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Senior Client Manager – Business Insurance
Marsh McLennan. Oversee servicing of a diverse book of business, ensuring accuracy, proper handling, and distribution of policies, endorsements, and client requests .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in managing diverse insurance portfolios, ensuring accuracy in policy documentation, and providing risk management advice. Capable of building strategic client relationships and collaborating effectively with cross-functional teams to achieve agency growth and retention goals.
Highest-signal resume keywords
3+ Years Experience In InsuranceProperty/Casualty LicenseStrong Analytical SkillsMicrosoft Office ProficiencySagitta & Epic Experience
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Policy Documentation AccuracyRisk ManagementInsurance Proposal PreparationClient Needs EvaluationNegotiation Skills
Soft Skills
Team CollaborationRelationship BuildingAbility To Multi-TaskPositive Work Atmosphere Maintenance
Certifications & Qualifications
AAICICCISRCRIS
Industry Keywords
Commercial Lines InsuranceUnderwriting GuidelinesBinding AuthorityClient Requests HandlingInsurance Company Markets
About the role
Key responsibilities & impact- Oversee servicing of a diverse book of business, ensuring accuracy, proper handling, and distribution of policies, endorsements, and client requests
- Direct gathering and preparation of submission information for marketing, including applications and schedules
- Prepare and present comprehensive insurance proposals and bind coverage according to agency guidelines
- Ensure accuracy in policy documentation
- Assist with marketing and placement of new and renewal business
- Prepare pre-renewal information packets, obtain loss runs, and finalize proposal summaries
- Serve as primary point of contact for key clients and oversee preparation of necessary documents
- Build and maintain strategic relationships with clients and carriers
- Assist in training newly hired team members and support colleagues with questions and issues
- Assess clients’ business risk programs, identify exposures, and recommend coverage enhancements
- Emphasize risk management when reviewing renewal policies and endorsements
- Provide risk management advice directly to policyholders
- Collaborate with Producers and cross-functional teams on client activities and strategic initiatives
- Contribute to agency growth and retention goals
Requirements
What you’ll need- High school diploma or equivalent, required
- 3+ years of experience working in customer service, underwriting, or commercial lines insurance for a carrier or broker preferred
- Familiarity with insurance company markets, binding authority, and underwriting guidelines preferred
- Proficiency in Microsoft Office applications required
- 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
- AAI, CIC, CISR, or CRIS designation preferred
- Some college or higher education
- Sagitta & Epic experience
Benefits
Comp & perks- Generous time off, including personal and volunteering
- Tuition reimbursement and professional development opportunities
- Hybrid work
- Charitable contribution match programs
- Stock purchase opportunities
- Robust benefits programs and resources supporting colleague well-being
- Professional and personal development opportunities