FREE ACCESS
5,000–10,000 jobs/day
See all jobs on Scoutfield
Search thousands of fresh jobs every day.
Discover
- Fresh listings
- Fast filters
- No subscription required
Create a free account and start exploring right away.
Senior Business Insurance Client Manager
Marsh McLennan. Working knowledge of Agency Management System, including navigation and delegation of tasks to team members .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates advanced project management and organizational skills while managing a book of business, including client relationship management, negotiation, and strategic planning. Proficient in utilizing various tools and resources to support client deliverables and ensure compliance with industry standards.
Highest-signal resume keywords
Agency Management SystemClient Relationship ManagementAdvanced Project ManagementProperty Casualty Resident’s LicenseMicrosoft Office Products
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Rate NegotiationRenewal StrategyPremium AllocationContract ReviewCoverage Comparison
Soft Skills
CommunicationCollaborationOrganizational SkillsLeadership
Tools & Technologies
Reference ConnectPlaybookMMA ULoss ForecasterCAT ModelingMod Master
Certifications & Qualifications
Bachelor's DegreeAdvanced Degree (RMIN, Finance, Accounting)Advanced Designation (CIC, CRM, ARM, CPCU)Property Casualty Resident’s License
Industry Keywords
Client TeamCarrier RelationshipsMarket NegotiationComplianceInsurance Products
About the role
Key responsibilities & impact- Working knowledge of Agency Management System, including navigation and delegation of tasks to team members
- Conduct initial rate negotiations for renewal and competitive quotes
- Organize responses and present them to the Client Team / Producer for review
- Escalate complex negotiations to the Client Team / Producer when appropriate
- Direct and manage the Client Team on strategy, client deliverables, and meeting client expectations
- Develop positive working client relationships with the Client Team
- Communicate with various leadership levels within client organizations
- Inform the Client Team of significant changes relating to clients or carriers
- Lead renewal strategy meetings with the Producer
- Execute or delegate deliverables and manage task completion
- Assist other Senior Client Managers during high-volume periods
- Prepare client presentations and meeting agendas
- Attend and lead portions of client meetings as directed by the Producer
- Use Reference Connect, Playbook, MMA U, Loss Forecaster, CAT Modeling, and Mod Master
- Coordinate with client teams and subject matter experts for applicable resources
- Participate in new business proposal presentations
- Participate in internal and external renewal strategy meetings
- Perform renewal exposure analysis
- Send submissions to market or Rates Online
- Perform non-admitted carrier due diligence in accordance with state rules
- Perform premium, rate, and coverage comparisons
- Negotiate with markets
- Generate and update fee agreements
- Finalize proposals and present them to clients
- Send bind orders to carriers
- Receive binders from carriers and transmit MMA binders to clients
- Perform renewal premium allocation
- Order endorsements and coverage changes from carriers
- Perform audit reviews and address discrepancies
- Provide complex contract review
Requirements
What you’ll need- 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 the Client Team or Sales Collaboration 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
- Exemplifies MMA Core Values: Collaboration, Passion, Innovation, Accountability
- Property Casualty Resident’s License Required
- Annual CE Requirement
Benefits
Comp & perks- 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