Client Manager - Personal Insurance

Marsh McLennan • Helena, MT

8d

About The Position

Marsh McLennan Agency’s Personal Insurance division is seeking a passionate, people-oriented service professional to develop, implement, and deliver insurance and risk management customer service. The Client Manager supports clients by tailoring personal risk management solutions to their circumstances and works with sales professionals, colleagues, carriers, and underwriters. The role includes hands-on training, feedback, mentorship, and professional development. Team members are expected to represent the brand with excellence and integrity, collaborate, and contribute to shared success.

The position also follows organizational policies, sales and service standards, and established workflows; maintains accurate files and account records; protects confidential information; and contributes as a dependable member of the team. Marsh McLennan Agency describes its work environment as diverse, inclusive, and flexible.

Requirements

• Exceptional customer service and client support skills.
• Ability to build and maintain positive relationships with clients and colleagues.
• Strong attention to detail and ability to meet deadlines and provide accurate, complete information.
• Adaptability to changing industry and client needs.
• Interest in learning, improving, and pursuing professional development.
• Ability to embrace the company’s core values of accountability, balance, excellence, integrity, respect, and humanity.

Responsibilities

• Work with customers and carriers to handle incoming service requests.
• Inform and educate clients, carriers, and underwriters, and make recommendations to them.
• Manage new and renewal insurance marketing, including negotiating with carriers, preparing presentations and proposals, collecting customer information, and ordering insurance policies from carriers.
• Determine coverage acceptability and placement, and recommend improved or additional insurance coverage to customers.
• Accurately capture, enter, and maintain customer account information in the agency management system.
• Work with colleagues to identify and follow through on up-sell and cross-sell opportunities.
• Provide effective and efficient customer service with the designated sales and service team.
• Follow organization policies and procedures, sales and service standards, and established workflows.
• Maintain quality control through proper file documentation and maintenance.
• Maintain confidentiality and contribute positively as a team member.

Benefits

• Competitive compensation package, with local and state salary thresholds honored.
• May be eligible for performance-based incentives.
• May be eligible for annual profit sharing.
• Benefits package that includes paid paternity/maternity leave, medical leave, 401(k) savings, and other wellbeing programs.
• Hands-on training, consistent feedback, mentorship, resources, and development.

What This Job Offers

• Job Type: Full-time
• Education Level: No Education Listed