Business Insurance Senior Client Manager
National African-American Insurance Association (NAAIA), Atlanta, GA, United States
Business Insurance Senior Client Manager
MMA provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With 200 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.
Applicants must be within driving distance to our Alpharetta, GA office and have the ability to commute a minimum of three days per week. 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 escape complex negotiations to Client Team / Producer for assistance.
Actively directs and manages Client Team on strategy, client deliverables, and meeting client expectations (including proposals, stewardship, meetings, special projects, etc.).
Develops positive working client relationships in concurrence with Client Team.
Communicates with various leadership levels of client organizational structure (i.e. 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, including 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. We’d love to meet you if your professional track record includes these skills:
5‑7 years prior experience
Bachelor’s Degree or Equivalent Work Experience required
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 proficiency in managing a book of business through annual life cycle including new business, customer service, renewal strategy, delegating to junior team members
Core Strengths: Accommodation, Assertiveness, Critical Thinking, Empathy, Flexibility, Idea Orientation, Sociability, Team leadership in conjunction with Producer and/or Client Executive
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
Property Casualty Resident’s License required
Annual CE requirement
Exemplifies MMA Core Values: Collaboration, Passion, Innovation, Accountability
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.
Medical, dental and vision insurance
401(k) 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
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.
#MMASE
#J-18808-Ljbffr
Applicants must be within driving distance to our Alpharetta, GA office and have the ability to commute a minimum of three days per week. 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 escape complex negotiations to Client Team / Producer for assistance.
Actively directs and manages Client Team on strategy, client deliverables, and meeting client expectations (including proposals, stewardship, meetings, special projects, etc.).
Develops positive working client relationships in concurrence with Client Team.
Communicates with various leadership levels of client organizational structure (i.e. 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, including 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. We’d love to meet you if your professional track record includes these skills:
5‑7 years prior experience
Bachelor’s Degree or Equivalent Work Experience required
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 proficiency in managing a book of business through annual life cycle including new business, customer service, renewal strategy, delegating to junior team members
Core Strengths: Accommodation, Assertiveness, Critical Thinking, Empathy, Flexibility, Idea Orientation, Sociability, Team leadership in conjunction with Producer and/or Client Executive
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
Property Casualty Resident’s License required
Annual CE requirement
Exemplifies MMA Core Values: Collaboration, Passion, Innovation, Accountability
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.
Medical, dental and vision insurance
401(k) 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
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.
#MMASE
#J-18808-Ljbffr