Client Manager - Personal Insurance

Marsh McLennan • Great Falls, MT

9d

About The Position

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

Requirements

• Exceptional customer service and client support orientation.
• Strong interpersonal and communication skills, including the ability to work effectively with clients, colleagues, carriers, and underwriters.
• Attention to detail and the ability to meet deadlines and produce accurate, complete work.
• Ability to adapt to changing industry conditions and client needs.
• Commitment to teamwork, accountability, integrity, respect, excellence, balance, and humanity.
• Interest in learning, improvement, and professional development.

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 presentations and proposals, collecting customer information, and ordering policies from carriers.
• Determine the acceptability and placement of coverage and recommend improved or additional 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.
• 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 positively to the team.

Benefits

• Competitive compensation package; base pay is determined by experience, skills, training, location, certifications, and education, and local and state salary thresholds will be 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