Client Manager - Business Insurance

Marsh McLennan • Billings, MT

3d

About The Position

Marsh McLennan Agency’s Business Insurance team is seeking a client-focused professional to deliver insurance and risk management service. The Client Manager oversees day-to-day client interactions and accounts, supports strong client relationships, and helps ensure an excellent client experience. The role offers access to mentorship, training, resources, and development, with opportunities to advance and specialize in client service or industry areas.

The Client Manager works collaboratively with sales and service colleagues to analyze coverage, prepare client materials, support sales executives, maintain accurate account records, and identify opportunities to expand client relationships. The role follows organizational policies, service standards, and workflows, while maintaining quality documentation and client confidentiality.

Requirements

• Extensive knowledge of risks associated with large commercial accounts, including emerging, cyber, regulatory and compliance, and operational risks.
• At least 5 years of commercial industry and product-line experience is preferred.
• Strong understanding of commercial property and casualty insurance brokerage or agency work in marketing, consulting, and risk management is preferred.
• Strong client service orientation and commitment to responsive, exceptional customer support.
• Ability to build positive relationships with clients and colleagues and work effectively as part of a team.
• Attention to detail and ability to meet deadlines and provide accurate, complete information to clients, colleagues, and carriers.
• Adaptability to changes in the insurance industry and client needs.
• Interest in learning, improvement, and professional development.
• Commitment to the company’s core values of accountability, balance, excellence, integrity, respect, and humanity.

Nice To Haves

• CPCU or CIC designation.
• At least 5 years of commercial industry and product-line experience.
• Experience in commercial property and casualty insurance brokerage or agency, including marketing, consulting, and risk management.

Responsibilities

• Manage day-to-day client relationships and accounts, providing responsive service to client needs.
• Provide commentary on coverage inquiries, review contracts, provide analytics and market feedback, guide clients on claims and risk control, and coordinate administrative questions with Client Relations.
• Coordinate and prepare 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 and current customer records in the agency management system.
• Work with colleagues to identify and follow through on up-sell and cross-sell opportunities.
• Ensure the designated sales and service team delivers 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, protect confidentiality, and contribute as a collaborative team member.

Benefits

• Competitive compensation package; base pay depends on factors including experience, skills, training, location, certifications, and education.
• May be eligible for performance-based incentives.
• May be eligible for annual profit sharing.
• Benefits package that includes paid paternity/maternity leave, medical leave, 401(k) savings, and other wellbeing programs.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed