Client Advisor - Personal Insurance

Marsh McLennan Agency-Northwest•Boise, ID

17h

About The Position

Marsh McLennan Agency’s Personal Insurance division is looking for a passionate and people-oriented service professional to develop, implement and deliver outstanding insurance and risk management customer service to our clients. Our ideal candidate is adept at providing exceptional customer service and supporting the needs of our clients, tailoring personal risk management solutions according to their client’s unique circumstances. In your career at MMA, you’ll be given constant support, with a hands-on training program, consistent feedback and development, and work alongside driven and passionate sales professionals. We will give you access to mentorship, training, resources, and development to ensure your success, but you will need to supply the spirit. Our colleagues don’t stop short of excellence and are compelled 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.
Team oriented.
Maintain positive relationships with colleagues.
Pay attention to details, make deadlines, be accurate and complete when interacting clients, colleagues and carriers.
Eager to learn and pursue professional development.
Able to adapt to industry changes and client needs.
Embrace core values: accountability, balance, excellence, integrity, respect and humanity.

Nice To Haves

Ready to throw all stereotypes of “insurance” out the window and challenge the status-quo.
Ready for a meaningful change. No more corporate vanilla structure for you.

Responsibilities

Work with customers and carriers to handle incoming service requests.
Inform, educate, and make recommendations to clients, carriers and underwriters.
Manage new and renewal insurance marketing: including negotiating with carriers, preparing presentation and proposal materials, collecting customer information and ordering insurance policies from carriers.
Determine acceptability and placement of coverage.
Provide customers with insurance coverage recommendations for improved or additional coverage.
Update customer information: Ensure account data is accurately captured, entered and maintained in our agency management system.
Upsell & cross sell: work with your colleagues to find and follow-through on up-sell and cross-sell opportunities.
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.