America, we combine the personalized service model of a local consultant with the global resources of the world’s leading professional services firm, Marsh McLennan (NYSE: MRSH).
We are looking for a Business Insurance Senior Client Manager to assist the production team in the production and service of new and existing accounts. The Sr. Client Manager is a part of a cohesive team that supports a book of business consisting of large and complex middle market accounts.
A day in the life.
Working knowledge of Agency Management System to include navigation and delegation of tasks to team members.
Initial rate negotiations for renewal and competitive quotes.
Organizes responses and presents to Client Team / Producer for review.
Understands when to escalateto complex negotiations to Client Team / Producer for assistance.
Actively direct / managing Client Team on strategy, client deliverables, and meeting client expectations (including proposals, stewardship, meetings, special projects etc.).
Proactive: In concurrence with Client Team, develops positive working client relationships.
Capable of communicating with various leadership levels of client organizational structure (e.g. Office Manager, Controller, Safety Director, CEO, CCO, CFO).
Informs Client Team of any significant changes relating to the client or the carrier.
In conjunction with Producer, leads Client Team in renewal strategy meetings.
Takes action on executing or delegating deliverables to Client Team and managing task completion.
Takes initiative in assisting other Sr. CM's during high volume times as needed.
Prepares client presentations to include developing meeting agendas.
Attends, and as directed by Producer, leads portions of the client meeting.
Advanced understanding of available tools (Reference Connect, Playbook, MMA U).
Coordinates with the client team and Subject Matter Experts for resources where applicable (Loss Control, Communications, Claims, etc.).
Intermediate understanding of advanced tools (Loss Forecaster, CAT Modeling, Mod Master).
Provides New Business and Renewal Support based on the following tasks:
Participates in New Business Proposal Presentation, at the direction of the Producer
Participates in internal and / or external Renewal Strategy Meetings
Performs Renewal Exposure Analysis
Sends Submissions to Market or Rates Online
Performs Non-Admitted Carrier Due Diligence in accordance with state rules
Performs Premium, Rate and Coverage Comparisons
Negotiates with Markets
Generates / updates Fee Agreement
Finalizes Proposal and presents to client
Send Bind Order to Carrier
Receives Binder from Carrier and transmits MMA Binder to Client
Performs Renewal Premium Allocation
Provides General Service Support based on the following tasks:
Orders Endorsements / Coverage Changes to Carrier
Performs Audit Reviews and addresses discrepancies
Provides complex Contract Review
Our future colleague.
5-7 years prior experience
Advanced Degree (RMIN, Finance, Accounting) experience a plus
Advanced Designation Preferred (CIC, CRM, ARM, CPCU)
Manages a book of business at the direction and under guidance of the Client Team or Sales Collaboration with medium complexity and integrated specialization
Advanced application of prioritization & organizational skills
Advanced project management including delegation
Strong carrier relationships with field reps, marketing, and underwriting
Extensive knowledge of products/lines and marketing techniques.
Ability to convey how products are utilized and administered to clients and team members.
Up to date with current trends, regulations, etc.
Advanced application of tools & resources
Expert application in Microsoft Office Products (Outlook, Word, and PowerPoint) and advanced proficiency in Excel
Valuable Benefits. We value and respect the impact our colleagues make every day both inside and outside our organization. We’ve built a culture that promotes colleague well‑being through robust benefit programs and resources, encourages professional and personal development, and celebrates opportunities to pursue the projects and causes that give colleagues fulfilment outside of work.
Generous time off, including personal and volunteering
Health Insurance
401k
Professional development opportunities
Hybrid work
Six week paid parental leave for the birth or adoption of a child
Charitable contribution match programs
Stock purchase opportunities
Follow us on social media to meet our colleagues and see what makes us tick:
https://www.instagram.com/lifeatmma/
https://www.facebook.com/LifeatMMA
https://www.linkedin.com/company/marsh-mclennan-agency/
To learn more about a career at MMA, check us out online: http://marshmma.com/careers or flip through our recruiting brochure: https://bit.ly/3Qpcjmw
Who You Are Is Who We Are. We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. We are always seeking those with ethics, talent, and ambition who are interested in joining our client‑focused teams.
Marsh McLennan and its affiliates are EOE Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers.
#J-18808-Ljbffr