Client Manager - Personal Insurance

Marsh McLennan • Missoula, MT

9d

About The Position

Marsh McLennan Agency’s Personal Insurance division is seeking a passionate, people-oriented service professional to 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 hands-on training, ongoing feedback and development, mentorship, and collaboration with sales and service colleagues. Team members are expected to represent the brand with excellence and integrity and contribute to shared success.

Requirements

• Passion for exceptional client 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.
• Adaptability 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

• Handle incoming service requests by working with customers and carriers; inform, educate, and make recommendations to clients, carriers, and underwriters.
• 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 coverage improvements or additional coverage to customers.
• Accurately capture, enter, and maintain customer account data 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 delivers effective and efficient customer service.
• Follow organizational policies and procedures, sales and service standards, and established workflows.
• Maintain quality control through appropriate file documentation and maintenance, protect confidentiality, and contribute as a dependable 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/maternity leave, medical leave, 401K savings, and other wellbeing programs.
• Hands-on training, consistent feedback and development, mentorship, and resources.

What This Job Offers

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