Marsh McLennan

Client Manager

Marsh McLennan

full-time

Posted on:

Location Type: Hybrid

Location: Tucson • Arizona • United States

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About the role

  • Main point of contact for the client – addresses general questions, provides guidance on appropriate coverage changes and/or contractual requirements, informs/educates client on exclusions and exposures, prepares binders prior to expiration date, and resolves accounting discrepancies
  • Maintain contact and collaborate with internal (Sales Executives, Department Heads, Marketing personnel, Claims personnel, Accounting personnel, Loss Control personnel) and external (Clients and Insurance Companies) parties
  • Plan, prioritize and complete day-to-day workload taking into account new business, renewal business and day-to-day service responsibilities for the accounts assigned in a timely manner ensuring internal/external deadlines are met
  • Determine and coordinate the new/renewal marketing strategy for assigned clients, where applicable
  • Review and update applications and general information (attachments, activities, follow-up) into the agency management system for assigned books of business
  • Process, delegate and/or oversee audits, cancellation notices, endorsements, certificates and policy checking
  • Conduct all business in accordance with established policies and procedures
  • May attend client meetings on or off site on occasion
  • Other duties as assigned

Requirements

  • 3+ years in commercial lines insurance
  • Licensed in Arizona Property/Casualty (or ability to transfer existing license)
  • Ability to effectively communicate, both written and verbally, to internal and external parties
  • Excellent time management, organizational and multi-tasking skills with high attention to detail
  • Ability to build and maintain effective relationships with clients, carriers and peers
  • Ability to work independently and in cross-functional teams
  • Proficiency in Microsoft Office Products (Outlook, Word, Excel, Power Point)
Benefits
  • Health insurance 📊 Check your resume score for this job Improve your chances of getting an interview by checking your resume score before you apply. Check Resume Score
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
commercial lines insuranceagency management systemauditscancellation noticesendorsementscertificatespolicy checking
Soft Skills
effective communicationtime managementorganizational skillsmulti-taskingattention to detailrelationship buildingindependent workcross-functional teamwork
Certifications
Arizona Property/Casualty license