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Marsh

Global insurance brokerage and risk advisory

Client Manager - Business Insurance

Insurance Sales & AgencyPosted on Nov 12
Full-timeBillings, MT, USAHybrid

About the Job

Requirements

  • Extensive knowledge of risks associated with large commercial accounts, including emerging, cyber, regulatory and compliance, and operational risks.
  • At least five years of commercial industry and product-line experience is preferred, along with a strong understanding of commercial property and casualty insurance brokerage or agency experience in marketing, consulting, and risk management.
  • CPCU or CIC designations are a plus.
  • Ability to deliver exceptional client service and support.
  • Business and interpersonal understanding, attention to detail, accuracy, dependability, and ability to meet deadlines.
  • Ability to adapt to changing industry and client needs, maintain positive colleague relationships, and pursue professional development.

Responsibilities

  • Manage day-to-day client relationships and accounts by providing responsive service; provide commentary on coverage inquiries, 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; and review and evaluate submissions and proposals prepared by the Client Relations team.
  • Collaborate with colleagues to provide customers with insurance coverage analysis and recommendations for 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; and maintain confidentiality.

Desired Qualifications

  • At least five years of commercial industry and product-line experience, with a strong understanding of commercial property and casualty insurance brokerage or agency experience in marketing, consulting, and risk management.
  • CPCU or CIC designations.

About the Company

Marsh

Global insurance brokerage and risk advisory

Marsh helps organizations manage risk and obtain insurance by acting as a risk adviser and broker, placing coverage with multiple underwriters rather than from a single source. It has grown into a diversified professional services firm that includes Mercer, Guy Carpenter, and Oliver Wyman, all under one holding company. Unlike traditional brokers, Marsh combines risk transfer with advisory and consulting services across insurance, reinsurance, HR, and management consulting. Its goal is to lower clients’ financial risk and total cost of risk by offering integrated risk management and advisory solutions.

Company size
10,001+
Company stage
IPO
Headquarters
New York City, New York
Founded
1871

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