Senior Client Manager - Business Insurance

Marsh McLennan Agency-Northwest • Billings, MT

1d

About The Position

Marsh McLennan Agency’s Business Insurance department is seeking a customer-service-oriented professional to deliver insurance and risk management services to clients. The Senior Client Manager serves as a strategic partner to the sales team on new and existing key accounts, manages high-level client relationships, supports retention, and identifies growth opportunities. The role offers mentorship, training, resources, and development, with opportunities to advance and specialize in high-level client service and industry areas.

The position manages day-to-day client relationships and accounts, coordinates client deliverables, assists sales executives, and collaborates with colleagues on coverage analysis and recommendations. It also involves maintaining accurate customer records, pursuing cross-selling and upselling opportunities, supporting effective customer service, and following organizational policies, workflows, service standards, and quality-control requirements. The role requires confidentiality and careful file documentation.

The ideal candidate brings extensive knowledge of risks associated with large commercial accounts, including emerging, cyber, regulatory and compliance, and operational risks. The employer prefers at least five years of commercial industry and product-line experience, with a strong understanding of commercial property and casualty insurance brokerage or agency work in marketing, consulting, and risk management. CPCU or CIC designations are a plus.

Requirements

• Extensive knowledge of risks associated with large commercial accounts, including emerging risks, cyber risk, regulatory and compliance risks, and operational risks.
• At least five years of commercial industry and product-line experience is preferred.
• Strong understanding of commercial property and casualty insurance brokerage or agency experience in marketing, consulting, and risk management is preferred.
• Strong client service orientation and commitment to exceptional customer support.
• Ability to build and maintain positive relationships with clients and colleagues.
• Strong attention to detail, organization, accuracy, and deadline management.
• Ability to adapt to changing industry and client needs.
• Commitment to learning and professional development.
• Embrace the company’s core values: accountability, balance, excellence, integrity, respect, and humanity.

Nice To Haves

• CPCU designation.
• CIC designation.

Responsibilities

• Manage day-to-day client relationships and accounts, providing responsive service and addressing client needs.
• Provide commentary on coverage inquiries and 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 information in the agency management system.
• Work with colleagues to identify and follow through on upselling and cross-selling opportunities.
• Help 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 appropriate file documentation and maintenance.
• Maintain confidentiality and contribute positively as a member of the team.

Benefits

• Competitive compensation package, with local and state salary thresholds honored.
• May be eligible for performance-based incentives.
• Annual profit sharing may be available.
• Benefits package that includes paid paternity and maternity leave, medical leave, 401(k) savings, and other wellbeing programs.
• Mentorship, training, resources, and development.

What This Job Offers

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