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Client Manager
Location:
Aliso Viejo, CA
Description:
CLIENT M A N A GER DEP A R T MEN T : COMMERCI A L - Business Class Team SUMM A RY The Client Manager will provide advanced technical support to Client Executive Service as w ell as continue to perform the Client Administrator duties for existing clients, working in conjunction w ith other team m e mbers. In addition, the Client Manager ma y occasionall y perform in the capacit y of a Client Executive Service for specificall y assigned accounts preparing for and providing rene w al and ne w business presentations. ESSEN T I A L DU T IES & RESPONSIBILI T IES * 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 ne w and rene w al business. * Proactivel y prepare rene w al specifications and rough draft proposals. * Assist w ith and/or manage the marketing of rene w al business as directed b y Client Executive. * Prepare experience modification projections using Intellicomp or other available soft w are. * Revie w accurac y of experience modification calculations published b y state rating agencies/bureaus.* T i mel y review polic y checking notes fr o m polic y checkers and make corrections to the polic y as necessar y . * Review issues with Client Executive as necessar y . As needed, check policies on y our o w n as needed if time allo w s or a rush situation.* Manage the timel y deliver y of the policies to the client either via email, in person or via online portal. * Revie w loss run and claim status reports. * Prepare Loss Summaries and Large Loss Reports. * Periodic visits to clients w ith Client Executive, including active participation in ne w business and rene w al preparation and presentation. * Assist w ith collections of Accounts Receivables. * Participate in E&O Audits. * Establish and consistentl y maintain effective and positive w orking relationships with Associates and clients. EDUC A T ION A ND/OR EXPERIENCE * Bachelor's degree plus 2-3 y ears of dail y World Class Client service is required; or, a minim u m o f 3 y ears industr y experience sho w ing increasing responsibilit y directl y related to the performance of the above duties including 2-3 y ears of dail y World Class Client service. * Maintain a valid unrestricted California Fire & Casualty Solicitors license. * Advanced insurance designations applicable to the above duties strongl y preferred as w ell as a willingness to pursue continuing education and professional development. * Significantl y exceed expectations in existing position if currentl y employed at Marsh & McLennan Agenc y . * Excellent understanding of insurance terminolog y , the functions of an insurance brokerage agenc y and the various lines of commercial insurance. * Proficienc y w ith MS Office Software ( Word, Excel, Outlook). * Prioritize tasks, set and achieve goals, think logicall y in solving problems and present results neatl y , with clarit y and precision in both oral and w ritten form. WORK ENVI R ONMEN T & PHYSIC A L DEM A NDS * Abilit y to use computer ke y board and sit in a stationar y position for extended periods as w ell as the use of office equipment such as fax and cop y machines, and telephones. * W o rk is performed in a t y pical interior/office w ork environment. * Occasional travel to client sites ma y be required. Travel ma y consist of an overnight sta y . * Individual shall not pose a direct threat to the health or safet y of other individuals in the w orkplace.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: http://marshmma.com/careers. Requisition #: R_2619776ahf9io63
Company:
Marsh McLennan Agency
Posted:
April 16 on InsuranceJobs
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More About this Listing: Client Manager
Client Manager is a Jobs Client Manager Job at Marsh McLennan Agency located in Aliso Viejo CA. Find other listings like Client Manager by searching Oodle for Jobs Client Manager Jobs.
Client Manager is a Jobs Client Manager Job at Marsh McLennan Agency located in Aliso Viejo CA. Find other listings like Client Manager by searching Oodle for Jobs Client Manager Jobs.