Job Abstract

CLIENT MANAGER 

DEPARTMENT: COMMERCIAL                                                                   
REPORTS TO: DIRECTOR OF CLIENT SERVICES 

SUMMARY 

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 

· 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.  

· Maintain a valid unrestricted California Fire & Casualty Solicitors license. 

· Advanced insurance designations applicable to the above duties strongly preferred as well as a 

willingness to pursue continuing education and professional development. 

· Significantly exceed expectations in existing position if currently employed at Marsh & McLennan 

Agency. 

· 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. 

WORK ENVIRONMENT & PHYSICAL DEMANDS 

· 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.   

· Work is performed in a typical interior/office work environment. 

· Occasional travel to client sites may be required.  Travel may consist of an overnight stay. 

·    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 $60,400 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. 

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