Business Insurance Client Manager

Location: Applicants must be within driving distance of the Alpharetta, Georgia office and able to commute at least three days per week.

Company

Marsh Agency provides business insurance, employee health and benefits, retirement, and private client insurance solutions through a local-consultant service model supported by hirify.global's global resources.

What you will do

• Manage client relationships, deliverables, proposals, stewardship materials, meetings, and special projects.
• Support new business and renewal activities, including gathering client information, exposure analysis, market submissions, premium and coverage comparisons, and renewal strategy.
• Coordinate carrier activities such as endorsements, coverage changes, bind orders, binders, non-admitted carrier due diligence, and premium allocation.
• Prepare client presentations, meeting agendas, fee agreements, supplemental applications, Acords, and other documentation.
• Review audits and contracts, address discrepancies, and provide general account service support.
• Mentor Account Associates and Senior Account Associates and support other Client Managers during high-volume periods.

Requirements

• 3–5 years of prior experience.
• Associate's or bachelor's degree, or equivalent work experience.
• Property and Casualty license and annual continuing education required.
• Intermediate to advanced experience with an agency management system and Microsoft Office; advanced Excel proficiency.
• Experience with account management, prioritization, organization, project management, carrier relationships, and renewal processes.
• Ability to manage smaller, less complex accounts under the guidance of the Client Team and Sales Collaboration.

Nice to have

• Advanced degree or coursework in RMIN, finance, or accounting.
• Progress toward an AAI, CISR, CIC, CRM, ARM, or CPCU designation.

Culture & Benefits

• Medical, dental, and vision insurance.
• 401(k) plan with company match, company-paid life and disability insurance, and stock purchase opportunities.
• Paid time off, volunteer paid time off, and an employee assistance program.
• Tuition reimbursement, professional development opportunities, career mobility, and employee networking groups.
• Charitable contribution matching programs and an inclusive workplace culture.