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 to clients. The Senior Client Manager serves as a primary strategic partner to the sales team on new and existing key accounts, managing high-level relationships, supporting retention, and identifying growth opportunities. The role calls for emotional intelligence, strategic planning, and expertise in client management. The position offers a career path with opportunities to advance and specialize in high-level client service and industry focuses, supported by mentorship, training, resources, and professional development. The successful candidate will represent the agency with excellence and integrity, collaborate with colleagues, and contribute to shared team success. The role includes managing client relationships and accounts, advising on coverage and risk-related matters, preparing client deliverables, supporting sales executives, reviewing work prepared by Client Relations, and maintaining accurate records. The Senior Client Manager also supports cross-selling and up-selling, ensures effective customer service, follows organizational standards and workflows, and maintains quality documentation and confidentiality.

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.
Strong client-service orientation and ability to provide exceptional customer service and support.
Ability to build and maintain positive relationships with clients, colleagues, and carriers.
Strong attention to detail and ability to meet deadlines and deliver accurate, complete work.
Ability to adapt to changing industry conditions and client needs.
Commitment to learning, improvement, and professional development.
Ability to embrace the company’s core values of 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.
Provide commentary on coverage inquiries, contract reviews, 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 up-selling and cross-selling 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.
Maintain quality control through proper file documentation and maintenance.
Maintain confidentiality and contribute as a dependable team member.

Benefits

Competitive compensation package, with applicable local and state salary thresholds honored.
May be eligible for performance-based incentives.
Annual profit sharing.
Paid paternity and maternity leave.
Medical leave.
401K savings.
Other wellbeing programs.
Mentorship, training, resources, and development opportunities.

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