Client Manager - Business Insurance

Marsh•Billings, MT

About The Position

Marsh Agency’s Business Insurance team is seeking a passionate, people-oriented customer service professional to deliver insurance and risk management service to clients. The Client Manager manages day-to-day client interactions and accounts, supports a smooth client experience, and builds strong, lasting client relationships. The role offers access to mentorship, training, resources, and development, with opportunities to advance and specialize in high-level client service and industry areas. The position works collaboratively with sales and service colleagues to provide client-focused service, represent the Marsh brand with excellence and integrity, and contribute to shared team success.

Requirements

Extensive knowledge of risks associated with large commercial accounts, including emerging, cyber, regulatory and compliance, and operational risks.
Strong understanding of commercial property and casualty insurance brokerage or agency work in marketing, consulting, and risk management.
Demonstrated client-service orientation and commitment to exceptional customer service and support.
Ability to communicate effectively and build positive relationships with clients, colleagues, and carriers.
Strong attention to detail, organization, accuracy, and ability to meet deadlines.
Ability to adapt to changing industry conditions and client needs.
Commitment to learning, professional development, and Marsh’s core values: accountability, balance, excellence, integrity, respect, and humanity.

Nice To Haves

At least 5 years of commercial industry and product line experience.
CPCU or CIC designation.

Responsibilities

Manage day-to-day client relationships and accounts, providing responsive, high-level service.
Respond to coverage inquiries and provide commentary, 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 and benchmarking, market commentary, and other client deliverables.
Assist sales executives on calls and client meetings.
Review and evaluate submissions and proposals prepared by the Client Relations team.
Collaborate with colleagues to analyze insurance coverage and recommend improved or additional coverage.
Maintain accurate, up-to-date customer records in the agency management system.
Work with colleagues to identify and follow through on upsell and cross-sell opportunities.
Ensure the designated sales and service team provides effective and efficient customer service.
Follow organizational policies, procedures, sales and service standards, and established workflows.
Maintain quality control through proper file documentation and maintenance, and protect confidential information.