Regional Client Retention Strategist

Marsh; Morristown (NJ); Ibrido; USD 93.000 - 197.000; Tempo pieno

Vantaggi offerti da questo lavoro

Hybrid work environment

Descrizione del lavoro

Marsh is hiring a (BCS) Client Retention Strategy Manager - Regional to lead regional retention initiatives, manage escalation processes, and coordinate cross-functional teams to address service challenges and protect revenue. You will translate insights into durable improvements across client experiences and renewal strategies, working with executives and operations leaders.

The role requires 7+ years in insurance operations, strong analytical and communication skills, and the ability to

Competenze

• 7+ years in insurance brokerage, carrier, or risk services operations with exposure to client and/or operations service delivery.
• Demonstrated ownership of complex client escalations through resolution, including senior stakeholder communication.
• Working knowledge of the brokerage service lifecycle, including onboarding, placement support, policy issuance/checking, endorsements, certificates, invoicing, claims advocacy, and renewal servicing.
• Strong analytical capability to interpret operational data, identify trends and root causes, and build a defensible case for change.
• Proven ability to influence and deliver results across functions without direct reporting authority.
• Root-cause orientation and a continuous improvement mindset.
• Client empathy with commercial judgment and decisiveness under pressure.
• Pattern recognition and systems thinking.
• Influence, negotiation, and disciplined follow-through.
• Clear executive communication, written and verbal.

Mansioni

• Own the regional escalation intake-to-resolution process, including tiering, response SLAs, root-cause diagnosis, corrective action plans, and client communication in partnership with the client executive.
• Maintain and manage the regional at-risk register, including risk rating, drivers, revenue exposure, renewal timing, and stabilization status, and lead stabilization plans with clear exit criteria.
• Lead cross-functional resolution teams across BCS value streams and operations leaders, influencing without direct authority and escalating to the CCRO with recommendations when required.
• Monitor solution sustainment through checkpoints such as 30/60/90 days, re-open issues when indicators regress, and convert durable fixes into standard practices including procedures, job aids, training, and system configuration.
• Build and calibrate early-warning triggers and thresholds using operational, relationship, structural, and commercial signals, and run a standing regional risk review cadence.
• Set, socialize, and hold teams accountable to service delivery standards including responsiveness, accuracy, proactivity, documentation, and client communication.
• Provide executive-ready reporting to the CCRO on themes, systemic gaps, and remediation progress, and partner with technology and process owners to scale fixes.

Conoscenze

Client retention

Escalation management

Influence without authority

Executive communication

Analytical thinking

Formazione

Bachelor’s degree or equivalent

Descrizione del lavoro

Marsh is hiring a (BCS) Client Retention Strategy Manager - Regional to lead regional retention initiatives, manage escalation processes, and coordinate cross-functional teams to address service challenges and protect revenue. You will translate insights into durable improvements across client experiences and renewal strategies, working with executives and operations leaders.

The role requires 7+ years in insurance operations, strong analytical and communication skills, and the ability to