Senior Client Manager - Commercial Insurance

Marsh & McLennan Companies Inc

San Diego, US
Base: $64,700 to $120,400; bonus/equity: performan...
On-site
Advanced technical support
Client manager duties
Renewal and new business presentations
The Sr. Client Manager will provide advanced technical support to Client Executive Service and perform Client Manager duties for existing clients, working in conjunction with other team members

Job Summary

  • The Sr. Client Manager will provide advanced technical support to Client Executive Service and perform Client Manager duties for existing clients, working in conjunction with other team members.
  • Responsibilities include analyzing coverages and claims data, developing marketing strategies, negotiating on behalf of clients, managing the renewal timeline, and preparing renewal specifications.
  • The role requires developing analytical, customer service, and communication skills to potentially perform as a Client Executive Service, including managing accounts with minimal supervision and assessing team member skills.

Matching Summary

The Sr. Client Manager will provide advanced technical support to Client Executive Service and perform Client Manager duties for existing clients, working in conjunction with other team members.

Salary

Base: $64,700 to $120,400; Bonus/Equity: performance-based incentives; Benefits: health and welfare benefits, tuition assistance, 401K savings and other retirement programs, employee assistance programs

Skills & Requirements

Must-have

  • advanced technical support
  • client manager duties
  • renewal and new business presentations
  • analyze coverages and claims data
  • develop marketing strategy
  • negotiate on client's behalf
  • manage client's annual timeline
  • review and analyze loss run reports
  • manage collections of Accounts Receivables
  • periodic visits to clients
  • proactive problem solving skills
  • demonstrate analytical skills
  • demonstrate customer service skills
  • demonstrate communication skills
  • manage accounts with minimal supervision
  • assess skills and knowledge of service team
  • delegate tasks as appropriate
  • ensure project is on time
  • good file maintenance
  • maintain Agency Management System
  • establish positive working relationships

Nice-to-have

  • willingness to pursue continuing education
  • significantly exceed expectations in existing position
  • strong understanding of Property and Casualty coverages
  • expertise recognized by colleagues and clients

Key Requirements

  • Bachelor’s degree plus 3-5+ years of daily World Class Client service
  • Minimum of 5+ years industry experience
  • Maintain a valid unrestricted California Fire & Casualty Solicitors license
  • Advanced insurance designations strongly preferred
  • 3 - 5 years of experience servicing a book with revenue of $750,000 or more
  • Proficiency with Microsoft Word, Excel and PowerPoint

Work Rights

Not specified

Tailored Resume

Cover Letter