Client Manager managing client accounts for business insurance at Marsh McLennan Agency. Ensuring customer satisfaction and collaborating with team members on agency goals.
Responsibilities
Managing client accounts and ensuring timely delivery of service
Enhancing customer satisfaction and building strong relationships with clients and insurance carriers
Preparing proposals and binding coverage while maintaining accurate policy documentation
Providing administrative support and assisting clients with their insurance needs
Collaborating with team members to drive agency goals
Conducting thorough assessments of clients' business risk programs and emphasizing risk management
Reviewing renewals, endorsements, and other documents for accuracy and compliance
Requirements
3+ years of experience working in customer service, underwriting, commercial lines insurance for a carrier or broker preferred
Must be detailed with excellent organizational and time management skills.
Good interpersonal skills and a high sense of urgency
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
Bachelor's Degree (preferred)
Property/Casualty license (required within 3 months of hire)
Familiarity with insurance company markets, binding authority, and underwriting guidelines
AAI, CIC, CISR, or CRIS designation
Benefits
Generous time off, including personal and volunteering
Tuition reimbursement and professional development opportunities
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