Client Manager in healthcare design at Salas O’Brien, leveraging national portfolio for local growth. Leading project delivery and developing long - term client relationships in Miami.
About the role
- Client Manager at Marsh McLennan Agency providing business insurance and employee benefits management. Leading client strategy, deliverables, and navigating complex negotiations within a client team.
Responsibilities
- Working knowledge of Agency Management System to include navigation and delegation of tasks to team members
- Initiate rate negotiations for renewal and competitive quotes. Organizes responses and presents to leadership as needed for review.
- Understands when to escalate complex negotiations leadership for assistance
- Actively directing/managing Client Team on strategy, client deliverables, and meeting client expectations (including proposals, 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 Manager, Controller, Safety Director, CEO, CCO, CFO).
- Informs leadership as needed of any significant changes relating to the client or the carrier.
- In conjunction with Leadership, 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. CM's during high volume times as needed.
- Mentors AA’s, Sr. AA’s or other CM’s.
- 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 Control, Communications, Claims, etc.)
- Intermediate understanding of advanced tools (Loss Forecaster, CAT Modeling, Mod Master)
- Provides New Business and Renewal Support based on but not limited to 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
Requirements
- 5-7 years prior experience
- Bachelor's 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 leadership with medium complexity and integrated specialization
- Advanced proficiency in managing a book of business through annual life cycle to include new business, customer service, renewal strategy, delegating to junior team members
- 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
Benefits
- 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
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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