Client Manager - Personal Insurance

Marsh McLennan • Billings, MT

9d

About The Position

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

Requirements

• Strong commitment to exceptional client service and support.
• Ability to understand business and people and work effectively with customers, colleagues, carriers, and underwriters.
• Attention to detail and ability to meet deadlines and produce accurate, complete work.
• Ability to adapt to changing industry conditions and client needs.
• Interest in learning, improvement, and professional development.
• Commitment to the organization’s core values: accountability, balance, excellence, integrity, respect, and humanity.

Responsibilities

• Handle incoming service requests by working with customers and carriers; inform, educate, and make recommendations to clients, carriers, and underwriters.
• Manage new and renewal insurance marketing, including negotiating with carriers, preparing presentations and proposals, collecting customer information, and ordering policies from carriers.
• Assess coverage acceptability and placement and recommend improved or additional coverage to customers.
• Maintain accurate customer information in the agency management system.
• Work with colleagues to identify and follow through on up-sell and cross-sell opportunities.
• Ensure the designated sales and service team provides effective and efficient customer service.
• Follow organizational policies, procedures, sales and service standards, and established workflows.
• Maintain quality through proper file documentation and maintenance, protect confidentiality, and contribute as a member of the team.

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 may include paid paternity/maternity leave, medical leave, 401(k) savings, and other wellbeing programs.
• Hands-on training, feedback, mentorship, resources, and development.

What This Job Offers

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