Client Manager - Commercial Insurance

Los Angeles, California
Not Specified
Jun 26, 2024
Aug 25, 2024
Customer Service
Job Type
Not Specified
Career Level
Not Specified

The Client Manager will provide advanced technical support to Client Executive Service as well as continue to perform the Client Administrator duties for existing clients, working in conjunction with other team members. In addition, the Client Manager may occasionally perform in the capacity of a Client Executive Service for specifically assigned accounts preparing for and providing renewal and new business presentations.

Essential Duties & Responsibilities
  • Continue to perform all duties of a Client Administrator at an above average level while assisting Client Executive in analyzing coverages and claims data for new and renewal business.
  • Proactively prepare renewal specifications and rough draft proposals.
  • Assist with and/or manage the marketing of renewal business as directed by Client Executive.
  • Prepare experience modification projections using Intellicomp or other available software.
  • Review accuracy of experience modification calculations published by state rating agencies/bureaus.
  • Timely review policy checking notes from policy checkers and make corrections to the policy as necessary. Review issues with Client Executive as necessary. As needed, check policies on your own as needed if time allows or a rush situation. Manage the timely delivery of the policies to the client either via email, in person or via online portal. Assist Client Executives in completion of Stewardship Reports.
  • Review loss run and claim status reports.
  • Prepare Loss Summaries and Large Loss Reports.
  • Periodic visits to clients with Client Executive, including active participation in new business and renewal preparation and presentation.
  • Assist with collections of Accounts Receivables.
  • Participate in E&O Audits.
  • Establish and consistently maintain effective and positive working relationships with Associates and clients.
Education and/or Experience
  • Minimum of 3 years industry experience showing increasing responsibility directly related to the performance of the above duties
  • Maintain a valid unrestricted Property & Casualty license.
  • Advanced insurance designations applicable to the above duties strongly preferred as well as a willingness to pursue continuing education and professional development.
  • Excellent understanding of insurance terminology, the functions of an insurance brokerage agency and the various lines of commercial insurance.
  • Proficiency with MS Office Software (Word, Excel, Outlook).
  • Prioritize tasks, set and achieve goals, think logically in solving problems and present results neatly, with clarity and precision in both oral and written form

The applicable base salary range for this role is $60,000 to $128,000. The base pay offered will be determined on factors such as experience, skills, training, location, certifications, and education. 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.

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, tuition assistance, 401K, employee assistance program, domestic partnership benefits, career mobility, employee network groups, volunteer opportunities, and other programs. For more information about our company, please visit us at: