Client Manager – Business Insurance
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. 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 make your mark as a Client Manager at MMA.
Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With 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 McLennan (NYSE: MMC).
A day in the life.
The Client Manager is responsible for managing client accounts, ensuring timely service delivery, and enhancing customer satisfaction. This role involves coordinating the marketing process, preparing proposals, binding coverage, and maintaining accurate policy documentation. The Client Manager will also provide administrative support, assist clients with their insurance needs, and collaborate with team members to drive agency goals.
- Oversee the servicing of a diverse book of business, ensuring accuracy, proper handling, and appropriate distribution of policies, endorsements, and other requests from clients and colleagues.
- Direct the gathering and preparation of submission information for the marketing process, including applications and schedules, and ensure alignment with client needs and agency capabilities.
- Prepare and present comprehensive insurance proposals, binding coverage in accordance with agency guidelines, and ensuring accuracy in policy documentation.
- Assist with the marketing and placement of new and renewal business, including preparing pre-renewal information packets, obtaining loss runs, and finalizing proposal summaries.
- Serve as the primary point of contact for identified clients, responding promptly to requests and overseeing the preparation of necessary documents.
- Build and maintain strong, strategic relationships with clients and carriers, enhancing client loyalty and satisfaction.
- Conduct thorough assessments of clients' business risk programs, identifying exposures and providing strategic recommendations for coverage enhancements.
- Emphasize risk management when reviewing renewal policies and endorsements, providing risk management advice directly to policyholders.
- Work closely with Producers and cross-functional teams to ensure alignment on client activities and strategic initiatives.
Our future colleague.
We’d love to meet you if your professional track record includes these skills:
- High school diploma or equivalent, required.
- 3+ years of experience working in customer service, underwriting, commercial lines insurance for a carrier or broker preferred.
- Familiarity with insurance company markets, binding authority, and underwriting guidelines preferred.
- Must be detailed with excellent organizational and time management skills.
- Good interpersonal skills and a high sense of urgency.
- Proficiency in Microsoft office applications required.
- Must have the ability to work under pressure and multi-task.
- Ability to work well in a team environment, maintain a positive work atmosphere, and develop healthy relationships internally and externally.
- Strong analytical skills with the ability to negotiate quotations, evaluate client needs, and develop innovative business solutions.
- Property/Casualty license or ability to attain is required.
These additional qualifications are a plus, but not required to apply:
- AAI, CIC, CISR, or CRIS designation preferred
- Some college or higher education
- Sagitta & Epic Experience
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 of work. Our culture promotes colleague well-being through robust benefits programs and resources, professional and personal development opportunities, and fulfillment through meaningful work.
Some benefits included in this role are:
- Generous time off, including personal and volunteering
- Tuition reimbursement and professional development opportunities
- Hybrid work
- Charitable contribution match programs
- Stock purchase opportunities
Candidates residing in one of the following states will be considered: Missouri, Kansas, Iowa, Nebraska, South Dakota, North Dakota, Minnesota, Wisconsin, Michigan.
To learn more about a career at MMA, check out our website or flip through our recruiting brochure.
Follow us on social media to meet our colleagues and see what makes us tick:
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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.
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#LI-Remote
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The applicable base salary range for this role is $52,600 to $98,000.The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs.Applications will be accepted until:December 31, 2026
Skills Required
- High school diploma or equivalent
- 3+ years of experience in customer service, underwriting, or commercial lines insurance for a carrier or broker
- Familiarity with insurance company markets, binding authority, and underwriting guidelines
- Strong attention to detail, organizational skills, and time management
- Good interpersonal skills and a high sense of urgency
- Proficiency with Microsoft Office applications
- Ability to work under pressure and multitask
- Ability to work effectively in a team environment and maintain positive internal and external relationships
- Strong analytical skills, including negotiating quotations, evaluating client needs, and developing business solutions
- Property and Casualty license or ability to attain one
- AAI, CIC, CISR, or CRIS designation
- Some college or higher education
- Experience with Sagitta and Epic
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.
