Marsh McLennan Agency · 1 day ago
Senior Client Manager - Business Insurance
Beaverton, OR
Full-time
Onsite
Senior Level
5+ years expMarsh McLennan Agency is looking for a passionate and people-oriented customer service professional for their Business Insurance department. As a Senior Client Manager, you will develop and deliver outstanding insurance and risk management customer service while managing high-level relationships and driving retention.
Employee BenefitsHealth CareInsuranceRetirement
Responsibilities
Manage day-to-day client relationships and accounts by providing high level of service and responsiveness to client’s needs. 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/benchmarking, market commentary and other client deliverables. Be prepared to assist sales executives on calls and client meetings. Review and evaluate submissions and proposals prepared by Client Relations team
Collaborate with colleagues to provide customers with insurance coverage analysis and recommendations for improved or additional coverage
Keep accurate, up-to-date records on customers in our agency management system. You enjoy being organized and maintain accuracy at all levels
Work with your colleagues to find and follow-through on up-sell and cross-sell opportunities
Ensure that you and your designated sales and service team provide effective and efficient customer service
Follow organization policies and procedures, sales and service standards and established workflows. Ensure quality control through proper file documentation and maintenance. Maintain confidentiality and be an all-around awesome member of our team
Qualification
Required
Extensive knowledge of risks associated with large commercial accounts emerging risks, cyber risk, regulatory and compliance risks, operational risks, etc
At least 5 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
Ability to manage day-to-day client relationships and accounts by providing high level of service and responsiveness to client's needs
Ability to coordinate and produce insurance proposals, stewardship reports, analytics/benchmarking, market commentary and other client deliverables
Ability to collaborate with colleagues to provide customers with insurance coverage analysis and recommendations for improved or additional coverage
Ability to keep accurate, up-to-date records on customers in the agency management system
Ability to work with colleagues to find and follow-through on up-sell and cross-sell opportunities
Ability to ensure effective and efficient customer service
Ability to follow organization policies and procedures, sales and service standards and established workflows
Ability to maintain confidentiality and ensure quality control through proper file documentation and maintenance
Strong emotional intelligence, strategic planning, and expertise in client management
Passionate about delivering an exceptional level of customer service and support
Good with people, even on the bad days
Team player who maintains positive relationships with colleagues
Attention to detail, ability to meet deadlines, and accuracy in interactions with clients, colleagues, and carriers
Eager to learn and pursue professional development
Ability to adapt to changes in the industry and client needs
Embrace core values: accountability, balance, excellence, integrity, respect and humanity
Preferred
CPCU or CIC designations are a plus
Benefits
Paid paternity/maternity leave
Medical leave
401K savings
Other wellbeing programs
Company
Marsh McLennan Agency
Marsh McLennan is an insurance company that provides business insurance, employee benefits, and private client insurance solutions. It is a sub-organization of Marsh & McLennan.
10001+ employees
Funding
Current Stage
Late StageLeadership Team
Ben Newman
Chief Financial Officer
Michael Harris
COO
Recent News
2026-01-23
2025-12-09
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