Client Manager – Business Insurance
Marsh McLennan
full-time
Posted on:
Location Type: Hybrid
Location: Florida • New York • United States
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About the role
- Maintain files in agency management system and document management system in an orderly, up-to-date manner
- Perform account transactions including but not limited to applications, quotations, ID cards, endorsements, invoices, binders, renewals, certificates, follow-up and correspondence on assigned accounts
- Obtain renewal information from the insured and company on designated accounts prior to renewal and completes applications as needed
- Maintain a concern for timeliness and completeness when interacting with customers, agency and company personnel to minimize potential for errors & omissions claims
- Review existing accounts to determine if additional lines of insurance should be solicited
- Receive and review all terminations and cancellations to determine action to be taken
- Actively review increases in limits and/or overages or rounding out accounts through sales to clients at service contact opportunities
- Document all material conversations with insured and/or carriers regarding exposures and coverages
- Manage a book of business alongside the assigned Producer on the account
- Gather and prepare submission information as appropriate to the account and coordinates the remarketing process
- Participate in client meetings
- Conduct on-line rating and use of insurance analysis tools
- Consistently strive to make a positive contribution to customer satisfaction
- Assist production unit in special projects related to sales and/or servicing
- Ensure confidentially of information acquired
- Respond to client on all facets of customer service including coverage review, analysis and recommendations, quoting and securing coverage, and claims assistance with minimal guidance
Requirements
- High School diploma or general education degree; some college or higher education preferred
- 3-5 years’ experience in underwriting, rating and billing or prior insurance experience at an agency or related company
- 1-2 years’ experience providing customer service to commercial lines customers
- Ability to read and interpret documents such as renewal applications, workers’ compensation mod sheets and procedures manuals
- Ability to professionally communicate information and respond to questions from groups of managers, clients, customers and the public
- Ability to calculate figures and amounts such as discounts, interest, commissions, proportions and percentages
Benefits
- Generous time off, including personal and volunteering
- Tuition reimbursement and professional development opportunities
- Hybrid work
- Charitable contribution match programs
- Stock purchase opportunities
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
underwritingratingbillinginsurance analysis toolsaccount transactionsrenewal applicationsworkers’ compensation mod sheetscalculating figuresdocument management systemagency management system
Soft skills
customer servicecommunicationtimelinessattention to detailproblem-solvingcollaborationcustomer satisfactionprofessionalismorganizational skillsinterpersonal skills
Certifications
High School diplomageneral education degree