Insurance Client Services Leader (Hybrid)

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

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.