Support Specialist - Business Insurance

Marsh McLennan • Helena, MT

5d

About The Position

Marsh McLennan Agency’s Business Insurance team is seeking a people-oriented customer service professional to provide insurance and risk management service to clients. This role is suitable for someone new to insurance or customer service and offers opportunities to develop through mentorship, training, resources, and professional development, with potential to advance and specialize in client service or industry areas. The position works with the Business Insurance Client Management team and insurance carriers, supporting service requests, customer records, certificates, and account activities. Team members are expected to represent the brand with excellence and integrity, collaborate with colleagues, follow established policies and workflows, maintain quality documentation, and protect confidential information.

Requirements

• Strong customer service and client support orientation.
• Ability to communicate and work effectively with clients, colleagues, and insurance carriers.
• Attention to detail and ability to meet deadlines and produce accurate, complete work.
• Ability to maintain positive working relationships and contribute as a dependable team member.
• Willingness to learn, improve, and pursue professional development.
• Adaptability to changing industry conditions and client needs.
• Commitment to accountability, balance, excellence, integrity, respect, and humanity.

Responsibilities

• Handle incoming service requests in coordination with the Business Insurance Client Management team and insurance carriers.
• Correspond proactively and effectively with clients, colleagues, and carriers.
• Manage and issue certificates of insurance for assigned Business Insurance accounts.
• Collaborate on accounts, including negotiating with insurance carriers, preparing presentation and proposal materials, and ordering insurance policies from carriers.
• Maintain accurate, up-to-date customer records in the agency management system.
• Verify that certificate coverages match policy coverages and that certificates comply with state law.
• Support effective and efficient customer service in coordination 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, subject to local and state salary thresholds.
• May be eligible for performance-based incentives.
• Annual profit sharing may be available.
• Benefits package that includes paid paternity and maternity leave, medical leave, 401(k) savings, and other wellbeing programs.
• Mentorship, training, resources, and professional development opportunities.

What This Job Offers

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