Client Manager - Personal Insurance

Marsh McLennan • Kalispell, MT

7d

About The Position

Marsh McLennan Agency’s Personal Insurance division is seeking a people-oriented service professional to develop, implement, and 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 a hands-on training program, ongoing feedback and development, and collaboration with sales professionals. Colleagues are expected to represent the brand with excellence and integrity, contribute to shared success, and follow organizational policies, sales and service standards, and established workflows.

Requirements

• Ability to deliver exceptional customer 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 ensure accurate, complete interactions.
• Ability to adapt to changing industry conditions and client needs.
• Willingness to learn, improve, and pursue professional development.
• Commitment to the company’s core values of 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 presentation and proposal materials, collecting customer information, and ordering insurance policies from carriers.
• Determine the acceptability and placement of coverage and recommend improved or additional coverage to customers.
• Keep customer information accurate and current in the agency management system.
• Work with colleagues to identify and follow through on upsell and cross-sell opportunities.
• Provide effective and efficient customer service with the designated sales and service team.
• 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 team member.

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 and 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