Client Success & Retention Specialist (Hybrid)

Marsh Agency; Urbandale (IA); Hybrid; USD 42,000 - 54,000; Full time

Job summary

Marsh invites a talented individual to join our team in Urbandale, Iowa. This hybrid role requires in-office presence at least three days per week, with some remote work flexibility.

You will focus on building strong customer relationships and advising on products and services, collaborating with internal and external partners to resolve issues. You will evaluate risks, support retention, record activities in the workflow system, and ensure timely follow-up with clients, carriers and teams.

Qualifications

• High school diploma or GED required.
• 2+ years of client or customer service experience.
• Property & Casualty license or ability to obtain within 30 days of hire (licensing in all 50 states within 90 days).
• Proficient in MS Office Suite and able to work an 8-hour shift between 8:00 AM and 5:00 PM CT.

Responsibilities

• Evaluate risks; develop solutions; articulate impact of options; use analytics to advise clients across supported product line.
• Build and maintain relationships with clients to drive growth and retention.
• Serve as a primary client contact for day-to-day needs and respond to standard questions to improve experience.
• Collaborate with internal and external partners to gather feedback and help create resolutions.
• Stay informed on market conditions and comply with compliance, professional, and transparency standards.
• Manage and record all activities in the workflow system to ensure timely follow-up by client, carriers, client team and delivery of final policy.

Skills

Client service

Relationship building

Verbal communication

Written communication

Organization / multitasking

Education

High school diploma or GED

Tools

MS Office Suite

Job description

Marsh invites a talented individual to join our team in Urbandale, Iowa. This hybrid role requires in-office presence at least three days per week, with some remote work flexibility.

You will focus on building strong customer relationships and advising on products and services, collaborating with internal and external partners to resolve issues. You will evaluate risks, support retention, record activities in the workflow system, and ensure timely follow-up with clients, carriers and teams.