SanDiegoRecruiter Since 2001
the smart solution for San Diego jobs

Client Manager - Private Company

Company: Marsh & McLennan Companies
Location: San Diego
Posted on: January 14, 2021

Job Description:

Location 9171 Towne Centre Drive, San Diego, CA 92122, United States of America Category Customer Services Job Id R_102299 Under minimal supervision, this position provides technical advice and customer service to existing clients, and develops new accounts in accordance with MMA growth initiatives. Assist Client Executives in maintaining Business Insurance insurance policies, in accordance with company objectives and procedures. This requires an understanding of the client's needs, how to correctly place business in the market, with timely and accurate servicing of client transactions.--

  • Administratively support the Client Executives with the new and renewal process.
  • Track renewals to ensure the process is started in a timely manner.
  • Gather client information, current / renewal plan design and rate information, and historical claims experience data to submit for underwriting.
  • Follow up with underwriters to confirm receipt of submission progress and identify additional information needed, if any.
  • Update the Client Executives of the progress of the policy in moving toward a quote.
  • Provide day to day client service with the development of new accounts and retention of existing business.
  • Act as liaison for clients and carriers to research and resolve routine coverage, claim and administrative problems. Elevate unique or significant situations such as those involving E&O issues, contractual discrepancies and complex claims to the attention of the Client Executives and Client Managers.
  • Respond to client and carrier questions in a timely manner, requesting assistance from others on the team if needed.
  • Ensure the client data is accurate and current upon each renewal and throughout the policy period.
  • Prepare files and other records needed in accordance with departmental policies and procedures.
  • Responsible for reviewing insurance policy contracts, legal documents and other documents and correspondence for accuracy and to ensure that all material is issued properly.
  • Maintain agency management systems.--
  • Exhibit clear and organized file maintenance according to procedure with comprehensive documentation of account issues.
  • Maintain status reports as required.
  • Develop and maintain good relationships with others on the team and within the department.
  • Actively participate in department meetings and educational classes by sharing information and suggestions with others within the Department.
  • Maintain the professional standards established by the Company when working with clients.
  • All other duties as assigned. Education and/or Experience A service oriented individual with high personal standards and a hands-on work style is required for this position, as well as the ability to manage multiple tasks and deadlines, and adjusting priorities. A positive and approachable demeanor is needed to effectively interact with a large group of internal associates and external clients. In addition, the following is required:
    • Successful work history to include a minimum of 3 years experience in a professional office setting with a history of progressively greater responsibility for making administrative / procedural decisions and judgments is required. Preferably this experience will be with a carrier or brokerage with job tasks directly related to the above responsibilities.--
    • Secondary education such as associate or bachelor degree preferred.
    • Must attain and/or maintain a valid unrestricted California Property & Casualty license and meet continuing education requirements.
    • Must acquire and maintain strong technical Property & Casualty skills to include multiple insurance carrier rating, policy issuance and management information systems.--
    • Intermediate proficiency with MS Word and Excel as well as ability to operate standard office equipment - telephone, copier, fax and personal computer.
    • Demonstrated ability to think logically in solving problems and present results neatly, with clarity and precision in oral and written form.
    • Must have strong written and verbal communication skills. Work Environment & Physical Demands
      • Ability to use computer keyboard and sit in a stationary position for extended periods as well as the use of office equipment such as fax and copy machines, and telephones.--
      • Work is performed in a typical interior/office work environment. We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients.Marsh & McLennan Agency 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://marshmma.com/careers . Get tailored job recommendations based on your interests. Location 9171 Towne Centre Drive, San Diego, CA 92122, United States of America Category Customer Services Job Id R_106787 Client Managers may occasionally perform in the capacity of a Client Executive Service for specifically assigned accounts to oversee the preparation of and providing renewal and new business presentations.... Location 9171 Towne Centre Drive, San Diego, CA 92122, United States of America Category Customer Services Job Id R_107984 The Client Manager provides advice and assistance requiring technical and industry knowledge and client service skills to meet client needs and resolve difficulties. Guide and mentor Benefit Analysts throughout... Location 9171 Towne Centre Drive, San Diego, CA 92122, United States of America Category Customer Services Job Id R_097652 In addition, the Client Manager may occasionally perform in the capacity of a Client Executive Service for specifically assigned accounts preparing for and providing renewal and new business presentations.... Location 9171 Towne Centre Drive, San Diego, CA 92122, United States of America Category Customer Services Job Id R_110167 Client Executive Service associates act as a leader for the service team members to include Client Administrators and Client Managers, as well as Marketing and Risk & Loss associates as the need for their... Location 9171 Towne Centre Drive, San Diego, CA 92122, United States of America Category Customer Services Job Id R_097649 The primary focus of the Client Administrator is to provide technical support to Client Executives and to clients in maintaining Business Insurance insurance policies in accordance with the objectives...

Keywords: Marsh & McLennan Companies, San Diego , Client Manager - Private Company, Executive , San Diego, California

Click here to apply!

Didn't find what you're looking for? Search again!

I'm looking for
in category
within


Other Executive Jobs


3PL Assistant Manager - San Diego
Description: br br This position is for local residents only. br Sorry, Visa / sponsorship not available. br 3PL Assistant Manager br br Company Profile: br br Diakon Logistics is one of the largest (more...)
Company: Diakon Logistics
Location: San Diego
Posted on: 01/22/2021

Sr. Software Development Manager (TurboTax)
Description: Overview Come join the Intuit as a Senior Development Manager for TurboTax Platform Team. The TurboTax Platform team is responsible for managing the platform and tax engine that powers a 3.5 Billion (more...)
Company: Intuit
Location: San Diego
Posted on: 01/22/2021

Hospice Case Manager
Description: Hospice Case Manager - San Diego, CA We have an exciting new employment opportunity for a Registered Nurse Hospice Case Manager in San Diego, California. The Hospice Case Manager is responsible for coordinating (more...)
Company: Executive Search Solutions
Location: San Diego
Posted on: 01/22/2021


Manager 2 Data and Analytics
Description: OverviewIntuit is seeking a Senior Manager of Marketing Analytics to manage a small team of business data analysts focused on delivering personalized marketing experiences through marketing and experimentation (more...)
Company: Intuit
Location: San Diego
Posted on: 01/22/2021

Senior Development Manager - Marketing Platform
Description: OverviewCome join us as the Senior Development Manager of the Marketing Platform team for TurboTax Engineering. In this role you would leverage your hands-on and leadership expertise to expand our platform (more...)
Company: Intuit
Location: San Diego
Posted on: 01/22/2021

GRO (Global Regulatory Operations) Project Director
Description: Job Overview: The GRO Global Regulatory Operations Project Director works directly with senior management and business development to propose, defend, and then drive complex cross-functional development (more...)
Company: Covance
Location: San Diego
Posted on: 01/22/2021

Operations Manager
Description: This employee is a Cleanrooms On-Demand San Diego business unit Facility Solutions leader in providing operational support for facility and client activities. Responsibilities include ongoing operations (more...)
Company: Azzur Group LLC
Location: San Diego
Posted on: 01/22/2021

Senior Development Manager - Marketing Platform
Description: Overview Come join us as the Senior Development Manager of the Marketing Platform team for TurboTax Engineering. In this role you would leverage your hands-on and leadership expertise to expand our platform (more...)
Company: Intuit
Location: San Diego
Posted on: 01/22/2021

Director Operations
Description: Director Operations At our Company, we grow People, Brands, and Businesses We are seeking a highly dynamic talented Director of Operations to be responsible for executing overall operational strategy, (more...)
Company: Advantage Solutions
Location: San Diego
Posted on: 01/22/2021

Principal Scientist / Director, Discovery Biology, San Diego
Description: Principal Scientist / Director, Discovery Biology, San Diego, CA br br Job Description: br br We are looking for experienced and motivated biologist s to join our Discovery Biology group to drive (more...)
Company: Kelly
Location: San Diego
Posted on: 01/22/2021

Log In or Create An Account

Get the latest California jobs by following @recnetCA on Twitter!

San Diego RSS job feeds