Client Manager handling commercial lines insurance for clients at Marsh McLennan Agency. Proactively manages workflow and serves as main contact for client inquiries.
About the role
- Senior Middle Market Client Manager at Reliance Matrix advising on client benefit plans and contracts while ensuring client growth and operational excellence.
Responsibilities
- The Sr. Middle Market Client Manager serves as the primary strategic advisor for assigned middle market clients, delivering expert guidance on benefit plans, contracts, and service issues.
- This role builds strong client relationships, drives client growth, and ensures operational excellence through proactive engagement, strategic problem-solving, and cross-functional collaboration on Disability, Life, FML, State Leaves, Company Leaves (Paid and Unpaid) and ADA cases.
- Client Relationship Management Serve as the main contact for assigned clients, delivering consultative advice on contracts, plan structure, renewals, and escalated issues.
- Build and maintain strong, proactive relationships through regular face-to-face meetings and strategic communications.
- Navigate complex client challenges, ensuring seamless service and satisfaction.
- Lead the transition from implementation to ongoing client management, ensuring continuity and client confidence.
- Oversee compliance with performance guarantees and contractual obligations.
- Deliver annual stewardship meetings and present claims experience reporting, providing actionable insights to clients.
- Sales & Revenue Growth Identify and pursue up-sell and cross-sell opportunities in collaboration with sales teams.
- Develop and execute re-enrollment strategies to maximize client engagement and retention.
- Drive revenue growth by expanding product lines and increasing enrollment for existing clients.
- Operational Excellence Coordinate cross-functional teams to resolve complex issues and deliver superior client outcomes.
- Apply advanced project and management skills to prioritize and execute initiatives.
- Identify and implement process improvements to enhance efficiency and client experience.
- Leadership & Mentoring Serve as a subject matter expert, sharing best practices and mentoring colleagues.
- Lead by example, fostering a culture of collaboration, integrity, and continuous improvement.
Requirements
- Bachelor’s degree in Business or related field.
- Minimum 4 years of group insurance client management experience.
- State insurance license required.
- Proven expertise in client management, consulting, negotiation, and leadership.
- Advanced proficiency in Excel, Word, and PowerPoint.
- Strong analytical, organizational, and communication skills.
- Demonstrated ability to work independently and manage complex projects.
- Demonstrated financial aptitude and analytics skills
- Ability to Travel: Up to 50%
Benefits
- An annual performance bonus for all team members
- Generous 401(k) company match that is immediately vested
- A choice of three medical plans (that include prescription drug coverage) to suit your unique needs.
- For High Deductible Health Plan enrollees, a company contribution to your Health Savings Account
- Multiple options for dental and vision coverage
- Company provided Life & Disability Insurance to ensure financial protection when you need it most
- Family friendly benefits including Paid Parental Leave & Adoption Assistance
- Hybrid work arrangements for eligible roles
- Tuition Reimbursement and Continuing Professional Education
- Paid Time Off – new hires start with at least 20 days of PTO per year in addition to nine company paid holidays.
- Volunteer days, community partnerships, and Employee Assistance Program
- Ability to connect with colleagues around the country through our Employee Resource Group program
Job title
Job type
Experience level
Salary
Degree requirement
Location requirements
Senior Client Manager managing accounts and tax returns for diverse clients in a hybrid work model, mentoring a team while maintaining high service standards.
Sr. Client Manager assisting in the coordination of carrier relationships at The Baldwin Group. Leading service teams on large accounts and developing placement strategies for insurance clients.
Sr. Client Manager serving as a technical resource for clients in insurance and risk management. Managing policy activities and compliance while cultivating relationships with insurance partners.
Client Partner at Emergn opening and growing strategic enterprise relationships, leading complex sales. Teaching businesses the real cure to their problems for long - term success through consultancy.
Sales & Client Manager for Top Doctors Group managing UK healthcare clients. Focusing on renewals, upselling, and ensuring client satisfaction with digital healthcare solutions.
Retail Client Manager at Bank of America managing dealership relationships to enhance Auto & RV loan applications. Focusing on client acquisitions and portfolio management for successful partnerships.
Client Partner responsible for supporting new client acquisition through prospecting and pipeline development across multiple industries. Collaborating with teams to drive sales opportunities and engagement.
Trade Client Manager managing Trade Finance client portfolios with a focus on operational and Credit risk. Supporting SME & Mid Corporates in their working capital and risk management needs through innovative solutions.
Client Partner - Sales position at Verizon connecting with Fortune 500 clients. Responsible for crafting innovative solutions and expanding customer relationships while ensuring satisfaction.