Senior Client Manager - Business Insurance

Marsh Agency; Billings (MT); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Competitive pay

Performance incentives

Profit sharing

Benefits package

Job summary

Marsh Agency is seeking a Senior Client Manager in our Business Insurance department. You will partner with the sales team to manage high-level client accounts, drive retention, and identify growth opportunities while delivering exceptional service and risk management insights.

You will mentor, train, and develop in a collaborative environment, focusing on advanced client service for large commercial accounts and industry specialization.

Qualifications

• 5+ years of commercial insurance brokerage or agency experience.
• Strong knowledge of risks for large commercial accounts and industry best practices.
• CPCU or CIC designations are a plus.
• Excellent client service and relationship-building capabilities.
• Ability to collaborate with sales teams and identify growth opportunities.

Responsibilities

• Manage day-to-day client relationships and accounts with high service levels and responsiveness.
• Coordinate and produce insurance proposals, stewardship reports, analytics and market commentary.
• Provide insurance coverage analysis and recommendations for improved or additional coverage.
• Maintain accurate client records in the agency management system.
• Identify and pursue up-sell and cross-sell opportunities with colleagues.
• Ensure effective and efficient customer service in collaboration with the sales/service team.
• Adhere to policies, procedures, workflows and maintain confidentiality.

Skills

Client relationship mgmt

Strategic account mgmt

Insurance knowledge

Communication skills

Sales support

Emotional intelligence

Education

CPCU or CIC designation

Job 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.

We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. We are always seeking those with ethics, talent, and ambition who are interested in joining our client-focused teams.

Marsh is committed to providing an inclusive work environment. We aim to attract and retain the best, most qualified people and value colleagues of all backgrounds, without regard to age background, disability, ethnic origin, family duties, 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.

Marsh and its affiliates are EOE Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers.

If you require an accommodation during the application or interview process, please let us know by contacting [e-mail] .

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