Support Specialist - Business Insurance

Marsh McLennan • Bozeman, MT

6d

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 offers an opportunity to develop within the insurance industry, with access to mentorship, training, resources, and career development. The position works with the Business Insurance Client Management team and insurance carriers to respond to service requests, maintain client records, and support effective client service. Team members are expected to represent the organization with excellence and integrity, collaborate with colleagues, follow established standards and workflows, document and maintain files, and protect confidential information.

Requirements

• Passion for delivering exceptional customer service and client support.
• Strong interpersonal skills and the ability to maintain positive relationships with colleagues and clients.
• Attention to detail and the ability to meet deadlines and produce accurate, complete work when interacting with clients, colleagues, and carriers.
• Adaptability to changing industry conditions and client needs.
• Willingness to learn, improve, and pursue professional development.
• Alignment with the organization’s core values of accountability, balance, excellence, integrity, respect, and humanity.

Responsibilities

• Handle incoming service requests in collaboration with the Business Insurance Client Management team and insurance carriers.
• Manage and issue certificates of insurance for the assigned Business Insurance book of business.
• Collaborate on accounts, including negotiating with insurance carriers, preparing presentation and proposal materials, and ordering insurance policies from carriers.
• Maintain accurate and up-to-date customer information in the agency management system.
• Verify that certificate coverages match policy coverages and that certificates comply with state law.
• Help the designated sales and service team provide effective and efficient customer service.
• Follow organizational policies and procedures, sales and service standards, and established workflows.
• Ensure quality control through proper file documentation and maintenance.
• Maintain confidentiality and contribute as a collaborative 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.

What This Job Offers

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