Hybrid Client Success & Retention Manager

Marsh; Urbandale (IA); Hybrid; USD 40,000 - 60,000; Full time

Job summary

Marsh in Urbandale, Iowa is seeking a customer-focused professional for a hybrid role requiring in-office presence at least three days per week. You will build strong client relationships, consult on products and services, and work with internal and external partners to resolve issues and improve retention.

You will manage client inquiries, document activities in the workflow system, and ensure timely follow ups while maintaining compliance and high service standards.

Qualifications

• High school diploma or GED required.
• 2+ years of client or customer service experience.
• Property & Casualty license or willingness to obtain within 30 days of hire (licensing in all 50 states within 90 days).

Responsibilities

• Perform critical client functions, including evaluating risks; developing solutions; articulating impact of options; leveraging prepared analytics and making recommendations to client across supported product line.
• Build and maintain relationships with clients to provide best in class service to drive growth and retention.
• Serve as a client contact for day-to-day needs and answers standard client questions to improve the client experience.
• Work closely with external and internal business partners to provide customer feedback and at times partner in creating resolutions.
• Keep abreast of changing market condition and understands and complies with all compliance, professional and transparency standards to better serve clients.
• 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 relations

Organization

Sales ability

Education

High school diploma or GED

Tools

MS Office Suite

Job description

Marsh in Urbandale, Iowa is seeking a customer-focused professional for a hybrid role requiring in-office presence at least three days per week. You will build strong client relationships, consult on products and services, and work with internal and external partners to resolve issues and improve retention.

You will manage client inquiries, document activities in the workflow system, and ensure timely follow ups while maintaining compliance and high service standards.