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Senior Client Manager – Business Insurance, Transportation Practice
Marsh McLennan. Serve as the primary strategic partner with the sales team on new and existing key accounts .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in managing commercial insurance accounts with a focus on trucking and transportation risks, delivering strategic risk solutions, and maintaining high-level client relationships. Proficient in interpreting client operations for underwriting submissions and providing coverage analysis.
Highest-signal resume keywords
Commercial Insurance Account ManagementTrucking And Transportation Risk ExpertiseActive P&C LicenseClient Relationship ManagementCoverage Analysis And Recommendations
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Insurance Proposal CoordinationStewardship Report ProductionAnalytics And BenchmarkingCertificate ManagementContract ReviewUnderwriting Submission PreparationCustomer Record MaintenancePricing Pressure ManagementCoverage Restriction ManagementLayered/Excess Program Structure Management
Soft Skills
CollaborationCustomer ServiceAccountabilityIntegrityRespect
Tools & Technologies
Agency Management System
Certifications & Qualifications
Active P&C LicenseSTAR DesignationTRIP Designation
Industry Keywords
Transportation AccountsMotor CarriersTransportation BrokersLogistics ProvidersIntermodal OperationsDrayage OperationsLast-Mile DeliverySpecialized CommoditiesTransportation CoveragesMarket Commentary
About the role
Key responsibilities & impact- Serve as the primary strategic partner with the sales team on new and existing key accounts
- Manage high-level client relationships, drive retention, and identify growth opportunities
- Manage day-to-day client relationships and Transportation accounts
- Lead and grow complex trucking and transportation accounts
- Deliver strategic risk solutions, best-in-class service, and proactive program management
- Coordinate and produce insurance proposals, stewardship reports, analytics/benchmarking, market commentary, and other client deliverables
- Interpret transportation client operations and exposures and translate them into underwriting-ready submissions
- Collaborate with colleagues to provide coverage analysis and recommendations for improved or additional coverage
- Support renewals in a challenging transportation market
- Maintain accurate, up-to-date customer records in the agency management system
- Identify and follow through on up-sell and cross-sell opportunities
- Ensure effective and efficient customer service
- Follow organization policies, procedures, sales and service standards, and established workflows
- Ensure quality control through proper file documentation and maintenance
- Maintain confidentiality
Requirements
What you’ll need- At least 5 years of commercial insurance account management/client service experience with a strong focus on trucking and transportation risks
- Active P&C license
- STAR and TRIP designations preferred but not required
- Experience managing insurance programs for motor carriers
- Experience with transportation brokers/logistics providers
- Experience with intermodal/drayage operations, last-mile delivery, or specialized commodities
- Working knowledge of transportation coverages and placement considerations
- Strong certificate management and contract review experience for transportation clients
- Ability to interpret transportation client operations and exposures and translate them into underwriting-ready submissions
- Ability to maintain accurate customer records in an agency management system
- Ability to collaborate effectively and provide coverage analysis and recommendations
- Ability to manage pricing pressure, coverage restrictions, and layered/excess program structures
- Commitment to accountability, balance, excellence, integrity, respect, and humanity
Benefits
Comp & perks- Performance-based incentives
- Annual profit sharing
- Paid paternity/maternity leave
- Medical leave
- 401K savings
- Wellbeing programs
- Health and welfare benefits
- Tuition assistance
- Other retirement programs
- Employee assistance programs
- Mentorship, training, resources, and development
- Flexible work environment