Business Insurance Sr. Client Manager
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Job Location:
Nashville, IN - USA
Monthly Salary:
Not Disclosed
Posted on:
Yesterday
Vacancies:
1 Vacancy
Job Summary
Company:
Description:
Our not-so-secret sauce.
Award-winning inclusive Top Workplace culture doesnt happen overnight. Its a result of hard work by extraordinary people. More than 11000 of the industrys 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 Sr. 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 worlds leading professional services firm Marsh McLennan (NYSE: MMC).
Applicants must be within driving distance to the Nashville TN office and be able to commute to the office a minimum of three days a week.
A day in the life.
As a Business Insurance Sr. Client Manager you will:
- 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 (includingproposals 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 ManagerController 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. CMs 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 ControlCommunications 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
- Provides complex Contract Review
Our future colleague.
Wed love to meet you if your professional track record includes these skills:
- Bachelors Degree or Equivalent Work Experience Required
- Advanced Degree (RMIN Finance Accounting) experience a plus
- Advanced 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 mediumcomplexity and integrated specialization
- Core Strengths: Advanced proficiency in managing a book of business through annual life cycle to include newbusiness customer service renewal strategy delegating to junior team members
- Additional Core Strengths: Accommodation Assertiveness Critical Thinking Empathy Flexibility Idea OrientationSociability Team leadership in conjunction with Producer and / or Client Executive
- Advanced application of prioritization & organizational skills
- Advanced project management including delegation
- Strong carrier relationships with field reps marketing and underwriting
- Extensive 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 & resources
- Expert application in Microsoft Office Products (Outlook Word and PowerPoint) and advanced proficiency in Excel
- Exemplifies MMA Core Values: Collaboration Passion Innovation Accountability
We know there are excellent candidates who might not check all of these boxes. Dont be shy. If youre close wed be very interested in meeting you.
Valuable benefits.
We value and respect the impact our colleagues make every day both inside and outside our organization. Weve 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 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
To learn more about a career at MMA check us out online: or flip through our recruiting brochure: us on social media to meet our colleagues and see what makes us tick:
Required Experience:
Manager
Key Skills
- Customer Service
- Client Expectations
- Client Requirements
- Client Support
- Action Plans
- Issue Resolution
- Account Management
- Client Relationships
- Service Delivery
- Client Service
- Client Satisfaction
- Client Management
- Procedures
- Service Level Agreements
- New Clients
About Company
Veritas provides commodity trading and risk advisory to optimize trading strategies and operations by harnessing CTRM systems, advanced analytics, and AI.
