Client Engagement Manager

Client Engagement Manager

Client Engagement Manager

We will count on you to:

• This role encompasses managing client insurance operations, supporting content creation/concept notes for clients, and assisting in the development of engagement plans to drive business growth. The role requires strong communication skills, analytical capabilities, and the ability to coordinate cross-functional teams to deliver high-quality, timely, and client-focused solutions.

Key Responsibilities:

• Manage client insurance operations including policy management, claims management, and management information systems (MIS) to ensure smooth and efficient service delivery.
• Develop persuasive proposal and presentation content, including executive summaries & concept notes tailored to client needs, adhering to company best practices.
• Help create content for clients such as concept notes on exposure analysis, new risk evaluations, and other relevant materials to support client understanding and decision-making.
• Assist in creating engagement plans for key clients and prospects, including proposals, client-specific seminars, and other targeted initiatives to strengthen client relationships and business opportunities.
• Serve as a key resource for benchmarking data leveraging insurance industry knowledge and data handling expertise to analyze datasets supporting business improvement, strategy projects, and client management.
• Conduct gap analysis against benchmark data and provide strategic insights to client executive teams across various business areas to adapt plans and address resource and operational challenges.
• Ensure all incoming work is managed efficiently, accurately, and within established Key Performance Indicators (KPIs) and deadlines to consistently meet or exceed internal and external customer expectations.
• Support both short-term and long-term operational and strategic business initiatives.
• Facilitate strategy formulation by identifying client and prospect business drivers and directing optimal proposal communication strategies.
• Collaborate with client executives to manage the end-to-end RFP/bid/tender response process, including pitch strategy formulation, content development, documentation preparation, and support for client presentations and marketing collateral.
• Obtain feedback and conduct debrief sessions with client relationship managers and consulting teams post-proposal to identify successes and areas for improvement.
• Coordinate with client executives, operations, and other stakeholders to prioritize RFP responses and align resources effectively.
• Manage components or entire processes of complex proposal and presentation development, ensuring quality and timely delivery.

Required Skills and Qualifications:

• Demonstrated willingness and enthusiasm to learn and develop deep knowledge of the insurance industry, products, and market trends to better support clients and internal teams.
• Experience managing client insurance operations including policy and claims management, and familiarity with MIS systems.
• Excellent written and verbal communication skills with the ability to craft compelling proposals, presentations, and client content such as concept notes and risk evaluations.
• Strong analytical skills with experience in gap analysis and strategic insight generation.
• Proficiency in data analysis and benchmarking, preferably with knowledge of the insurance industry.
• Proven ability to manage multiple priorities and deadlines in a fast-paced environment.
• Experience coordinating cross-functional teams and working collaboratively with client executives and internal stakeholders.
• Detail-oriented with a commitment to accuracy and quality in deliverables.
• Ability to support both operational and strategic business activities effectively.
• Strong interpersonal skills to facilitate feedback sessions and continuous improvement.
• Ability to assist in developing client engagement plans including proposals and client-specific seminars.

Why join our team:

• We help you be your best through professional development opportunities, interesting work and supportive leaders.
• We foster a vibrant and inclusive culture where you can work with talented colleagues to create new solutions and have impact for colleagues, clients and communities.
• Our scale enables us to provide a range of career opportunities, as well as benefits and rewards to enhance your well-being.

Marsh, a business of Marsh McLennan (NYSE: MMC), is the world’s top insurance broker and risk advisor. Marsh McLennan is a global leader in risk, strategy and people, advising clients in 130 countries across four businesses: Marsh, Guy Carpenter, Mercer and Oliver Wyman . With annual revenue of $23 billion and more than 85,000 colleagues, Marsh McLennan helps build the confidence to thrive through the power of perspective. For more information, visit marsh.com , or follow on LinkedIn and X.

Marsh McLennan is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people regardless of their sex/gender, marital or parental status, ethnic origin, nationality, age, background, disability, sexual orientation, caste, gender identity or any other characteristic protected by applicable law.

Marsh McLennan is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office. All Marsh McLennan colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one “anchor day” per week on which their full team will be together in person.