Senior Client Manager - Business Insurance

Marsh McLennan•Billings, MT

About The Position

Marsh McLennan Agency’s Business Insurance department is seeking a passionate, people-oriented customer service professional to develop, implement, and deliver insurance and risk management services. The Senior Client Manager is the primary strategic partner to the sales team for new and existing key accounts, managing high-level client relationships, driving retention, and identifying growth opportunities. The role calls for strong emotional intelligence, strategic planning, and client-management expertise. The company offers mentorship, training, resources, and development, with opportunities to advance and specialize in high-level client service and industry focuses. Team members collaborate across functions and are expected to represent the organization with excellence and integrity, contribute to shared success, and serve clients, colleagues, and communities. The role includes managing client relationships and accounts, advising on coverage and risk matters, coordinating and producing client deliverables, supporting sales executives, analyzing coverage needs, maintaining accurate customer records, and pursuing account growth through cross-selling and upselling. The Senior Client Manager follows organizational policies, workflows, and service standards; maintains quality documentation and confidentiality; and contributes as a dependable, collaborative team member. The position offers competitive compensation based on factors including experience, skills, training, location, certifications, and education. It may also include performance-based incentives, annual profit sharing, and benefits. Marsh McLennan describes its work environment as diverse, inclusive, and flexible, and provides accommodations for applicants who need them.

Requirements

Extensive knowledge of risks associated with large commercial accounts, including emerging, cyber, regulatory and compliance, and operational risks.
Strong client-management, strategic-planning, and emotional-intelligence skills.
Passion for exceptional customer service and support.
Business and interpersonal skills; ability to maintain positive relationships with clients and colleagues.
Attention to detail and ability to meet deadlines and provide accurate, complete information to clients, colleagues, and carriers.
Adaptability in a changing industry and in response to changing client needs.
Commitment to learning, professional development, and the company’s values of accountability, balance, excellence, integrity, respect, and humanity.
Ability to maintain confidentiality and follow policies, procedures, service standards, and workflows.

Nice To Haves

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

Responsibilities

Manage day-to-day client relationships and accounts, providing responsive, high-level service.
Comment on coverage inquiries, review contracts, provide 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 and procedures, sales and service standards, and established workflows.
Ensure quality control through proper file documentation and maintenance.
Maintain confidentiality and contribute as a dependable team member.