Senior Client Operations & Agreements Specialist

About the role

The Client Engagement Specialist serves as a strategic liaison and subject matter expert for client lifecycle management and agreement administration. This role bridges client-facing teams, operations, and specialist functions to ensure seamless, compliant, and exceptional service delivery throughout the entire client engagement lifecycle.

Responsibilities

• Serve as the primary intake and escalation point for client change requests, including amendments, off-cycle renewals, anniversary reviews, and ad hoc support.
• Triage incoming work, assign ownership, and coordinate handoffs across Client Management, Account Management, and partner teams.
• Advise business leads and client service teams on agreement structure, approvals, redlines, renewals, and signature workflows.
• Monitor queues, track progress, identify at-risk items, and remove blockers before they affect service or compliance.
• Review agreements and agreement data for quality, accuracy, and compliance; drive corrections as needed.
• Develop templates, checklists, and workflow improvements that increase efficiency, consistency, and client satisfaction.
• Coach team members and support cross-functional collaboration on complex client lifecycle events.

Requirements

• 5+ years of experience in client servicing, account management, operations, client support, or agreement administration.
• Strong project management and organizational skills with the ability to manage multiple priorities.
• Excellent verbal and written communication skills and the ability to collaborate across teams and levels.
• Proficiency with Microsoft Office; knowledge of compliance, regulatory, and fiduciary requirements.
• A high school diploma or equivalent required; bachelor’s degree preferred.

Qualifications

• Experience in insurance or financial services client servicing or operations.
• Experience with DocuSign CLM, SharePoint, Power Platform, or workflow automation tools.
• Experience coaching teams, leading process improvements, and using AI tools in a professional setting.

Skills

• Strategic thinking and operational expertise.
• Exceptional problem-solving and decision-making abilities.
• Effective communication and collaboration skills.
• Ability to manage multiple priorities and deadlines.
• Knowledge of compliance, regulatory, and fiduciary requirements.

Benefits

Marsh offers a range of career opportunities, as well as benefits and rewards to enhance your well-being. These include:

• Professional development opportunities.
• Interesting work and supportive leaders.
• A vibrant and inclusive culture.
• Flexible work arrangements, including the option to work remotely and collaborate in the office.
• Access to a global network of colleagues and clients.
• Competitive compensation and benefits package.

Pay

Details about pay are not specified in the job posting.

Schedule

This role is a hybrid position requiring at least three days a week in the office.