Client Manager - Personal Insurance

Marsh McLennan • Great Falls, 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 excellent insurance and risk-management customer service. The role supports clients by tailoring personal risk-management solutions to their circumstances and working with sales professionals, carriers, and underwriters. The company provides hands-on training, feedback, mentorship, resources, and professional development. Team members are expected to represent the brand with excellence and integrity, collaborate with colleagues, and contribute to shared success.

The position manages customer service requests and new and renewal insurance marketing, including carrier negotiations, proposals, customer information collection, and policy ordering. It also involves assessing coverage placement, recommending coverage, maintaining accurate account records, and supporting cross-selling and upselling. The role follows company policies, service standards, and workflows; maintains quality documentation and confidentiality; and contributes to an effective customer service team.

Requirements

• Strong customer-service orientation and commitment to providing exceptional client support.
• Ability to build and maintain positive relationships with clients, colleagues, carriers, and underwriters.
• Attention to detail and ability to meet deadlines and provide accurate, complete information.
• Ability to adapt to changing industry conditions and client needs.
• Interest in learning, improving, and pursuing professional development.
• Ability to embrace the company's stated core values: 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 policies from carriers.
• Determine 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.
• Work with colleagues to identify and follow through on upselling and cross-selling opportunities.
• Help 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.
• Maintain confidentiality and contribute positively 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 that includes paid paternity/maternity leave, medical leave, 401K savings, and other wellbeing programs.
• Hands-on training, consistent feedback and development, mentorship, and professional resources.

What This Job Offers

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