Client Manager - Personal Insurance

Marsh McLennan Agency-Northwest • Missoula, MT

8d

About The Position

Marsh Agency’s Personal Insurance division is seeking a passionate, people-oriented service professional to develop, implement, and deliver outstanding insurance and risk management customer service. The Client Manager supports clients by tailoring personal risk management solutions to their circumstances and works with customers, carriers, colleagues, and underwriters to provide information, education, recommendations, and effective service.

The role includes managing new and renewal insurance marketing, evaluating coverage acceptability and placement, recommending coverage, maintaining accurate account records, and identifying opportunities to upsell and cross-sell. The position follows organizational policies, service standards, and workflows and maintains quality through proper documentation, file maintenance, and confidentiality.

Marsh Agency provides hands-on training, feedback, mentorship, resources, and development. The organization emphasizes collaboration, integrity, accountability, balance, excellence, respect, and humanity, and is committed to a diverse, inclusive, and flexible work environment.

Requirements

• Passion for exceptional client service and support.
• Ability to understand business and people.
• Strong interpersonal skills, including the ability to work with people on challenging days.
• Team orientation and ability to maintain positive relationships with colleagues.
• Attention to detail and ability to meet deadlines and provide accurate, complete information when interacting with clients, colleagues, and carriers.
• Willingness to learn, improve, and pursue professional development.
• Adaptability to changing industry conditions and client needs.
• Commitment to the stated core values of accountability, balance, excellence, integrity, respect, and humanity.

Responsibilities

• Handle incoming service requests by working with customers and carriers; inform and educate clients, carriers, and underwriters and make recommendations.
• Manage new and renewal insurance marketing, including negotiating with carriers, preparing presentation and proposal materials, collecting customer information, and ordering policies from carriers.
• Determine the acceptability and placement of coverage and recommend improved or additional coverage to customers.
• Ensure customer account information is accurately captured, entered, and maintained in the agency management system.
• Work with colleagues to identify and follow through on upsell 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.
• Ensure quality control through proper file documentation and maintenance.
• Maintain confidentiality and contribute positively as a team member.

Benefits

• Competitive compensation package; base pay depends on experience, skills, training, location, certifications, and education.
• May be eligible for performance-based incentives.
• Annual profit sharing.
• Paid paternity and maternity leave.
• Medical leave.
• 401(k) savings.
• Other wellbeing programs.
• Hands-on training, feedback, mentorship, resources, and development.

What This Job Offers

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