Business Insurance Client Services Manager

Marsh Agency; Orland Park (IL); Hybrid; USD 85,000 - 158,000; Full time

Benefits offered by this job

Generous time off, including personal

Tuition reimbursement and professional

Hybrid work

Charitable contribution match programs

Stock purchase opportunities

Job summary

Marsh Agency Midwest is seeking a Client Services Manager to lead a high-performing team delivering proactive, data-informed service for insured clients. You’ll inspire colleagues, coach Producers and Account Executives, and build lasting client relationships while ensuring efficient workflows across the client service platform.

Ideal candidates bring 2+ years in insurance account management, a Producers license or ability to obtain one within 75 days, and a track record of leadership.

Qualifications

• Producers License for Property/Casualty or Life/Health, as appropriate for role or able to obtain within 75 days of orientation
• 2+ years of experience at the Account Manager or comparable level within an insurance agency
• Previous management experience

Responsibilities

• Inspires team members to provide remarkable service to clients by building personalized relationships and serving as a fierce advocate for our clients
• Ensures team members understand the reasons we leverage procedures to improve efficiency and maintain professional service standards
• Drives consistency through service team in completing client service workflows and coaches staff to engage internal resources
• Coaches Producers and Account Executives on developing and maintaining productive working relationships with service team members
• Meets or exceeds established client service platform performance metrics and encourages feedback to improve processes
• Develops and maintains team knowledge of insurance carrier products, appetite, trends, and niche solutions
• Manages the implementation of the client service platform across all clients and gathers feedback for improvements

Education

BS/BA in business, management or related field

CPCU, CEBE, ARM or other professional designation

Job description

Our not-so-secret sauce. Award-winning, inclusive, Top Workplace culture doesn’t happen overnight. It’s a result of hard work by extraordinary people. The industry’s brightest talent drive our efforts to deliver purposeful work and meaningful impact every day. Learn more about what makes us different and how you can make your mark as a Client Services Manager at Marsh Agency.

Client Services Manager

Our not-so-secret sauce. Award-winning, inclusive, Top Workplace culture doesn’t happen overnight. It’s a result of hard work by extraordinary people. The industry’s brightest talent drive our efforts to deliver purposeful work and meaningful impact every day. Learn more about what makes us different and how you can make your mark as a Client Services Manager at Marsh Agency.

Marsh Agency helps people and organizations manage risk and prepare for the future through insurance, benefits, retirement, and wealth management strategies. We believe in hands-on proactive service, data-driven insights, and understanding how global events can impact local decisions. As a trusted partner, we show our clients what’s possible and guide them during every step of their journey.

Execution of Client Service

• Inspires team members to provide remarkable service to clients by building personalized relationships, understanding our clients’ business and industry, seeking new ways to solve their problems and serving as a fierce advocate for our clients
• Ensures team members understand the reasons we leverage procedures to improve efficiency, consistently executes our service platform, empowers measurable results, protects information and maintains professional service standards
• Drives consistency through service team in the completion of client service workflows and coaches staff to appropriately engage internal resources such as Process Support, procedure manuals and reporting tools to ensure efficiency and accuracy of execution
• Coaches Producers and Account Executives on developing and maintaining productive working relationships with service team members
• Meets or exceeds established client service platform performance metrics as designated by the Vice President, Client Services; encourages feedback to improve processes and efficiencies and enhance our client service platform
• Develops and maintains team members’ knowledge of insurance carrier products and appetite, market trends, and solutions for client industry niches served by the team
• Manages the implementation of the client service platform across all clients; obtains client feedback to improve service offerings and delivery, recommending changes through appropriate channels
• Demonstrates decision-making ability that considers multiple perspectives, possible consequences, and engages other stakeholders appropriately

Thought Leadership

• Operates as the agency technical expert in the area of client service platform and advocacy services
• Serves as a client service platform knowledge specialist directly with clients or as resource for the team
• Is involved in the industry through participation in external associations and events; forming and growing relationships with insurance carriers, service vendors and understanding the capabilities of our competitors

Build an Effective Team

• Fosters innovative thinking and encourages team members to put forth and participate in new ideas to improve the team and the company
• Fosters working relationships among team members and others that demonstrate our best and brightest characteristics
• Recruits and hires new team members with appropriate skills, experience, traits and competencies by following MMA Midwest’s hiring and interviewing best practices
• Monitors staff workloads and determines appropriate assignment of responsibility
• Communicates with team members through regular meetings following MMA Midwest’s best practices, including information on company updates, team performance and other information relevant to their roles
• Consistently uses the tools and follows best practices in our manager toolkit

Develop and Manage Direct Reports

• Executes onboarding process, oversees training and education and introduces to team members to ensure a smooth transition for new employees; assigns mentors and coordinates on-the-job learning as necessary
• Provides methods and resources in a coaching style manner to empower direct reports to find independent solutions
• Follows performance management process with direct reports on schedule, including individualized business and development goals developed in collaboration with each employee; fosters open communication on performance and accountability standards throughout the year
• Leads team members to achieving specific goals and objectives
• Appreciates individual accomplishments by utilizing recognition practices in a personalized way for each employee; share team success broadly and asks others to recognize as appropriate

Your Education and Experience

• Producers License for Property/Casualty or Life/Health, as appropriate for role or able to obtain within 75 days of orientation
• 2+ years of experience at the Account Manager or comparable level within an insurance agency
• Previous management experience

Preferred

• BS/BA in business, management or related field
• CPCU, CEBE, ARM or other professional designation

We know there are excellent candidates who might not check all of these boxes. Don’t be shy. If you’re close, we’d be very interested in meeting you.

Valuable Benefits.

We value and respect the impact our colleagues make every day both inside and outside of work. Our culture promotes colleague well-being through robust benefits programs and resources, professional and personal development opportunities, and fulfillment through meaningful work.

Some Benefits Included In This Role Are

• Generous time off, including personal and volunteering
• Tuition reimbursement and professional development opportunities
• Hybrid work
• Charitable contribution match programs
• Stock purchase opportunities

Who you are is who we are.

We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. We are always seeking those with ethics, talent, and ambition who are interested in joining our client-focused teams.

Marsh is committed to providing an inclusive work environment. We aim to attract and retain the best, most qualified people and value colleagues of all backgrounds, without regard to age background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, veteran status (including protected veterans), or any other characteristic protected by applicable law.

Marsh and its affiliates are EOE Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers.

If you require an accommodation during the application or interview process, please let us know by contacting [e-mail].

#MarshAgencyMidwest

The applicable base salary range for this role is $84,500 to $157,500.

The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.

We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs.