Client Relationship Management – Specialist

Marsh McLennan

. Maintain the retention dashboard and scoring methodology inputs .

Posted 10/28/2026full-timeUnited StatesMid-LevelSenior💰 $68,100 - $145,100 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates strong analytical skills and attention to detail in managing operational datasets and dashboards, while effectively coordinating client engagement and stakeholder management. Proven ability to identify trends, provide actionable insights, and maintain high-quality documentation in a fast-paced environment.

Highest-signal resume keywords

Operations ManagementClient Service EnablementData AnalysisStakeholder ManagementProcess Improvement

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Data Quality ManagementDashboard MaintenanceRisk AssessmentTrend AnalysisDocumentation DisciplineMeeting PreparationAction Plan DevelopmentPost-Resolution MonitoringClient Relationship ManagementOperational Dataset Management

Soft Skills

Attention to DetailAnalytical ThinkingProblem-SolvingOrganizational SkillsEffective Communication

Tools & Technologies

Workflow Management PlatformsReporting ToolsService Management Tools

Industry Keywords

InsuranceBrokerageClient EngagementStakeholder CoordinationService Delivery

About the role

Key responsibilities & impact

Maintain the retention dashboard and scoring methodology inputs
Ensure data quality and consistent definitions across teams
Maintain the at-risk register, including risk rating, drivers, revenue exposure, renewal date, and action status
Prepare weekly and monthly risk review materials
Coordinate targeted client and client-team engagement
Schedule and document stay interviews based on dashboard scoring and signal thresholds
Support escalation solutioning by documenting intake details, tiering recommendations, corrective action plans, owners, milestones, and client communication artifacts
Track 30/60/90-day post-resolution monitoring windows
Compile sustainment indicators including recurrence, turnaround time, accuracy, complaint volume, and client feedback
Identify trend themes and recurring failure points
Surface insights to the CCRO team with recommended next actions
Maintain a knowledge base of playbooks, job aids, and standard templates
Support training enablement when fixes convert to standard practice
Build and strengthen client relationships while supporting long-term retention
Partner with BCS value streams, the Service Delivery Practice, client teams, and internal stakeholders

Requirements

What you’ll need

Bachelor’s degree or equivalent professional experience
3–5+ years in operations, client service enablement, service management, analytics, or a related insurance/brokerage environment, or equivalent transferable experience
Ability to work with operational datasets and dashboards
Strong attention to detail and documentation discipline
Experience supporting client-facing meeting preparation and follow-up documentation in partnership with client executives
Strong coordination and stakeholder management skills in a matrixed environment
Preferred: experience with workflow/service management platforms, reporting tools, and process improvement methods
Strong analytical and problem-solving skills
Ability to identify patterns, recognize trends, and provide actionable insights
Proactive approach to understanding processes and identifying improvement opportunities
Ownership and accountability; ability to follow through on commitments, meet deadlines, and deliver results
Ability to manage competing priorities in a deadline-driven environment
Excellent written communication and organizational skills
Ability to facilitate meetings effectively
Ability to navigate ambiguity and manage multiple workstreams
Must work in the local office or onsite with clients at least three days per week

Benefits

Comp & perks

Professional development opportunities
Supportive leaders
Inclusive and flexible work environment
Health and welfare benefits
Tuition assistance
401K savings and other retirement programs
Employee assistance programs
Hybrid work flexibility
Performance-based incentives may be available