Business Insurance Client Manager

Marsh McLennan

Business Insurance Client Manager at Marsh McLennan Agency managing a high-profile book of business. Handling client strategies, deliverables, and maintaining crucial relationships for business success.

Posted 6/14/2026full-timePensacola • Florida • 🇺🇸 United StatesMid-LevelSeniorWebsite

About the role

Key responsibilities & impact

Independently drive your own book or proactively involved with client team on strategy and client deliverables & meeting client expectations (including proposals, stewardship, meetings, special projects etc.).
Maintain client relationships independently or in concurrence with client team.
Inform account team of any significant changes relating to the client.
Prepare or review materials for discussion with client team / Producer.
May depend on client team / Producer for rate/coverage negotiations.
Organize responses and present them to client team / Producer for review.
Assists other Client Managers during high volume times as needed.
Execute on the deliverables as communicated by the client team.
Prepare client presentations to include developing meeting agendas, preparing presentation documents (printing / binding).
Attend and actively participate in client meetings when requested by the Producer.
Provide new business and renewal support based on various tasks: compile broker of record letters, participate in internal renewal strategy meetings, transmit renewal requests to clients via email or Indio, gather renewal information from client, perform exposure analysis, send submissions to market or rates online, perform non-admitted carrier due diligence in accordance with state rules, perform premium, rate and coverage comparisons, generate/update fee agreement, finalize proposal upon receipt from vendor and present to client, send bind order to carrier, receive binder from carrier and transmit MMA binder to client, perform renewal premium allocation, provide general service support including ordering endorsements/coverage changes to carrier, performing audit reviews and addressing discrepancies, and provide basic contract review.

Requirements

What you’ll need

3-5 years prior experience
Advanced Degree (RMIN, Finance, Accounting) experience a plus
Advanced Designation (AAI, CISR, CIC, CRM, ARM, CPCU) in progress
Task leadership, ability to prioritize and organize daily tasks as well as general account management.
Developing proficiency in managing a book of business through annual life cycle to include new business, customer service, renewal strategy, delegating to Team Members
Handle smaller, less complex accounts
Manage a book of business under guidance of Client Team and Sales Collaboration
Advanced application of prioritization & organizational skills.
Intermediate application of prioritization & organizational skills
Proficient Project Management
Broadening carrier relationships with marketing and underwriting
Continued development of products/line knowledge and marketing techniques.
Up to date with current trends, regulations, etc.
Intermediate application of tools & resources
Intermediate application in Microsoft Office Products (Outlook, Word, and PowerPoint) and advanced proficiency in Excel
Must have an active Property & Casualty license.

Benefits

Comp & perks

Generous time off, including personal and volunteering
Health Insurance
401k
Professional development opportunities
Hybrid work
Six week paid parental leave for the birth or adoption of a child
Charitable contribution match programs
Stock purchase opportunities

ATS Keywords

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Applicant Tracking System Keywords

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

Hard Skills & Tools

account managementproject managementexposure analysispremium allocationrate negotiationscoverage comparisonscontract reviewbroker of record lettersrenewal strategyclient presentations

Soft Skills

task leadershipprioritizationorganizational skillsclient relationship managementcommunicationcollaborationproblem-solvingadaptabilityteam delegationactive participation

Certifications

Property & Casualty licenseRMINFinanceAccountingAAICISRCICCRMARMCPCU