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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 Relationship Manager is tasked with the proactive oversight of the workflow associated with the assigned portfolios.

Key Responsibilities:
- Serve as the primary liaison for clients, addressing inquiries, providing insights on coverage modifications and contractual obligations, and educating clients on policy exclusions and risks.
- Prepare necessary documentation prior to policy expiration and resolve any discrepancies in accounts.
- Maintain ongoing communication and collaborate with both internal teams (Sales Executives, Department Heads, Marketing, Claims, Accounting, Loss Control) and external stakeholders (Clients and Insurance Providers).
- Strategically plan, prioritize, and manage daily tasks, ensuring timely completion of new business, renewals, and service requests while meeting all internal and external deadlines.
- Develop and implement marketing strategies for new and renewal business as required.
- Review and update client applications and relevant information in the agency management system for the assigned portfolios.
- Oversee audits, cancellation notices, endorsements, certificates, and policy verification processes.
- Conduct business in alignment with established policies and procedures.
- Attend client meetings as necessary.

Qualifications:
Required:
- Minimum of 3 years experience in commercial lines insurance.
- Licensed in Arizona for Property/Casualty (or ability to transfer existing license).
- Strong written and verbal communication skills for effective interaction with internal and external parties.
- Excellent organizational, time management, and multitasking abilities with a keen attention to detail.
- Proven ability to foster and maintain strong relationships with clients, carriers, and colleagues.
- Capacity to work independently as well as collaboratively within cross-functional teams.
- Proficiency in Microsoft Office Suite (Outlook, Word, Excel, PowerPoint).
Preferred:
- Some college or technical training in a related field.
- Professional designations such as CIC, CPCU, CRM, or CISR.
- Previous experience with Sagitta and ImageRight systems.