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Client Relationship Manager

2 months ago

Scottsdale, Arizona, United States Marsh & McLennan Companies Full time

Company:

Marsh & McLennan Companies

Position Overview:
The Client Manager role is essential for effectively overseeing the workflow associated with the assigned portfolios.

Key Responsibilities:
- Serve as the primary liaison for clients, addressing inquiries, offering advice on coverage modifications, and clarifying contractual obligations.
- Educate clients about potential exclusions and risks, prepare necessary documentation before deadlines, and resolve any financial discrepancies.

- Collaborate and maintain communication with both internal teams (Sales Executives, Department Heads, Marketing, Claims, Accounting, Loss Control) and external stakeholders (Clients and Insurance Providers).

- Strategically plan and manage daily tasks, balancing new business, renewals, and ongoing service commitments to ensure timely completion and adherence to deadlines.

- Formulate and implement marketing strategies for new and renewal clients as needed.

- Review and update client applications and related information in the agency management system for the assigned portfolios.

- Oversee audits, cancellation notices, endorsements, certificates, and policy verifications.

- Conduct all activities in compliance with established policies and procedures.

- Participate in client meetings as required.

Qualifications:
Required:
- Minimum of 3 years of experience in commercial lines insurance.
- Licensed in Arizona for Property/Casualty or capable of transferring an existing license.
- Strong written and verbal communication skills for effective interaction with internal and external parties.
- Excellent organizational and multitasking abilities with a keen attention to detail.
- Proven ability to foster and maintain strong relationships with clients, carriers, and colleagues.
- Capability to work independently as well as collaboratively within cross-functional teams.
- Proficient in Microsoft Office Suite (Outlook, Word, Excel, PowerPoint).

Preferred:
- Some college education or technical training in a related field.
- Professional designations such as CIC, CPCU, CRM, or CISR.
- Familiarity with Sagitta and ImageRight systems.