Senior Client Manager - Business Insurance

Marsh McLennan; Billings (MT); Presencial; USD 90.000 - 120.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Competitive compensation

Incentives program

401K and benefits

Descripción de la vacante

Marsh McLennan Agency seeks a Senior Client Manager to lead high-level client relationships for large commercial accounts, partnering with the sales team to drive retention and growth. You will guide coverage analyses, risk management strategies and client deliverables, while coordinating with Client Relations and maintaining accurate records.

The role emphasizes exceptional customer service, strategic planning, and adherence to organizational policies.

Formación

• Extensive knowledge of risks associated with large commercial accounts.
• At least 5 years of commercial industry experience with property and casualty insurance.
• CPCU or CIC designations are a plus.
• Strong client service orientation and ability to collaborate with sales teams.

Responsabilidades

• Manage day-to-day client relationships and accounts with high service levels.
• Coordinate and produce insurance proposals, stewardship reports, analytics and market commentary.
• Provide insurance coverage analysis and risk management recommendations.
• Update customer information in the agency management system with accuracy.
• Identify and pursue up-sell and cross-sell opportunities with colleagues.

Conocimientos

Client management

Relationship management

Insurance knowledge

Sales support

Attention to detail

Descripción del empleo

Company:

Marsh McLennan Agency

Description:

The Job

Marsh Agency’s Business Insurance department is looking for a passionate and people-oriented customer service professional to develop, implement and deliver outstanding insurance and risk management customer service to our clients. As a Senior Client Manager, you will serve as the primary strategic partner with the sales team on new and existing key accounts, managing high-level relationships, driving retention, and identifying growth opportunities. Key skills include high emotional intelligence, strategic planning, and expertise in client management. We’ve created a promising career path with opportunities to move up the ladder and specialize in high-level client service and industry focuses as you move forward.

We will give you access to mentorship, training, resources, and development to ensure your success, but you will need to supply the drive and desire to be a Marsh Agency professional. Our ideal candidate is hungry, humble and smart- they don’t stop short of excellence and are driven to do what’s best for their clients, colleagues, and communities.

From admin to accounting and everything in between, we believe our team is all in sales together. We’re dedicated to representing our brand with excellence and integrity in every interaction. We collaborate with intention and know every one of us plays a vital role in our shared success.

What You’ll Be Doing

• Manage day-to-day client relationships and accounts by providing high level of service and responsiveness to client’s needs. Provide commentary on coverage inquiries, contract review, analytics and market feedback, offer guidance on claims and risk control and coordinate administrative questions with Client Relations.
• Coordinate and produce insurance proposals, stewardship reports, analytics/benchmarking, market commentary and other client deliverables. Be prepared to assist sales executives on calls and client meetings. Review and evaluate submissions and proposals prepared by Client Relations team.
• Analysis: Collaborate with colleagues to provide customers with insurance coverage analysis and recommendations for improved or additional coverage.
• Update customer information: keep accurate, up-to-date records on customers in our agency management system. You enjoy being organized and maintain accuracy at all levels.
• Up sell & cross sell: work with your colleagues to find and follow-through on up-sell and cross-sell opportunities.
• Customer service: ensure that you and your designated sales and service team provide effective and efficient customer service.
• Plus (the fine print): you’ll follow organization policies and procedures, sales and service standards and established workflows. You’ll ensure quality control through proper file documentation and maintenance. You’ll maintain confidentiality and be an all-around awesome member of our team.

Who We’re Looking For

• You have extensive knowledge of risks associated with large commercial accounts emerging risks, cyber risk, regulatory and compliance risks, operational risks, etc. We prefer you have at least 5 years of commercial industry and product line experience with a strong understanding of commercial property and casualty insurance brokerage or agency experience in marketing, consulting and risk management. CPCU or CIC designations are also a plus.
• You’re a client service advocate. You’re passionate about delivering an exceptional level of customer service and support.
• You’re ready to throw all stereotypes of "insurance" out the window and love your job.
• You’re smart. You understand business and people.
• You’re good with people, even on the bad days. Good customer service is just part of who you are, and you love making people happy.
• You’re a team player. You maintain positive relationships with your colleagues—and you enjoy it.
• You’re that person everyone can depend on —to pay attention to details, to make deadlines, to be accurate and complete when interacting with clients, colleagues and carriers.
• You love to learn. You’re earnest about improving and pursuing professional development.
• You can adapt —because our industry changes constantly and so do the needs of our clients. You’re good at staying on your toes.
• You’re ready for a meaningful change. No more corporate vanilla structure for you. (Yes, an insurance company really just said that.)
• You embrace our core values: accountability, balance, excellence, integrity, respect and humanity.

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.

The Perks:

We take pride in providing our colleagues with a competitive compensation package; we will honor all local and state salary thresholds. The base pay offered will be determined on factors such as experience, skills, training, location, certifications, and education. Additionally, this position may be eligible for performance-based incentives, annual profit sharing and a benefits package that includes paid paternity/maternity leave, medical leave, 401K savings and other wellbeing programs. Decisions will be determined on a case-by-case basis.

Who _ you _ are is who _ we _ are.

Marsh McLennan is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age background, disability, ethnic origin, 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. If you have a need that requires accommodation, please let us know by contacting [e-mail]

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