Senior Customer Service Analyst

Marsh; Urbandale (IA); Remote; USD 46,000 - 98,000; Full time

Benefits offered by this job

Health benefits

Tuition assistance

401K

Employee assistance program

Job summary

Marsh Risk seeks a Commercial Lines Account Manager to support a defined book of franchise-sponsored business owner accounts, guiding enrollment, renewal, and ongoing service.

The role combines client service, quoting, and policy servicing, with opportunities to expand into additional commercial coverages. Remote work is possible, with licensing supported after hire.

Qualifications

• Strong customer service, communication, organization, and follow-through skills.
• Ability to communicate professionally with business owners, carriers, and internal service teams.
• Ability to manage multiple accounts, deadlines, client requests, and follow-up activities.
• Comfortable learning insurance products, carrier portals, agency management systems, quoting tools, and established business processes.
• High school diploma or equivalent required; additional education or relevant experience preferred.
• Property and casualty insurance license preferred. Candidates not licensed must obtain within 90 days after hire.

Responsibilities

• Serves as a primary point of contact for assigned franchise-sponsored business owner accounts and responds to client inquiries by phone and email within established service-level agreements.
• Guides clients through enrollment, renewal, and ongoing account service activities by gathering information, answering questions, and coordinating next steps.
• Helps identify and facilitate additional commercial coverage needs, including Workers Compensation, EPLI, flood, earthquake, property, excess liability, and other products.
• Reviews applications, supplemental forms, exposure information, and other underwriting documentation for completeness and accuracy.
• Obtains quotes through established carrier portals and coordinates account submissions with carriers and internal partners as appropriate.
• Prepares quote comparisons, proposals, coverage summaries, renewal materials, and other client or internal documentation.
• Explains available coverage information, policy details, quote differences, underwriting requirements, and next steps in a clear and professional manner.
• Coordinates binding, policy issuance, endorsements, cancellations, audits, certificates and other policy servicing requests with the appropriate teams.
• Maintains accurate account records, client communications, follow-up items, renewal dates, documentation, and activity notes in agency systems while meeting quality, productivity, and service expectations.

Skills

Customer service

Professional communication

Organization

Follow-through

Education

High school diploma or equivalent

Tools

Carrier portals

Agency management systems

Quoting tools

Job description

At Marsh Risk, our account management professionals are trusted partners to clients, helping them navigate important business decisions and manage their insurance needs. As part of FAAS—Franchise, Agents, and Affinity Solutions—you will support a defined book of franchise-sponsored business owner accounts and serve as a key point of contact throughout the insurance process.

The Commercial Lines Account Manager helps business owners complete enrollment and renewal activities for the core Business Owners Policy “BOP” solution and facilitates additional commercial coverage needs, such as Workers’ Compensation, EPLI, flood, earthquake, property, and excess liability. The role combines client service, insurance education, quoting, account coordination, and policy servicing.

This position is well suited for someone who is organized, comfortable communicating with business owners, eager to learn, and willing to take on increasingly complex commercial coverage needs over time. Commercial insurance experience and an active license are preferred, but we are willing to train the right candidate and support required licensing after hire.

This position has the ability to be remote.

Job Profile Description

• Serves as a primary point of contact for assigned franchise-sponsored business owner accounts and responds to client inquiries by phone and email within established service-level agreements.
• Guides clients through enrollment, renewal, and ongoing account service activities by gathering information, answering questions, and coordinating next steps.
• Helps identify and facilitate additional commercial coverage needs, including Workers Compensation, EPLI, flood, earthquake, property, excess liability, and other products.
• Reviews applications, supplemental forms, exposure information, and other underwriting documentation for completeness and accuracy.
• Obtains quotes through established carrier portals and coordinates account submissions with carriers and internal partners as appropriate.
• Prepares quote comparisons, proposals, coverage summaries, renewal materials, and other client or internal documentation.
• Explains available coverage information, policy details, quote differences, underwriting requirements, and next steps in a clear and professional manner.
• Coordinates binding, policy issuance, endorsements, cancellations, audits, certificates and other policy servicing requests with the appropriate teams.
• Maintains accurate account records, client communications, follow-up items, renewal dates, documentation, and activity notes in agency systems while meeting quality, productivity, and service expectations.

Required Qualifications

• Strong customer service, communication, organization, and follow-through skills.
• Ability to communicate professionally with business owners, carriers, and internal service teams.
• Ability to manage multiple accounts, deadlines, client requests, and follow-up activities.
• Comfortable learning insurance products, carrier portals, agency management systems, quoting tools, and established business processes.
• High school diploma or equivalent required; additional education or relevant experience preferred.
• Property and casualty insurance license preferred. Candidates who are not currently licensed must be willing to obtain the required license within 90 days after hire.

Preferred Qualifications

• Experience in commercial insurance, account management, underwriting, financial services, customer service, or a related field.
• Familiarity with business owner policies, workers compensation, commercial property, general liability, excess liability, EPLI, flood, earthquake, or other commercial coverages.
• Experience reviewing applications, gathering client information, obtaining quotes, preparing comparisons, or coordinating policy service requests.
• Experience working with carrier portals, customer relationship management systems, agency management systems, or other insurance technology.
• Active property and casualty insurance license.

Career Advancement

This role provides a structured opportunity to build commercial insurance expertise while working with business owners and experienced insurance professionals across Marsh McLennan. Employees will gain exposure to BOP enrollment, renewal management, ancillary coverage quoting, carrier portals, client consultation, and account servicing.

As knowledge and experience develop, career opportunities may include advancement to other commercial insurance and client-service leadership roles. High-performing employees may also have opportunities to support complex accounts, mentor colleagues, and take on broader client or market responsibilities.

Why Join FAAS at Marsh Risk

FAAS combines the resources, expertise, and global reach of Marsh Risk with a focused approach to serving franchise and affinity business owners. You will join a collaborative team that values client relationships, continuous learning, and practical solutions. This is an opportunity to make a meaningful difference for business owners while developing a long-term career in commercial insurance.

Marsh (NYSE: MRSH) is a global leader in risk, reinsurance and capital, people and investments, and management consulting, advising clients in 130 countries. With annual revenue of over $27 billion and more than 95,000 colleagues, Marsh helps build the confidence to thrive through the power of perspective. For more information, visit marsh.com, or follow us on LinkedIn and X.

Marsh 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, 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. If you have a need that requires accommodation, please let us know by contacting [e-mail].

The applicable base salary range for this role is $46,000 to $97,800.

The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.

We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs.

Applications will be accepted until: January 25, 2027