Marsh McLennan

Client Manager - Commercial Insurance

Marsh McLennan • $64K — $120K *
San Diego, CA 92154Hybrid
Finance & Insurance
Less than 5 years of experience
Reposted 3 weeks ago
Job Overview by Ladders

Qualifications

  • Bachelor's degree with 2-3 years of client service experience or 3 years of industry experience with progressive responsibility.
  • Valid unrestricted California Fire & Casualty Solicitors license required.
  • Advanced insurance designations preferred, with a commitment to ongoing education.
  • Track record of exceeding performance expectations in current role, especially at Marsh & McLennan Agency.
  • Strong knowledge of insurance terms, brokerage functions, and various commercial insurance lines.
  • Proficient in MS Office (Word, Excel, Outlook).
  • Strong problem-solving skills with excellent written and oral communication abilities.

Responsibilities

  • Perform all Client Administrator duties to a high standard while supporting Client Executives in coverage analysis.
  • Prepare renewal specifications and draft proposals proactively.
  • Assist with marketing of renewal business as directed by the Client Executive.
  • Utilize software to prepare experience modification projections.
  • Ensure accuracy of experience modification calculations from rating agencies.
  • Review policy checkers’ notes and correct policies as needed, ensuring timely delivery to clients.
  • Participate in client visits with Client Executive, contributing to business presentations and renewal preparation.

Benefits

  • Health and welfare benefits.
  • Tuition assistance supports further education.
  • 401K savings plan with retirement options.
  • Employee assistance programs for personal and professional well-being.
Full Job Description
The Client Manager will provide advanced technical support to Client Executive Service as well as continue to perform the Client Administrator duties for existing clients, working in conjunction with other team members. In addition, the Client Manager may occasionally perform in the capacity of a Client Executive Service for specifically assigned accounts preparing for and providing renewal and new business presentations.

Essential Duties & 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.


Education and/or Experience
  • 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.
  • 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.
  • 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.

Work Environment & Physical Demands
  • Ability to use computer keyboard and sit in a stationary position for extended periods as well as the use of office equipment such as fax and copy machines, and telephones.
  • Work is performed in a typical interior/office work environment.
  • Occasional travel to client sites may be required. Travel may consist of an overnight stay.
  • Individual shall not pose a direct threat to the health or safety of other individuals in the workplace.


#MMAwest

#MMABI

#LI-DNI

The applicable base salary range for this role is $64,700 to $120,400.

The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.

We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs.

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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