Senior Client Manager – Commercial Insurance
Marsh McLennan
Client Manager
U.S. Bank
full-time
Posted on:
Location Type: Hybrid
Location: Atlanta • California, Minnesota, New York • 🇺🇸 United States
Visit company websiteSalary
💰 $111,605 - $131,300 per year
Job Level
SeniorLead
About the role
- In conjunction with business development officers, responsible for developing and maintaining relationships with Corporate Trust clients
- Reviews and accepts new client relationships based on business line account acceptance policies and procedures
- Provides quality service based on client needs, wants, and expectations; aligns actions accordingly
- Resolves problems quickly and effectively
- Works closely with new business development staff as a collaborative business partner
- Identifies business risks and operational challenges and takes steps to mitigate risk
- Coordinates the development and implementation of operational changes within the unit
- May be responsible for meeting certain revenue, new business and expense goals
- May train staff to successfully meet business objectives
Requirements
- Bachelor’s degree, or equivalent work experience
- Typically eight or more years of relevant experience
- Thorough knowledge of corporate trust and investment instruments
- Thorough knowledge of account management, trust operations, project management, and legal regulations
- Thorough knowledge of the applicable trust line of business, its products, processes, and related bank and regulatory regulations
- Ability to develop new business
- Effective management skills to include planning, budgeting, and people management
- Ability to resolve complex problems with minimal guidance
- Ability to communicate quickly with clients to resolve client issues and disputes
- Effective interpersonal, verbal and written communication skills
- Housing bond product and market experience preferred
Benefits
- Healthcare (medical, dental, vision)
- Basic term and optional term life insurance
- Short-term and long-term disability
- Pregnancy disability and parental leave
- 401(k) and employer-funded retirement plan
- Paid vacation (from two to five weeks depending on salary grade and tenure)
- Up to 11 paid holiday opportunities
- Adoption assistance
- Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
account managementtrust operationsproject managementlegal regulationscorporate trustinvestment instrumentsbusiness developmentrisk mitigationoperational changesbudgeting
Soft skills
problem solvingcollaborationcommunicationinterpersonal skillsplanningpeople managementeffective managementclient servicedispute resolutionadaptability
Certifications
Bachelor's degree
