Client Manager – Business Insurance

About the role

Marsh McLennan Agency (MMA) provides business insurance, employee health and benefits, retirement and private client insurance solutions. As a Client Manager, you manage client accounts, ensure timely service delivery and enhance customer satisfaction. You coordinate the marketing process, prepare proposals, bind coverage and maintain accurate policy documentation, while assisting clients with their insurance needs.

Key responsibilities

• Oversee the servicing of a diverse book of business, ensuring accuracy and proper handling of policies, endorsements and client requests.
• Gather and prepare submission information for the marketing process, including applications and schedules.
• Prepare and present insurance proposals, bind coverage according to agency guidelines and keep policy documentation accurate.
• Assist with marketing and placement of new and renewal business, including pre-renewal packets, loss runs and proposal summaries.
• Serve as the primary point of contact for clients and build strong relationships with clients and carriers.
• Assess clients' business risk programs and advise on coverage enhancements and renewals.
• Work with Producers and cross-functional teams on client activities.

Required profile

• High school diploma or equivalent.
• 3+ years of experience in customer service, underwriting or commercial lines insurance preferred.
• Familiarity with insurance company markets, binding authority and underwriting guidelines preferred.
• Property/Casualty license or ability to obtain one required.
• AAI, CIC, CISR or CRIS designation preferred; some college or higher education is a plus.

Required skills

• Proficiency in Microsoft Office applications.
• Detailed, organized and able to work under pressure and multi-task.
• Strong analytical skills, negotiation of quotations and evaluation of client needs.

What we offer

• Generous time off, including personal and volunteering days.
• Tuition reimbursement and professional development opportunities.
• Hybrid work.
• Charitable contribution match programs and stock purchase opportunities.