Our not-so-secret sauce.
Award-winning, inclusive, Top Workplace culture doesn’t happen overnight. It’s a result of hard work by extraordinary people. More than 11,000 of the industry’s 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 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 world’s leading professional services firm, Marsh (NYSE: MRSH).
Applicants must be within driving distance to our Lexington, KY office to be considered for this role and have the ability to commute to the office a minimum of three days per week.
A day in the life.
As an Business Insurance Client Manager, you will:
- Intermediate to advanced usage of Agency Management System
- May depend on Client Team / Producer for rate/coverage negotiations. Organizes responses and presents them to Client Team / Producer for review.
- Proactively involved with Client Team on strategy and client deliverables & meeting client expectations (including proposals, stewardship, meetings, special projects etc.).
- Maintains Client relationships independently or in concurrence with Client Team.
- Prepares or reviews materials for discussion with Client Team / Producer
- Steps in to support account team members on any/all functions as needed
- Assists other Client Managers during high volume times as needed
- Executes on the deliverables as communicated by the Client Team
- Prepares Client presentations to include developing meeting agendas, preparing presentation documents (printing / binding)
- Attend and actively participate in client meetings when requested by the Producer/Client Executive.
- Mentorship of Account Associates and Senior Account Associates, as needed
- Intermediate understanding of available tools (Reference Connect, Playbook, MMA U)
- Provides New Business and Renewal Support based on the following tasks:
- Compiles Broker of Record Letters
- Participates in internal Renewal Strategy Meetings
- Transmits Renewal Request to Client via email or Indio
- Gathers Renewal Information from Client
- Performs 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
- Generates / Updates Fee Agreement
- Finalizes Proposal upon receipt from Vendor 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 basic Contract Review
- Obtain required signatures for supplemental applications, fee agreements, Acords or any applicable documentation
Our future colleague.
We’d love to meet you if your professional track record includes these skills:
- 3-5 years prior experience
- Associates / Bachelor’s Degree or Equivalent Work Experience Required
- 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
- Handles smaller, less complex accounts
- Manages a book of business under guidance of Client Team and Sales CollaborationAdvanced 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
- Exemplifies MMA Core Values: Collaboration, Passion, Innovation, Accountability
- Property Casualty License Required
- Annual CE Requirement
We know there are excellent candidates who might not check all of these boxes. Don’t be shy. If you’re close, we’d 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. We’ve 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: http://marshmma.com/careers or flip through our recruiting brochure: https://bit.ly/3Qpcjmw
Follow us on social media to meet our colleagues and see what makes us tick:
- https://www.instagram.com/lifeatmma/
- https://www.facebook.com/LifeatMMA
- https://twitter.com/marsh_mma
- https://www.linkedin.com/company/marsh-mclennan-agency/
Who you are is who we are.
We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. We are always seeking those with ethics, talent, and ambition who are interested in joining our client-focused teams.
Marsh McLennan and its affiliates are
EOE Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers.
#MMASE
Skills Required
- 3-5 years of prior experience
- Associate's or bachelor's degree, or equivalent work experience
- Property and casualty insurance license
- Annual continuing education requirement
- Advanced proficiency in Microsoft Excel
- Intermediate proficiency in Microsoft Office, including Outlook, Word, and PowerPoint
- Task leadership and ability to prioritize and organize daily tasks and account management responsibilities
- Proficiency managing a book of business through the annual lifecycle
- Ability to manage smaller, less complex accounts under guidance
- Proficient project management skills
- Ability to develop carrier relationships through marketing and underwriting
- Knowledge of insurance products, lines, marketing techniques, current trends, and regulations
- Ability to commute to the Lexington, Kentucky office at least three days per week
- Advanced degree in RMIN, finance, or accounting
- Advanced insurance designation in progress, such as AAI, CISR, CIC, CRM, ARM, or CPCU
Marsh McLennan Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Marsh McLennan and has not been reviewed or approved by Marsh McLennan.
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Leave & Time Off Breadth — Leave offerings are described as generous, including sizable PTO, paid holidays, paid sick days, and additional time off such as paid volunteer time and “Summer days.” These time-off benefits are portrayed as a standout part of the overall rewards package.
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Healthcare Strength — Healthcare coverage is characterized as comprehensive, spanning medical, dental, and vision options, with additional supports like disability and life insurance and access to mental health resources and an EAP. The breadth of plan options is positioned as a core strength of the benefits package.
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Retirement Support — Retirement benefits are framed as solid, with 401(k) programs and employer matching frequently highlighted alongside other financial programs. Stock purchase options are also referenced as an additional wealth-building component of the total rewards mix.
Marsh McLennan Insights
What We Do
Marsh McLennan (NYSE: MMC) brings together nearly 78,000 experts in risk, strategy, and people across Marsh, Guy Carpenter, Mercer, and Oliver Wyman, serving clients in over 130 countries. Marsh enables enterprise worldwide by helping clients manage risks, transforming uncertainty into opportunity. Guy Carpenter helps clients grow profitably with reinsurance broking expertise, advisory services, and advanced analytics. Mercer helps organizations advance the health, wealth, and careers of their most vital asset — their people. Oliver Wyman’s expertise in strategy, operations, risk, and organization transformation changes what is possible for our clients, their industries, and society. Together, we combine a unique range of capabilities to help our clients solve problems, seize opportunities, and build lasting success in increasingly complex operating environments.
