Client Manager - Personal Insurance

Marsh McLennan • Billings, MT

7d

About The Position

Marsh McLennan Agency’s Personal Insurance division is seeking a passionate, people-oriented service professional to deliver insurance and risk management service to clients. The Client Manager supports clients by tailoring personal risk management solutions to their circumstances and works with colleagues, carriers, and underwriters to address service needs and coverage options. The role includes hands-on training, ongoing feedback and development, and collaboration with sales professionals. Marsh McLennan Agency emphasizes excellent and ethical client service, teamwork, and shared accountability.

Requirements

• Strong commitment to exceptional customer service and client support.
• Ability to understand business and people and build positive relationships with clients, colleagues, carriers, and underwriters.
• Attention to detail and ability to meet deadlines and produce accurate, complete work.
• Adaptability to changing industry conditions and client needs.
• Interest in learning, improving, and pursuing 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.
• Manage new and renewal insurance marketing, including negotiating with carriers, preparing presentations and proposals, collecting customer information, and ordering policies.
• Determine the acceptability and placement of coverage and recommend improved 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 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.
• Maintain quality control through proper file documentation and maintenance.
• Maintain confidentiality and contribute positively as a member of the team.

Benefits

• Competitive compensation package.
• 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