Senior Client Partner Consultant
Sun Life
Client Manager – Business Insurance
Marsh McLennan
full-time
Posted on:
Location Type: Hybrid
Location: Fargo • Kansas, Minnesota, Missouri, Montana, North Dakota • 🇺🇸 United States
Visit company websiteSalary
💰 $51,300 - $95,600 per year
Job Level
Mid-LevelSenior
About the role
- Managing client accounts and ensuring timely delivery of service
- Enhancing customer satisfaction and building strong relationships with clients and insurance carriers
- Preparing proposals and binding coverage while maintaining accurate policy documentation
- Providing administrative support and assisting clients with their insurance needs
- Collaborating with team members to drive agency goals
- Conducting thorough assessments of clients' business risk programs and emphasizing risk management
- Reviewing renewals, endorsements, and other documents for accuracy and compliance
Requirements
- 3+ years of experience working in customer service, underwriting, commercial lines insurance for a carrier or broker preferred
- Must be detailed with excellent organizational and time management skills.
- Good interpersonal skills and a high sense of urgency
- Ability to work well in a team environment, maintain a positive work atmosphere, and develop healthy relationships internally and externally
- Strong analytical skills with the ability to negotiate quotations, evaluate client needs, and develop innovative business solutions
- Bachelor's Degree (preferred)
- Property/Casualty license (required within 3 months of hire)
- Familiarity with insurance company markets, binding authority, and underwriting guidelines
- AAI, CIC, CISR, or CRIS designation
Benefits
- Generous time off, including personal and volunteering
- Tuition reimbursement and professional development opportunities
- Hybrid work
- Charitable contribution match programs
- Stock purchase opportunities
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
underwritingcommercial lines insurancerisk managementpolicy documentationnegotiationbusiness solutionsproposal preparationrenewal reviewendorsement review
Soft skills
organizational skillstime managementinterpersonal skillsteamworkrelationship buildinganalytical skillscustomer satisfactionattention to detailsense of urgency
Certifications
Property/Casualty licenseAAICICCISRCRIS