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Client Manager

Role overview

Qualifications

  • Minimum of 8 years’ experience in an agency or brokerage environment
  • High School Diploma required, Associates or Bachelor’s degree preferred
  • P&C licensure or ability to obtain within 90 days of employment required
  • Effective oral and written communication and relationship building skills essential

Responsibilities

  • Contributes to revenue growth by understanding clients’ business and risk management needs
  • Servicing, renewing, and marketing new and renewal business insurance accounts
  • Review policies for correct coverage, limits and premiums quoted
  • Direct communication with clients, underwriters, brokers and others

Key facts

  • Remote from: United States
  • Full time
  • Senior (5-10 years)
  • Client Services Manager
  • 65 - 120K yearly
  • English

Hard skills

Other skills

  • Microsoft Office
  • Communication
  • Relationship Building
  • Time Management
  • Organizational Skills
  • Problem Solving

About the company

Lippincott logo

Lippincott

Marketing & Advertising

Lippincott is a global creative consultancy. With a passion for solving our client’s toughest challenges, we create, grow and transform brands to define industries and transcend categories. A pioneer since 1943, we have shaped some of the world’s most iconic brands and experiences. From Coca-Cola to Samsung and Starbucks to Delta, our work drives growth and adds meaning to customers’ lives. As the brand and innovation experts of Oliver Wyman, we integrate deep industry, risk and operational expertise to deliver end-to-end solutions. Together, we create new possibilities for our clients to thrive in the future.

Company details

IndustryMarketing & Advertising
Company size51 - 200

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Job description

Company:

Description:

Client Manager, Business Insurance

Make a Career. Make a Difference.

At Marsh Agency, we approach insurance in a different way…and that means a more interesting, exciting, relevant career for you. When you work with MMA, you’ll find real opportunities to make people and businesses safer, more secure, and more successful. That’s why working with MMA is a career that matters.


General Summary

Contributes to revenue growth by developing a deep understanding of clients’ business, strategic priorities, risk strategies and risk management needs and assisting in the implementation of various solutions that meet those needs.  


Areas of Responsibilities include but are not limited to:

  • Exposure Analysis, coordination of coverage, program design and evaluation
  • Servicing, renewing, and marketing new and renewal business insurance accounts
  • Review policies for correct coverage, limits and premiums quoted
  • Prepare exposure comparisons, premium comparisons, renewal reviews and renewal proposals to include guaranteed cost and loss sensitive programs
  • Direct communication with clients, underwriters, brokers and others
  • Obtain various underwriting information and pricing
  • Endorsement processing
  • Loss runs reviewed monthly, quarterly or semiannual based on account premium and loss history
  • Actively participate in Client Claims 1/4ly Reviews
  • Support producers in obtaining underwriting information and rating of new business
  • Contribute to client retention through high quality and timely service

Qualifications

  • Effective oral and written communication and relationship building skills essential. 
  • Proficiency with agency management systems, Sagitta & ImageRight preferred, and proficient with Microsoft Office products, including Word, Power Point and Excel.
  • Exceptional time management and organizational skills. 
  • Must be a self-starter, demonstrate resourcefulness, and have good problem solving skills
  • Exhibit competent coverage, underwriting and risk management knowledge

Requirements

  • Minimum of 8 years’ experience in an agency or brokerage environment and demonstrated knowledge of Property & Casualty Insurance
  • High School Diploma required.  Associates or Bachelor’s degree preferred.
  • P&C licensure or ability to obtain within 90 days of employment required. 
  • Insurance designation or demonstrated coverage equivalent knowledge a must.  

We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. Marsh & McLennan Agency offers competitive salaries and comprehensive benefits and programs including: health and welfare benefits, tuition assistance, 401K, employee assistance program, career mobility, volunteer opportunities, and other programs. For more information about our company, please visit us at: http://marshmma.com/careers. 

Marsh & McLennan Agency (MMA) is a wholly owned subsidiary of Marsh, serving the risk prevention and insurance needs of middle market companies in the United States. MMA has access to broad resources and solutions across all of its sister companies under the Marsh & McLennan Companies (MMC) banner.

Through the strength of our management team, our geographic presence and our world class services, MMA provides public and private companies with risk management and employee benefit support that helps them flourish. We are proud to provide our clients with best-in-class services that meet their growing needs.


The applicable base salary range for this role is $64,700 to $120,400.The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs.Applications will be accepted until:August 28, 2027

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Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
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