Direct the gathering and preparation of submission information for the marketing process, including ... Build and maintain strong, strategic relationships with clients and carriers, enhancing client ...
Direct the gathering and preparation of submission information for the marketing process, including ... Build and maintain strong, strategic relationships with clients and carriers, enhancing client ...
Direct the gathering and preparation of submission information for the marketing process, including ... Build and maintain strong, strategic relationships with clients and carriers, enhancing client ...
Direct the gathering and preparation of submission information for the marketing process, including ... Build and maintain strong, strategic relationships with clients and carriers, enhancing client ...
Direct the gathering and preparation of submission information for the marketing process, including ... Build and maintain strong, strategic relationships with clients and carriers, enhancing client ...
Direct the gathering and preparation of submission information for the marketing process, including ... Build and maintain strong, strategic relationships with clients and carriers, enhancing client ...
... a director-level role while carrying full frontline management responsibility for a team of ... Partner with other leaders on the strategy for the Customer Support team to build scalable ...
... a director-level role while carrying full frontline management responsibility for a team of ... Partner with other leaders on the strategy for the Customer Support team to build scalable ...
... a director-level role while carrying full frontline management responsibility for a team of ... Partner with other leaders on the strategy for the Customer Support team to build scalable ...
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... a director-level role while carrying full frontline management responsibility for a team of ... Partner with other leaders on the strategy for the Customer Support team to build scalable ...
Job Title Business Strategy Manager Reports To Senior Director of Operations Weekly Hours Mon - Fri ... enhance client service and business outcomes. The Business Strategy Manager serves as a cross ...
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Job Title Business Strategy Manager Reports To Senior Director of Operations Weekly Hours Mon - Fri ... enhance client service and business outcomes. The Business Strategy Manager serves as a cross ...
Model QA/QC, calibration, and results validation; develop repeatable workflows, templates, and clear client-ready exhibits. * Serve as a technical manager or director on strategy and planning ...
Model QA/QC, calibration, and results validation; develop repeatable workflows, templates, and clear client-ready exhibits. * Serve as a technical manager or director on strategy and planning ...
Joey Scott, RICP ® , Financial Advisor & District Director : * Time with NM: Since 2016 * Previous ... Founder and leader of Priority Wealth Partners, with responsibility for client strategy, team ...
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Joey Scott, RICP ® , Financial Advisor & District Director : * Time with NM: Since 2016 * Previous ... Founder and leader of Priority Wealth Partners, with responsibility for client strategy, team ...
Job Title Business Strategy Manager Reports To Senior Director of Operations Weekly Hours Mon - Fri ... enhance client service and business outcomes. The Business Strategy Manager serves as a cross ...
Quick apply
Job Title Business Strategy Manager Reports To Senior Director of Operations Weekly Hours Mon - Fri ... enhance client service and business outcomes. The Business Strategy Manager serves as a cross ...
Sales Director
Overland Park, KS · On-site +1
$100K - $150K/yr
Our personalized service and strategy connect media, consumers and influencers across the globe ... Develop and close new client direct and agency business * Meet and exceed sales targets on a ...
Sales Director
Overland Park, KS · On-site +1
$100K - $150K/yr
Our personalized service and strategy connect media, consumers and influencers across the globe ... Develop and close new client direct and agency business * Meet and exceed sales targets on a ...
Participate in strategic client planning and account development activities. * Coordinate with ... Direct project directors and project managers; ensure coordination with operations such as ...
Participate in strategic client planning and account development activities. * Coordinate with ... Direct project directors and project managers; ensure coordination with operations such as ...
Participate in strategic client planning and account development activities. * Coordinate with ... Direct project directors and project managers; ensure coordination with operations such as ...
Participate in strategic client planning and account development activities. * Coordinate with ... Direct project directors and project managers; ensure coordination with operations such as ...
Project Director
Kansas City, KS · On-site +1
$155K - $200K/yr
... execution strategies, influence senior level stakeholders, and help drive long term client ... Direct procurement and contracting strategies for major equipment, materials, and services ...
Project Director
Kansas City, KS · On-site +1
$155K - $200K/yr
... execution strategies, influence senior level stakeholders, and help drive long term client ... Direct procurement and contracting strategies for major equipment, materials, and services ...
Client Services Manager - Middle Market/Construction
Overland Park, KS · Hybrid
$54K - $103K/yr
Leads development, delivery and evaluation of client service goals * Customizes measurement tools ... strategic environment. * Strong collaborative and influence skills. * Self directed to produce ...
Client Services Manager - Middle Market/Construction
Overland Park, KS · Hybrid
$54K - $103K/yr
Leads development, delivery and evaluation of client service goals * Customizes measurement tools ... strategic environment. * Strong collaborative and influence skills. * Self directed to produce ...
Model QA/QC, calibration, and results validation; develop repeatable workflows, templates, and clear client-ready exhibits. * Serve as a technical manager or director on strategy and planning ...
Model QA/QC, calibration, and results validation; develop repeatable workflows, templates, and clear client-ready exhibits. * Serve as a technical manager or director on strategy and planning ...
We're looking for an Account Director who thrives at the intersection of client leadership ... Serve as the senior strategic lead for a portfolio of client accounts, building trusted ...
We're looking for an Account Director who thrives at the intersection of client leadership ... Serve as the senior strategic lead for a portfolio of client accounts, building trusted ...
Account Director, Performance Marketing
Mission, KS · On-site
$80 - $120/hr
We're looking for an Account Director who thrives at the intersection of client leadership ... Serve as the senior strategic lead for a portfolio of client accounts, building trusted ...
Account Director, Performance Marketing
Mission, KS · On-site
$80 - $120/hr
We're looking for an Account Director who thrives at the intersection of client leadership ... Serve as the senior strategic lead for a portfolio of client accounts, building trusted ...
We're looking for an Account Director who thrives at the intersection of client leadership ... Serve as the senior strategic lead for a portfolio of client accounts, building trusted ...
We're looking for an Account Director who thrives at the intersection of client leadership ... Serve as the senior strategic lead for a portfolio of client accounts, building trusted ...
Account Director, Performance Marketing
Mission, KS · On-site
$110 - $165/hr
We're looking for an Account Director who thrives at the intersection of client leadership ... Serve as the senior strategic lead for a portfolio of client accounts, building trusted ...
Account Director, Performance Marketing
Mission, KS · On-site
$110 - $165/hr
We're looking for an Account Director who thrives at the intersection of client leadership ... Serve as the senior strategic lead for a portfolio of client accounts, building trusted ...
We're looking for an Account Director who thrives at the intersection of client leadership ... Serve as the senior strategic lead for a portfolio of client accounts, building trusted ...
Quick apply
We're looking for an Account Director who thrives at the intersection of client leadership ... Serve as the senior strategic lead for a portfolio of client accounts, building trusted ...
Director Client Strategy information
What are the key skills and qualifications needed to thrive as a director client strategy?
How does a director client strategy typically collaborate with other departments to drive client success?
What is the difference between Director Client Strategy vs Client Services Manager?
| Aspect | Director Client Strategy | Client Services Manager |
|---|---|---|
| Primary Focus | Developing long-term client strategies and growth initiatives | Managing day-to-day client relationships and service delivery |
| Responsibilities | Strategic planning, high-level client engagement, business development | Client support, issue resolution, account management |
| Required Credentials | Bachelor's degree, experience in strategy, marketing, or sales | Bachelor's degree, experience in client management or customer service |
| Work Environment | Corporate offices, strategic meetings, cross-department collaboration | Client sites, customer support centers, internal teams |
The main difference is that the Director Client Strategy focuses on creating and executing long-term client growth plans, while the Client Services Manager handles daily client interactions and service issues. Both roles require strong communication skills and industry knowledge, but the Director role is more strategic and high-level.
What does a director client strategy do?

Other
Medical, Retirement
Re-posted 17 days ago
Job description
Description:
Middle Market Client Manager - Transportation Insurance
Our not-so-secret sauce.
Award-winning, inclusive, Top Workplace culture doesn't happen overnight. It's a result of hard work by extraordinary people. The industry's brightest talent drive our efforts to deliver purposeful work and meaningful impact every day. Learn more about what makes us different and how you can make your mark as a Middle Market Client Manager at MMA.
Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With offices across North America, we combine the personalized service model of a local consultant with the global resources of the world's leading professional services firm, Marsh (NYSE: MRSH).
A day in the life.
As our Client Manager on the Middle Market Transportation team, you will:
- Oversee the servicing of a diverse book of business, ensuring accuracy, proper handling, and appropriate distribution of policies, endorsements, and other requests from clients and colleagues.
- Direct the gathering and preparation of submission information for the marketing process, including applications and schedules, and ensure alignment with client needs and agency capabilities.
- Prepare and present comprehensive insurance proposals, binding coverage in accordance with agency guidelines, and ensuring accuracy in policy documentation.
- Assist with the marketing and placement of new and renewal business, including preparing pre-renewal information packets, obtaining loss runs, and finalizing proposal summaries.
- Serve as the primary point of contact for identified clients, responding promptly to requests and overseeing the preparation of necessary documents.
- Build and maintain strong, strategic relationships with clients and carriers, enhancing client loyalty and satisfaction.
- Assist in training newly hired team members and be available as a resource for team members and colleagues, responding to questions and issues in a timely manner.
- Conduct thorough assessments of clients' business risk programs, identifying exposures and providing strategic recommendations for coverage enhancements.
- Emphasize risk management when reviewing renewal policies and endorsements, providing risk management advice directly to policyholders.
- Work closely with Producers and cross-functional teams to ensure alignment on client activities and strategic initiatives.
- Lead efforts in special projects that drive agency growth and improve service delivery.
- Review renewals, endorsements, and other documents for accuracy and compliance with coverage requests.
- Respond to underwriting requests and collaborate with clients as needed.
- Stay abreast of industry trends and regulatory changes, participating in continued education and professional development opportunities.
- Pursue professional development and certifications, including obtaining CISR, CIC, and AAI designations, and maintaining required continuing education for licenses.
- Ensure the confidentiality of client information and adherence to agency service standards and regulatory requirements.
- Other duties as assigned to successfully complete role.
We'd love to meet you if your professional track record includes these skills:
- High school diploma or equivalent, required.
- 3+ years of experience working in customer service, underwriting, commercial lines insurance for a carrier or broker preferred.
- Familiarity with insurance company markets, binding authority, and underwriting guidelines preferred.
- Must be detailed with excellent organizational and time management skills.
- Good interpersonal skills and a high sense of urgency.
- Excellent written and verbal communication.
- Proficiency in Microsoft office applications required.
- Must have the ability to work under pressure and multi-task.
- 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.
- Be a self-starter and problem solver.
- AAI, CIC, CISR, or CRIS designation preferred
- Must acquire Property Casualty and Life & Health resident and nonresident agency/broker licenses within 6 months of hire and comply with continuing education requirements.
Valuable benefits.
We value and respect the impact our colleagues make every day both inside and outside of work. Our culture promotes colleague well-being through robust benefits programs and resources, professional and personal development opportunities, and fulfillment through meaningful work.
Some benefits included in this role are:
- Generous time off, including personal and volunteering
- Tuition reimbursement and professional development opportunities
- Hybrid work
- Charitable contribution match programs
- Stock purchase opportunities
Follow us on social media to meet our colleagues and see what makes us tick:
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Who you are is who we are.
We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. We are always seeking those with ethics, talent, and ambition who are interested in joining our client-focused teams.
Marsh and its affiliates are EOE Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers.
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