Associate Client Manager - Employee Health & Benefits

Marsh McLennan Agency-Northwest•Bozeman, MT

About The Position

As an Associate Client Manager you’ll partner with your client relations colleagues to deliver the best customer service and support to our Employee Health & Benefits clients, colleagues and carriers. 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 Marsh McLennan Agency. 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. 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

You’re smart. You understand business and people.
You’re good with people, even on the tough days—good client service is just part of who you are and you love making people happy.
You’re a team player. You maintain positive relationships with your colleagues—and you enjoy it.
You’re that person everyone can depend on—to pay attention to details, to make deadlines, to be accurate and complete when interacting with clients, colleagues and carriers.
You love to learn.
You can adapt—because our industry changes constantly and so do the needs of our clients. You’re good at staying on your toes.
You’re ready for a meaningful change. No more corporate vanilla structure for you.
You’re ready to embrace our core values: accountability, balance, excellence, integrity, respect and humanity.

Nice To Haves

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 Marsh McLennan Agency.

Responsibilities

Provide amazing client service: ensure customer service needs are addressed in a timely fashion and effectively.
Work on accounts: including negotiating with insurance carriers, preparing presentation and proposal materials, collecting client information and ordering insurance policies from carriers.
Update client information: keep accurate, up-to-date records on clients in our agency management system.
Follow organization policies and procedures, 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.