Client Manager - Personal Insurance

Marsh McLennan • Stevensville, 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 customers, carriers, and underwriters. The role includes hands-on training, ongoing feedback and development, and collaboration with sales and service colleagues.

Requirements

• Passion for exceptional client service and support.
• Strong interpersonal skills and ability to maintain positive relationships with clients, colleagues, carriers, and underwriters.
• Attention to detail and ability to meet deadlines and provide accurate, complete work.
• Team-oriented approach and adaptability to changing industry and client needs.
• Interest in learning, improving, and pursuing professional development.
• Embrace accountability, balance, excellence, integrity, respect, and humanity.

Responsibilities

• Handle incoming service requests from customers and carriers; 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 policies from carriers.
• Assess coverage acceptability and placement and recommend improved or additional coverage to customers.
• Accurately capture, enter, and maintain customer account information in the agency management system.
• Identify and follow through on up-sell and cross-sell opportunities with colleagues.
• Ensure the designated sales and service team provides effective and efficient customer service.
• Follow organizational policies and procedures, sales and service standards, and established workflows.
• Maintain quality control through proper file documentation and maintenance, protect confidentiality, and contribute as a dependable team member.

Benefits

• Competitive compensation package; base pay is determined by experience, skills, training, location, certifications, and education.
• May be eligible for performance-based incentives and annual profit sharing.
• Benefits package may include paid paternity/maternity leave, medical leave, 401(k) savings, and other wellbeing programs.
• Hands-on training, consistent feedback and development, mentorship, and resources.

What This Job Offers

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