Client Manager - Employee Health & Benefits

Marsh McLennan Agency-Northwest•Missoula, MT

About The Position

Marsh McLennan Agency’s Employee Health and Benefits 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. As a Client Manager you are in charge of ensuring a smooth client experience by managing day-to-day customer service interactions and maintaining strong and long-lasting relationships with our clients. 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

Demonstrated experience managing large group (51+ lives).
Client service expert.
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.
Can adapt—because our industry changes constantly and so do the needs of our clients.
Good at staying on your toes.
Ready for a meaningful change.
Embrace our core values: accountability, balance, excellence, integrity, respect and humanity.

Nice To Haves

Experience with self-insured plans is strongly preferred.
Throw all stereotypes of “insurance” out the window and love your job.
No more corporate vanilla structure for you.

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.
Analysis: provide customers with insurance coverage analysis and recommendations for improved or additional coverage.
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.