Client Manager

4 weeks ago


Overland Park, Kansas, United States Marsh McLennan Full time

The Aviation Client Manger assists in the servicing of accounts; handling day-to-day workflow of the servicing process and effectively communicating with the Aviation Insurance Specialists and the CEO, MMA Aviation.

Duties /Responsibilities

  • Provides day-to-day client service to clients.
  • Responds to telephone inquiries with prospective and current customers on coverage and billing questions.
  • Communicates changes, adjustments and issues to clients, brokers and carriers.
  • Evaluates needs of customers and makes recommendations for improvement.
  • Processes and delivers renewal letters to current clients.
  • Checks policies and conducts research on issues relating to policies as needed.
  • Investigates & answers inquiries regarding coverage of existing policy schedules/ declarations.
  • Advises in selecting carrier quotes that match client needs.
  • Develops insurance and risk management program design.
  • Prepares client proposal that clearly outlines advantages of the MMA proposal.
  • Prepares certificates of insurance, policy change notices, schedules of insurance, and invoices.
  • Inputs designated service plan activities in agency management system (Sagitta) including follow-up items.
  • Requests endorsements as needed.
  • Process Audits
  • Online Quoting
  • Performs other duties as assigned.

Minimum Qualifications

High School Diploma or equivalent with 2-5 years insurance experience required. Associate's Degree with 5-8 years' experience preferred.

Additional Requirements

Licenses/Certification:

  • Property & Casualty License preferred
  • CISR and/or CIC designation preferred

Special Requirements/ Skills:

  • Working knowledge of aviation insurance coverage
  • Strong knowledge of Microsoft Word, Excel & Outlook
  • Strong computer/software competency
  • Strong working knowledge of Sagitta
  • Good typing skills: 40-45 wpm
  • Ability to use other general office equipment
  • Excellent customer service and phone etiquette
  • Ability to work well in a team environment
  • Exceptional attention to detail
  • Excellent oral and written communication skills
  • ​Strong time management and organizational skills

Work Environment:

  • Typical office environment

#Hybrid


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