Senior Client Manager - Business Insurance

Marsh McLennan Agency-Northwest

$80K — $95K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • 5+ years in commercial insurance with expertise in property and casualty brokerage.
  • Strong understanding of risks related to large commercial accounts.
  • CPCU or CIC designations are advantageous.
  • Proficient in client management with high emotional intelligence.
  • Ability to adapt to changing industry landscapes and client needs.
  • Strong dedication to exceptional customer service and support.

Responsibilities

  • Manage daily client relationships, ensuring exceptional service and responsiveness.
  • Prepare and coordinate insurance proposals and analytical reports.
  • Collaborate on insurance coverage analysis and improvement recommendations.
  • Maintain organized and up-to-date customer records in the agency management system.
  • Identify and pursue up-sell and cross-sell opportunities with clients.
  • Ensure efficient customer service delivery with the sales and service team.
  • Adhere to organizational policies, ensuring quality control and confidentiality.

Benefits

  • Competitive compensation package honoring local and state salary thresholds.
  • Eligibility for performance-based incentives and annual profit sharing.
  • Paid paternity/maternity and medical leave.
  • 401K savings plan and additional wellbeing programs.
Full Job Description
The Job

Marsh McLennan 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.

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.

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