Assistant Client Manager
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Job Location:
Scottsdale, AZ - USA
Monthly Salary:
Not Disclosed
Posted on:
08-11-2025
Vacancies:
1 Vacancy
Job Summary
Company:
Marsh McLennan AgencyDescription:
Position Overview
The Assistant Client Manager position is responsible for proactively managing the overall workflow for the accounts assigned to them. Assistant Client Managers handle all lines of commercial insurance for their accounts and serve as the main contact for the clients with the support of producers and fellow colleagues.
Principal Duties and Responsibilities
Serve as primary point of contact for clients day-to-day needs.
Assist in client meetings and presentations as needed.
Manage renewal processes including preparing and reviewing renewal forms obtaining loss runs and coordinating meetings with clients and underwriters.
Ensure timely and accurate renewal submissions and communications.
Oversee the preparation and review of marketing materials proposals and quotes.
Ensure proposals are complete accurate and ready for presentation.
Participate in design review and quote review meetings.
Bind workflows process endorsements cancellations and audits.
Issue Certificates of Insurance and manage invoicing procedures.
Update policy information in agency systems post-binding.
Act as the main contact for clients addressing questions providing guidance on coverage and processing policy changes.
Oversee audits endorsements and policy documentation ensuring compliance and accuracy.
Support new business efforts after initial qualification including completing BOR templates submitting client data and participating in marketing and proposal activities.
Coordinate risk services review contracts for compliance and assist with audits and lease reviews.
Maintain thorough documentation of communications meetings and policy changes in agency management systems ensuring compliance with regulations.
Other duties as assigned.
Knowledge Skills and Abilities
Required:
High School Diploma or GED
2 years commercial insurance experience
Ability to obtain Arizona Property/Casualty license upon hire
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 vendors and peers
Ability to work independently and in cross-functional teams
Proficiency in Microsoft Office Products (Outlook Word Excel Power Point)
Preferred:
Some college or technical training in related discipline
Previous EPIC experience
Required Experience:
Manager
Key Skills
- Business Development
- Customer Services
- Journal Entries
- Powerpiont
- Account Management
- Communication
- CRM
- General Ledger Accounts
- Salesforce
- Project Management
- Client Services
- Payroll
- Customer Relationships
- Client Management
- Data Analysis
About Company
Veritas provides commodity trading and risk advisory to optimize trading strategies and operations by harnessing CTRM systems, advanced analytics, and AI.
