Associate Client Manager - Business Insurance

Marsh McLennan Agency-Northwest•Great Falls, MT

2d•Onsite

About The Position

Marsh McLennan Agency’s Business Insurance team is looking for a passionate and people-oriented customer service professional to develop, implement and deliver outstanding insurance and risk management customer service to our clients. If you’re new to the world of insurance or customer service, this position provides an excellent opportunity for you to sharpen your skills and develop in your career at MMA. We’ve created a promising career path with opportunities to move up the ladder and specialize in high-level client service and industry focuses as you move forward. We will give you access to mentorship, training, resources, and development to ensure your success but you will need to supply the drive and desire to be an MMA professional. Our ideal candidate is hungry, humble and smart- they don’t stop short of excellence and are driven to do what’s best for their clients, colleagues, and communities. From admin to accounting and everything in between, we believe our team is all in sales together. We're dedicated to representing our brand with excellence and integrity in every interaction. We collaborate with intention and know every one of us plays a vital role in our shared success.

Requirements

Client service advocate.
Passionate about delivering an exceptional level of customer service and support.
Understand business and people.
Good with people, even on the tough days.
Good customer service is just part of who you are, and you love making people happy.
Team player. Maintain positive relationships with your colleagues—and you enjoy it.
Dependable to pay attention to details, to make deadlines, to be accurate and complete when interacting with clients, colleagues and carriers.
Love to learn. Earnest about improving and pursuing professional development.
Ability to adapt because our industry changes constantly and so do the needs of our clients.
Ready for a meaningful change.
Embrace core values: accountability, balance, excellence, integrity, respect and humanity.

Nice To Haves

New to the world of insurance or customer service

Responsibilities

Work with customers and carriers to handle incoming service requests.
Manage new and renewal insurance marketing: including negotiating with carriers, preparing presentation and proposal materials, collecting customer information and ordering insurance policies from carriers.
Account collaboration: including negotiating with insurance carriers, preparing presentation and proposal materials, collecting customer information and ordering insurance policies from carriers.
Update customer information: keep accurate, up-to-date records on customers in our agency management system.
Up sell & cross sell: work with your colleagues to find and follow-through on up-sell and cross-sell opportunities.
Customer service: ensure that you and your designated sales and service team provide effective and efficient customer service.
Follow organization policies and procedures, sales and service standards and established workflows.
Ensure quality control through proper file documentation and maintenance.
Maintain confidentiality and be an all-around awesome member of our team.