Marsh McLennan

Business Insurance Sr. Client Manager

Marsh McLennan • $75K — $95K *
Alpharetta, GA 30022Hybrid
Finance & Insurance
5 - 7 years of experience
2 months ago
Job Overview by Ladders

Qualifications

  • 5-7 years of relevant experience
  • Bachelor's Degree or Equivalent Work Experience
  • Advanced Degree in RMIN, Finance, or Accounting is a plus
  • Advanced Designations such as CIC, CRM, ARM, CPCU preferred
  • Core strengths: advanced proficiency in managing a book of business and customer service
  • Property Casualty Resident's License is required
  • Expert level in Microsoft Office, particularly Excel.

Responsibilities

  • Manage client expectations by communicating effectively with client leadership
  • Negotiate initial rates for renewals and competitive quotes
  • Direct team members on strategy and deliverables for client projects
  • Prepare and lead client presentations and meetings as needed
  • Perform renewal exposure analysis and communicate significant changes to the client team
  • Assist in new business proposals and renewal strategy meetings
  • Coordinate with Subject Matter Experts for additional resources.

Benefits

  • Medical, dental and vision insurance
  • 401K with company match
  • Company-paid life and disability insurance
  • Generous paid time off programs
  • Employee assistance program (EAP)
  • Career mobility opportunities
  • Volunteer paid time off (VTO)
  • Tuition reimbursement and professional development
  • Charitable contribution matching programs
  • Stock purchase opportunities.
Full Job Description
Applicants must be within driving distance to our Alpharetta, GA office to be considered for this role and have the ability to commute to the office a minimum of three days per week.

A day in the life.

As a Business Insurance Sr. Client Manager, you will:
  • 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 escalate complex negotiations to Client Team / Producer for assistance
  • Actively directing/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 (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 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.

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
  • Core Strengths: Advanced proficiency in managing a book of business through annual life cycle to include new business, customer service, renewal strategy, delegating to junior team members
  • Additional 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
  • Exemplifies MMA Core Values: Collaboration, Passion, Innovation, Accountability
  • Property Casualty Resident's License Required
  • Annual CE Requirement


We know there are excellent candidates who might not check all of these boxes. Don't be shy. If you're close, we'd be very interested in meeting you.

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.

Some benefits included in this role are:
  • 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

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

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://twitter.com/marsh_mma
  • https://www.linkedin.com/company/marsh-mclennan-agency/


About Marsh McLennan

Marsh McLennan Careers

Join the exceptional team at Marsh McLennan, a global leader in professional services, offering unparalleled job opportunities in insurance, risk management, and consultancy. As the company propels forward, it invites dedicated professionals to contribute to a culture of innovation, leadership, and growth.

Work You’ll Do

At Marsh McLennan, you will engage with complex challenges that push the boundaries of your skills and knowledge. Our team thrives on diversity and the shared goal of delivering impactful solutions to our clients worldwide. By joining us, you will be part of a culture that values diversity training and leadership development, ensuring every team member is equipped for success.

Explore Professional Growth

Marsh McLennan is committed to the professional growth of its employees. Whether you are seeking a position that offers a path to leadership or looking for robust internship programs to kickstart your career, Marsh McLennan provides the resources and global platform to propel your ambitions into achievements. Our benefits package is designed to support the well-being and continuous professional development of all staff, from entry-level to senior leadership roles.

Innovative Work Environment

Our company is at the forefront of industry innovation. The collaboration between experienced professionals and fresh talent generates dynamic solutions that keep Marsh McLennan at the cutting edge of the industry. Our team is encouraged to lead with creativity and embrace new ideas, driving the company’s legacy of pioneering industry-first solutions.

Join Our Team

Marsh McLennan is hiring! Explore the multitude of job opportunities on our careers page, from strategic advisory roles to operational excellence positions. We look for passionate, curious, and solution-driven team players. Enhance your career with Marsh McLennan, where your skills will be honed through challenging projects and high-impact strategies.

Networking and Career Advancement

Networking at Marsh McLennan opens doors to enriching connections and countless opportunities within the industry. Our professionals benefit from an environment that fosters networking through events, professional groups, and collaborative projects. With Marsh McLennan, career advancement is not just a possibility—it is an expectation.

Prepare for Your Interview

Ready to apply? Make sure your resume highlights your most relevant experiences and skills tailored to the position you are applying for. Our interview process is designed to understand your capabilities and fit with our team’s goals and values. Prepare to discuss how your background, experiences, and professional aspirations align with the opportunities at Marsh McLennan.

Stay Connected

Keep up to date with the latest from Marsh McLennan: - **Career Insights**: Gain insider perspectives and industry-leading insights through our careers blog. - **Job Alert Emails**: Personalize your subscription to receive job alerts and the latest news tailored to your preferences. Discover the rewarding career opportunities awaiting at Marsh McLennan, where your professional journey is just the beginning. Join us in shaping a future defined by insight, integrity, and innovation.
Learn more about Marsh McLennan
Size
83,000 employees
Market Cap
$82.6 billion
Industry
Finance & Insurance
Net Income
$2 billion
Founded
1914
5 Year Trend
+8.5%
Revenue
$17.2 billion
NASDAQ
MMC
* Ladders Estimates

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