Client Manager

1. Remote Type: Hybrid – Expected to come in to the office 2-3 times a week.
2. Location: Aliso Viejo
3. Time Type: Full time

SUMMARY

The Client Manager will provide advanced technical servicing of their assigned book of business (new and existing clients) as well as working in conjunction with Producers and 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

1. Continue to perform all duties of a Client Manager at an above average level analyzing coverages and claims data for new and renewal business.
2. Proactively prepare renewal specifications and rough draft proposals.
3. Manage the marketing of renewal business as directed by Producers.
4. Occasionally, prepare experience modification projections using Intellicomp or other available software.
5. Review accuracy of experience modification calculations published by state rating agencies/bureaus.
6. Timely review policy checking notes from policy checkers and make corrections to the policy as necessary.
7. Review issues with Unit Manager and/or Producers as necessary. As needed, check policies on your own as needed if time allows or a rush situation.
8. Manage the timely delivery of the policies to the client either via email, in person or via online portal.
9. Review loss run and claim status reports.
10. Occasionally, prepare Loss Summaries and Large Loss Reports.
11. Periodic visits to clients with Producers, including active participation in new business and renewal preparation and presentation.
12. Assist with collections of Accounts Receivables.
13. Process and review carrier audits.
14. Participate in internal E&O Audits.
15. Establish and consistently maintain effective and positive working relationships with Associates and clients.

EDUCATION AND/OR EXPERIENCE

1. Bachelor’s degree plus 2-3 years of daily World Class Client service is required; or a minimum of 3 years industry experience showing increasing responsibility directly related to the performance of the above duties including 2-3 years of daily World Class Client service.
2. Maintain a valid unrestricted California Fire & Casualty Solicitors license.
3. Advanced insurance designations applicable to the above duties strongly preferred as well as a

• willingness to pursue continuing education and professional development.

1. Significantly exceed expectations in existing position if currently employed at Marsh & McLennan Agency.
2. Excellent understanding of insurance terminology, the functions of an insurance brokerage agency and the various lines of commercial insurance.
3. Proficiency with MS Office Software (Word, Excel, Outlook).
4. 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.

WORK ENVIRONMENT & PHYSICAL DEMANDS

1. Ability to use computer keyboard and sit in a stationary position for extended periods as well as the use of office equipment such as fax and copy machines, and telephones.
2. Work is performed in a typical interior/office work environment.
3. Occasional travel to client sites may be required.
4. Individual shall not pose a direct threat to the health or safety of other individuals in the workplace.

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 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: