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Private Client Services - Small Business Solutions Client Manager

Location: San Antonio, Texas, United States

Company: Marsh

Job ID R_047313-en

The Small Commercial Account Manager will work with high net worth clients on their commercial accounts. This individual will review client exposures, loss experience and current coverages and recommends appropriate products and services.  Presents clients with accurate market data from appropriate resources to advise and counsel on complex risks.

Provides proactive day-to-day client service by anticipating and evaluating client needs and responding to client questions and issues in person, over the phone or via email. Manages client accounts receivables to ensure timely collection of premiums and payments to carriers.

Understands, introduces and leverages the services of PCS Specialty Practices areas, as appropriate, including surplus lines placements.

Conducts Client Advisory Reviews via face to face meetings.  On larger or more complex clients a manager/colleague will be present.

Implements and maintains a quality service plan ensuring the accuracy of binders, policies, and other relevant documents that are delivered to clients.

Communicates client’s risk solution and binding instructions to carriers.

Responsible for new business development of assigned book of business through referrals and expanding existing client programs. Accountable for client retention through delivery of exceptional client service.

Builds relationships with clients, Marsh colleagues and centers of influence that facilitate asking for and receiving high quality referrals that become clients.

Implements and maintains a quality service plan ensuring the accuracy of binders, policies, and other relevant documents that are delivered to clients.

Manages client accounts receivables to ensure timely collection of premiums and payments to carriers.

Qualifications:

  • Bachelor’s degree preferred

Experience

  • 3-5+ years personal insurance background required with some client facing experience, some exposure to small commercial accounts and carriers preferred

Knowledge and skills (general and technical)

  • Able to independently quote most coverages for existing clients and has familiarity with excess & surplus placements.
  • Demonstrates an understanding of cultivating opportunities from within their client’s centers of influence
  • Excellent verbal & written communication skills
  • Ability to work well in a team environment
  • Excellent technical and computer skills (MS Office etc)
  • Maintains confidentiality and professionalism
  • Adheres to policies, practices & procedures
  • Client service orientation with balance on managing expectations

Other requirements (licenses, certifications, specialized training)

  • Holds appropriate P&C License. Professional designations a plus, e.g. CPCU, CIC, etc.
  • Flexible to travel as client and company needs require

Marsh is a global leader in insurance broking and risk management. In more than 130 countries, our experts in every facet of risk and across industries help clients to anticipate, quantify, and more fully understand the range of risks they face. We work with clients of all sizes to define, design, and deliver innovative solutions to better quantify and manage risk. We offer risk management, risk consulting, insurance broking, alternative risk financing, and insurance program management services to businesses, government entities, organizations, and individuals around the world. To every client interaction we bring an unmatched combination of deep intellectual capital, industry-specific expertise, global experience, and collaboration. Since 1871, clients have relied on Marsh for trusted advice, to represent their interests in the marketplace, make sense of an increasingly complex world, and help turn risks into new opportunities for growth. Our more than 30,000 colleagues work on behalf of our clients, who are enterprises of all sizes in every industry, and include individuals, multinational organizations, and government entities worldwide. We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. Visit www.marsh.com for more information and follow us on LinkedIn and Twitter @MarshGlobal

Marsh and its separately incorporated operating entities around the world are part of Marsh & McLennan Companies, a publicly held company (ticker symbol: MMC).

Marsh & McLennan Companies 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://www.mmc.com/. We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. For more information, please visit us at: www.mmc.com/diversity.

Marsh & McLennan Companies and its Affiliates are EOE Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers.

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