Top Tech Jobs & Startup Jobs

Manage and support Energy & Power client portfolios across insurance renewals; build client relationships; assist senior staff with risk management, policy administration, invoicing, and negotiations with underwriters and claims teams.

As an Inside Producer at Marsh McLennan Agency, you will sell new insurance to referrals and build relationships in a centralized environment.

Own recurring FP&A processes including financial reporting, forecasting, budgeting, close analysis, reconciliations, executive reporting, and scenario modeling. Partner with Finance and operational teams to explain performance drivers and support strategic initiatives. Improve reporting through dashboards, automation, AI tools, and data analysis while ensuring accuracy, efficiency, and data quality. Prepare decision-useful insights and presentations for CFO and senior stakeholders.

Manages medium-complexity business insurance accounts across new business, renewals, client service, negotiations, proposals, coverage changes, and carrier relationships. Leads renewal strategy, coordinates client teams and subject-matter experts, reviews exposures and audits, prepares presentations, delegates deliverables, and communicates with client executives. Requires strong knowledge of property and casualty products, advanced organizational and project-management skills, insurance licensing, carrier relationships, and proficiency with Microsoft Office and agency tools.

Supervises and develops an accounting operations team, assigns and reviews work, manages weekly objectives, reinforces policies and controls, resolves complex operational issues, and drives process improvements that enhance productivity, accuracy, and compliance.

Manages technical insurance and reinsurance matters for captive and reinsurance clients. Responsibilities include renewals, policy and contract documentation, program design, claims oversight, regulatory compliance, client relationship management, fee negotiations, and coordination with accounting and regulators. The role also provides technical guidance, insurance training, market analysis, and leadership for client and prospect meetings.

Supports associate client managers with business insurance account servicing, including processing policies, endorsements, invoices, certificates, audits, and claims reports. Maintains client files, prepares insurance summaries, manages expiration and renewal workflows, coordinates with clients and underwriters, and assists with renewal marketing. Requires strong attention to detail, office software proficiency, California Fire and Casualty Solicitors licensure, and pursuit of insurance designations.

Support insurance producers and marketing executives by managing client and carrier relationships, analyzing coverage needs, coordinating renewals, marketing accounts, identifying cross-sell opportunities, resolving service issues, and presenting insurance options. Maintain accurate client-management records, stay current on coverage and legislative changes, mentor team members, and occasionally travel overnight.

Manage investment client onboarding, strategy launches and closures, restructures, and complex transition projects. Develop transition plans and runbooks, coordinate operations, legal, compliance, custodians, fund administrators, and outsourced providers, and manage trading, custody, clearing, data, systems, and operational requirements. Oversee concurrent implementations, stakeholder communications, issue escalation, post-implementation reviews, and lessons learned.

Administer general insurance claims from notification through resolution. Responsibilities include reviewing and registering claims, verifying documentation, lodging claims with insurers, maintaining accurate records, monitoring follow-ups, liaising with clients and service providers, preparing reports, and escalating complex matters. The role requires strong communication, organization, attention to detail, Microsoft Office proficiency, sound judgment, and prior experience in insurance, claims, broking, underwriting, customer service, or administration.