Client Manager - Business Insurance
The Job
Marsh Agency’s Business Insurance team is looking for a passionate and people-oriented customer service professional to develop, implement and deliver outstanding insurance and risk management customer service to our clients. As a Client Manager, you are in charge of ensuring a smooth client experience by managing day-to-day customer service interactions and maintaining strong and long-lasting relationships with our clients. We’ve created a promising career path with opportunities to move up the ladder and specialize in high-level client service and industry focuses as you move forward.
We will give you access to mentorship, training, resources, and development to ensure your success, but you will need to supply the drive and desire to be a Marsh Agency professional. Our ideal candidate is hungry, humble and smart- they don’t stop short of excellence and are driven to do what’s best for their clients, colleagues, and communities.
From admin to accounting and everything in between, we believe our team is all in sales together. We're dedicated to representing our brand with excellence and integrity in every interaction. We collaborate with intention and know every one of us plays a vital role in our shared success.
What You’ll Be Doing
- 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.
- Analysis: Collaborate with colleagues to provide customers with insurance coverage analysis and recommendations for improved or additional coverage.
- Update customer information: keep accurate, up-to-date records on customers in our agency management system. You enjoy being organized and maintain accuracy at all levels.
- Up sell & cross sell: work with your colleagues to find and follow-through on up-sell and cross-sell opportunities.
- Customer service: ensure that you and your designated sales and service team provide effective and efficient customer service.
- Plus (the fine print): you’ll follow organization policies and procedures, sales and service standards and established workflows. You’ll ensure quality control through proper file documentation and maintenance. You’ll maintain confidentiality and be an all-around awesome member of our team.
Who We’re Looking For
- You have extensive knowledge of risks associated with large commercial accounts emerging risks, cyber risk, regulatory and compliance risks, operational risks, etc. We prefer you have 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. CPCU or CIC designations are also a plus.
- You’re a client service advocate. You’re passionate about delivering an exceptional level of customer service and support.
- You’re ready to throw all stereotypes of “insurance” out the window and love your job.
- You’re smart. You understand business and people.
- You’re good with people, even on the bad days. Good customer service is just part of who you are, and you love making people happy.
- You’re a team player. You maintain positive relationships with your colleagues—and you enjoy it.
- You’re that person everyone can depend on —to pay attention to details, to make deadlines, to be accurate and complete when interacting with clients, colleagues and carriers.
- You love to learn. You’re earnest about improving and pursuing professional development.
- You can adapt —because our industry changes constantly and so do the needs of our clients. You’re good at staying on your toes.
- You’re ready for a meaningful change . No more corporate vanilla structure for you. (Yes, an insurance company really just said that.)
- You embrace our core values: accountability, balance, excellence, integrity, respect and humanity.
We know there are excellent candidates who might not check all of these boxes. Don't be shy. If you're close, we'd be very interested in meeting you.
The Perks:
We take pride in providing our colleagues with a competitive compensation package; we will honor all local and state salary thresholds. The base pay offered will be determined on factors such as experience, skills, training, location, certifications, and education. Additionally, this position may be eligible for performance-based incentives, annual profit sharing and a benefits package that includes paid paternity/maternity leave, medical leave, 401K savings and other wellbeing programs. Decisions will be determined on a case-by-case basis.
Who you are is who we are.
We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. We are always seeking those with ethics, talent, and ambition who are interested in joining our client-focused teams.
Marsh is committed to providing an inclusive work environment. We aim to attract and retain the best, most qualified people and value colleagues of all backgrounds, without regard to age background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, veteran status (including protected veterans), or any other characteristic protected by applicable law.
Marsh and its affiliates are EOE Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers.
If you require an accommodation during the application or interview process, please let us know by contacting View email address on careers.marsh.com .
#MMANW
- ...McLennan Agency Description: The Job Marsh Agency’s Business Insurance team is looking for a passionate and people-oriented... ...and deliver outstanding insurance and risk management customer service to our clients. As a Client Manager, you are in charge of ensuring...SuggestedFull timeContract workLocal area
- ...Job Marsh Agency’s Personal Insurance division is looking for a passionate... ...outstanding insurance and risk management customer service to our clients. Our ideal candidate is adept at providing... ...You’re smart. You understand business and people. You’re good with...SuggestedLocal area
- Provide life insurance and financial protection solutions to families and individuals Educate clients on policies that prevent financial disaster during times of loss Manage your own book of business through virtual appointments - Use our proven internal blueprint and...SuggestedFull time
- ...union and credit union members on the value of life insurance and basic financial literacy ◾Conduct virtual client meetings using warm, pre-qualified leads (no cold... ...that meet each family's needs ◾Build and manage your own client portfolio with guidance from experienced...SuggestedFull time
- Description: Customer Relations Manager Location: Billings, MT Who We Are:... ...days) ~ Holiday Pay ~ Health & Dental Insurance ~401k ~ Profit Sharing/ESOP ~ Life... ...require occasional overtime based on business needs. Performance Expectations...SuggestedWork at officeRemote work
- ...Account Manager Opportunity A path for every ambition. At HUB... ...protect ambition: for the clients who count on us, and equally... ...others? Do you thrive in a busy, ever-changing environment?... ...need to properly manage their insurance policies. You are the facilitator...Work at officeLocal areaFlexible hours3 days per week
$83.39k - $151.42k
...The Manager, Business Operations oversees and supports the organization's day-to-day operations. This person develops and implements policies and procedures that improve efficiency and effectiveness. As a seasoned professional, the Manager independently leads projects...Local areaRemote work- Delivering exceptional customer service that goes above and beyond. Responding to customer inquiries and concerns promptly and effectively. Navigating the sales cycle, from initial contact to closing the deal. Staying up-to-date with current policies to provide...Full time
- ...Key responsibilities # Sell life insurance remotely. Contact warm leads by phone and video, assess each client's coverage needs, present suitable policies and close sales... ...reach their first-90-day sales goals. # Manage the pipeline and CRM. Log every contact, follow...Remote jobFull time
$162k - $184.5k
...happen. WWT's work benefits clients and partners as much as it does... ...enabled by our world-class management consulting, delivery excellence... ...goal is to bring together business acumen with full-stack technical... ..., Life and Disability Insurance, Tuition Reimbursement Paid...Full timeContract workShift work- ...exceptional onsite and remote IT support to small and medium size businesses across Montana, Wyoming and beyond. We work with a variety of... ...Triage service tickets to point of assignment. Maintain client contact information Complete information gathering to ensure...Permanent employmentFull timeRemote workFlexible hours
$126.52k - $168.68k
...bringing deeper technology fluency, consultative discovery, and business-outcome conversations into every customer engagement. Our... ...measurable outcomes enabled by Lumen’s network, cloud, security, managed services, and orchestration portfolio. As the Account Director...Full timeContract workTemporary work$65.79k - $87.72k
...join us today. The Role The Account Manager II is responsible for developing Regional... ...during Eastern and Central time zone business hours. Travel within the assigned region... ...the company’s position. Build strategic client relationships and maintain a strong...Full timeTemporary workRemote workNight shift$109.65k - $146.19k
...priorities to measurable outcomes enabled by network, cloud, security, managed services, and related technology solutions. You... ...without formal authority. Your deep understanding of customer business and financial priorities, market context, and relevant solutions...Full timeTemporary workRemote work$109.65k - $146.19k
...Develops and maintains accurate sales and/or revenue forecasts and management of quota funnels. Location Allows for Work From Home in... ...strategic positioning with decision makers, attain additional business, and retain existing revenue. Develops action plans to cross-...Full timeTemporary workRemote workWork from home$126.52k - $168.68k
...Develops and maintains accurate sales and/or revenue forecasts and management of quota funnels. Location: Allows for Work From Home in... ...strategic positioning with decision makers, attain additional business, and retain existing revenue. Develops action plans to cross-...Full timeTemporary workRemote workWork from home$135k - $162k
...sortation, or delivery centers. You'll split your time between hands-on operations exposure — shadowing managers, leading gemba walks, and participating in business reviews — and owning a strategic project that you'll develop into a white paper and present to senior site...Full timeSummer workInternshipSummer internshipImmediate start$19 - $23.75 per hour
...& Sales: Acts as a role model for the Manager on Duty program while directing customer... ...grow. Thinks Critically: Demonstrates business and functional expertise and stays... ...including medical/dental/vision, term life insurance, paid vacation/holidays*, and 401(k) with...Hourly payWorldwideShift work$83.9k - $125.84k
...Responsibilities/Duties WHAT YOU'LL BE DOING Manage and analyze large environmental datasets. Prepare tables, figures... ...risk assessor in project meetings and technical discussions with clients, regulatory agencies, and stakeholders. Lead and provide technical...Work experience placementLive inWork at officeFlexible hoursShift workWeekend work$63.6k
...conversations are common as a supply chain leader. As an Area Manager, you will be responsible for engaging, leading and developing... ...patterns that include nights, weekends, and/or holidays based on business needs. While shifts vary site to site, most follow a fixed 4-...Hourly payFull timeWork at officeRelocation packageShift workNight shift- ...the aggressive expansion of its automotive services franchise network. The successful candidate will be tasked with building and managing the operating platform necessary to support the doubling of the network within the next two years. This includes developing and implementing...
$32k - $100k
...Comparion Description Comparion Insurance Agency is hiring self-... ...Build and maintain a book of business through referrals, networking... ...sales technology, relationship management tools, and multi-carrier... ...managing multiple accounts, clients, or priorities simultaneously...Full timeWork at officeLocal area- ...BENEFITS From the day you start, you’ll receive: Competitive salary Potential to earn a bonus upon enlistment Free health insurance Free housing A retirement plan Paid training College credit EDUCATION OPPORTUNITIES Navy College Program and...Full timePart timeWorldwideOverseasNight shift
- ...BENEFITS From the day you start, you’ll receive: Competitive salary Potential to earn a bonus upon enlistment Free health insurance Free housing A retirement plan Paid training EDUCATION OPPORTUNITIES Navy College Program and Tuition Assistance...Full time
$77.22k - $132.38k
...today and for the next generation! We know that the only way a business thrives is if our people are thriving. That's why we always... ...in international payroll, global mobility, and shadow payroll management combined. ~5+ years advanced understanding of US and/or Canadian...Full timeLocal areaImmediate startRemote workWork from homeHome office$132.3k - $176.4k
...connectivity, join us today. The Role The Business Development Account Director is... ...government organizations and briefs senior management on high dollar opportunities Develops... ...trust, rapport and creditability with client organizations senior leadership and operational...Full timeContract workTemporary work- ...opportunities to connect with businesses and drive growth? As an... ...solutions to small business clients. Join Spectrum Business’ Sales... ...understand English Effective management of sales and administrative... ...Reliable personal vehicle and car insurance Preferred Qualifications...Work at officeLocal areaVisa sponsorship
$8k
...experience, ability to efficiently manage your time, excellent customer... ...outstanding and innovative business solutions that support our... ...of both. ~ Engage your clients with Verizon's Velocity Selling... ...From Employee discounts to pet insurance, we offer additional perks to...Temporary workPart timeWork experience placementShift work- ...Branch Manager IBillings - West Park Branch - Billings, MT 59102OverviewCategory BankingDescriptionWho We AreWe have the fundamental... ...and maintain positive community relationships. Responsible for business development to support membership and loan growth.Other Duties/...Work at officeLocal areaFlexible hours
$150k - $225k
...learning and advancement opportunities. Job Summary: The Branch Manager is responsible for overseeing all branch operations, including... .... This position partners with the Management Team to support business growth, implement effective processes, and foster a positive,...For contractorsWork at officeFlexible hoursShift work
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Client Manager - Business Insurance. Be the first to apply!
- client relationship manager Billings, MT
- client services coordinator Billings, MT
- client engagement manager Billings, MT
- client executive Billings, MT
- engagement director Billings, MT
- client services supervisor Billings, MT
- client manager Billings, MT
- engagement manager Billings, MT
- client service manager Billings, MT
- director business analysis Billings, MT





