Business Insurance Senior Client Manager
Marsh McLennan
Business Insurance Senior Client Manager
Job Description
Company:Description:Our not-so-secret sauce.Award-winning, inclusive, Top Workplace culture doesn’t happen overnight. It’s a result of hard work by extraordinary people. More than 11,000 of the industry’s brightest talent drive our efforts to deliver purposeful work and meaningful impact every day. Learn more about what makes us different and how you can thrive as an Business Insurance Senior Client Manager at Marsh McLennan Agency (MMA).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 (NYSE: MRSH).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 an Business Insurance Senior Client Manager, you will:Working knowledge of Agency Management System to include navigation and delegation of tasks to team membersInitial 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 assistanceActively 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 meetingAdvanced 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 ProducerParticipates in internal and / or external Renewal Strategy MeetingsPerforms Renewal Exposure AnalysisSends Submissions to Market or Rates OnlinePerforms Non-Admitted Carrier Due Diligence in accordance with state rulesPerforms Premium, Rate and Coverage ComparisonsNegotiates with MarketsGenerates / updates Fee Agreement Finalizes Proposal and presents to clientSend Bind Order to CarrierReceives Binder from Carrier and transmits MMA Binder to ClientPerforms Renewal Premium AllocationProvides 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:A shared commitment to company values; Integrity, Collaboration, Passion, Innovation, Accountability5-7 years prior experienceBachelor's Degree or Equivalent Work Experience Required Advanced Degree (RMIN, Finance, Accounting) experience a plusAdvanced 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 specializationCore 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 membersAdditional Core Strengths: Accommodation, Assertiveness, Critical Thinking, Empathy, Flexibility, Idea Orientation, Sociability, Team leadership in conjunction with Producer and / or Client ExecutiveAdvanced application of prioritization & organizational skillsAdvanced project management including delegationStrong carrier relationships with field reps, marketing, and underwritingExtensive 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 & resourcesExpert application in Microsoft Office Products (Outlook, Word, and PowerPoint) and advanced proficiency in ExcelProperty Casualty Resident’s License RequiredAnnual CE RequirementExemplifies MMA Core Values: Collaboration, Passion, Innovation, AccountabilityValuable 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 insurance401K and company match programCompany-paid life and disabilityGenerous paid time off programsEmployee assistance program (EAP)Volunteer paid time off (VTO)Career mobilityEmployee networking groupsTuition reimbursement and professional development opportunitiesCharitable contribution match programsStock purchase opportunitiesTo learn more about a career at MMA, check us out online: http://marshmma.com/careers or flip through our recruiting brochure: https://bit.ly/3QpcjmwFollow us on social media to meet our colleagues and see what makes us tick:https://www.instagram.com/lifeatmma/https://www.facebook.com/LifeatMMAhttps://twitter.com/marsh_mmahttps://www.linkedin.com/company/marsh-mclennan-agency/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.#MMASE
Locations
- Alpharetta - Kimball
Skills Required
- products/linesintermediate
- Excelintermediate
Required Qualifications
- Advanced Degree (RMIN, Finance, Accounting) experience a plus (experience)
- Exemplifies MMA Core Values: Collaboration, Passion, Innovation, Accountability (experience)
- 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. (experience)
Preferred Qualifications
- Manages a book of business at the direction and under guidance of the Client Team or Sales Collaboration with medium complexity and integrated specialization (experience)
- 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 (experience)
- Advanced application of prioritization & organizational skills (experience)
- Advanced project management including delegation (experience)
- Strong carrier relationships with field reps, marketing, and underwriting (experience)
- Extensive knowledge of products/lines and marketing techniques. (experience)
- Ability to convey how products are utilized and administered to clients and team members. (experience)
- Up to date with current trends, regulations, etc. (experience)
- Advanced application of tools & resources (experience)
- Expert application in Microsoft Office Products (Outlook, Word, and PowerPoint) and advanced proficiency in Excel (experience)
Responsibilities
- 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 ProducerParticipates in internal and / or external Renewal Strategy MeetingsPerforms Renewal Exposure AnalysisSends Submissions to Market or Rates OnlinePerforms Non-Admitted Carrier Due Diligence in accordance with state rulesPerforms Premium, Rate and Coverage ComparisonsNegotiates with MarketsGenerates / updates Fee Agreement Finalizes Proposal and presents to clientSend Bind Order to CarrierReceives Binder from Carrier and transmits MMA Binder to ClientPerforms 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
- 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
- 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
- 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)
- 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/
- https://www.instagram.com/lifeatmma/
- https://www.facebook.com/LifeatMMA
- https://twitter.com/marsh_mma
- https://www.linkedin.com/company/marsh-mclennan-agency/
Benefits
- general: 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.
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