Client Manager - Personal Insurance

Marsh • Billings, MT

6d

About The Position

Marsh Agency’s Personal Insurance division is seeking a passionate, people-oriented service professional to develop, implement, and deliver insurance and risk management customer service. The role supports clients by tailoring personal risk management solutions to their circumstances and working with sales and service colleagues to provide effective, efficient support.

The position includes handling client and carrier service requests; managing new and renewal insurance marketing; assessing coverage placement and making recommendations; maintaining accurate account information in the agency management system; and identifying opportunities to up-sell and cross-sell. The Client Manager is also expected to follow organizational policies, procedures, sales and service standards, and workflows; maintain quality through proper file documentation; protect confidentiality; and contribute positively to the team. Marsh Agency describes ongoing support through hands-on training, feedback, mentorship, resources, and development.

Compensation is competitive, with the base pay determined by factors including experience, skills, training, location, certifications, and education. The position may be eligible for performance-based incentives, annual profit sharing, and a benefits package. Marsh McLennan states its commitment to a diverse, inclusive, and flexible work environment and says accommodations are available upon request.

Requirements

• Passion for delivering exceptional customer service and support.
• Strong interpersonal skills and the ability to maintain positive relationships 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.
• Interest in learning, improvement, and professional development.
• Commitment to the organization's core values of accountability, balance, excellence, integrity, respect, and humanity.

Responsibilities

• Work with customers and carriers to handle incoming service requests, and 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.
• Ensure customer account information is accurately captured, entered, and maintained 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.
• Maintain confidentiality and contribute as a dependable team member.

Benefits

• Competitive compensation package, with local and state salary thresholds honored.
• Potential eligibility for performance-based incentives.
• Potential eligibility 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