Client Manager

1 month ago


Bozeman, Montana, United States Marsh McLennan Agency-Northwest Full time

The Job:


Marsh McLennan Agency's Personal Insurance division is looking for a passionate and people-oriented service professional to develop, implement and deliver outstanding insurance and risk management customer service to our clients.

Our ideal candidate is adept at providing exceptional customer service and supporting the needs of our clients, tailoring personal risk management solutions according to their client's unique circumstances.


In your career at MMA, you'll be given constant support, with a hands-on training program, consistent feedback and development, and work alongside driven and passionate sales professionals.

We will give you access to mentorship, training, resources, and development to ensure your success, but you will need to supply the spirit.

Our colleagues don't stop short of excellence and are compelled to do what's best for their clients, colleagues and communities.


What You'll Be Doing:
Work with customers and carriers to handle incoming service requests. We will count on you to 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 insurance policies from carriers.


Analysis:

You can determine acceptability and placement of coverage and also provide customers with insurance coverage recommendations for improved or additional coverage.


Update customer information:
Ensure account data is accurately captured, entered and maintained in our agency management system.

Up sell & cross sell:
work with your colleagues to find and follow-through on up-sell and cross-sell opportunities.

Customer service:
ensure that you and your designated sales and service team provide effective and efficient customer service.
Plus (the fine print): you'll follow organization policies and procedures, sales and service standards and established workflows. You'll ensure quality control through proper file documentation and maintenance. You'll maintain confidentiality and be an all-around awesome member of our team.

Who We're Looking For:
You're a client service advocate. You're passionate about delivering an exceptional level of customer service and support.
You're ready to throw all stereotypes of "insurance" out the window and challenge the status-quo.
You're smart. You understand business and people.
You're good with people, even on the tough days.
You're team oriented. You maintain positive relationships with your colleagues-and you enjoy it.

You're that person everyone can depend on to pay attention to details, to make deadlines, to be accurate and complete when interacting clients, colleagues and carriers.

You love to learn. You're earnest about improving and pursuing professional development.
You can adapt-because our industry changes constantly and so do the needs of our clients. You're good at staying on your toes.
You're ready for a meaningful change. No more corporate vanilla structure for you. (Yes, an insurance company really just said that.)

You embrace our core values:
accountability, balance, excellence, integrity, respect and humanity.

The Perks:


We take pride in providing our colleagues with a competitive compensation package; we will honor all local and state salary thresholds.

The base pay offered will be determined on factors such as experience, skills, training, location, certifications, and education.

Additionally, this position may be eligible for performance-based incentives, annual profit sharing and a benefits package that includes paid paternity/maternity leave, medical leave, 401K savings and other wellbeing programs.

Decisions will be determined on a case-by-case basis.

Who you are is who we are.

We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. We are always seeking those with ethics, talent, and ambition who are interested in joining our client-focused teams.

  • Bozeman, Montana, United States Creative Alignments Full time

    Top brands turn to commonFont to envision, activate, and advance best-in-class Experience Management programs. Join our exceptional team in beautiful Bozeman to implement, manage, and evolve commonFont's technology resources to support our IT and Security objectives commonFont commonFont helps companies implement and evolve their CX and EX programs and...


  • Bozeman, Montana, United States tapwage Full time

    Digital Solutions Manager – Townsquare Ignite This is an in the field digital media sales position that requires you to work closely and collaboratively with a team.About Townsquare Ignite:Founded in 2010, Townsquare Ignite products and solutions are a combination of our owned and operated digital properties, our proprietary digital programmatic...


  • Bozeman, Montana, United States Best Western Plus GranTree Inn Full time

    Driftwood Hospitality Management's company culture empowers our associates to take initiative, be proactive, and contribute to the success of their property with well-defined strategies and objectives. Driftwood Hospitality Management is renowned for our fully integrated approach to hospitality services — all with outstanding client service. Our team is...


  • Bozeman, Montana, United States Best Western Plus GranTree Inn Full time

    Driftwood Hospitality Management's company culture empowers our associates to take initiative, be proactive, and contribute to the success of their property with well-defined strategies and objectives. Driftwood Hospitality Management is renowned for our fully integrated approach to hospitality services — all with outstanding client service. Our team is...


  • Bozeman, Montana, United States J2T Financial Recruiting Full time

    What's Awesome About Our Client?Exciting growth plan for the next few yearsRecent project pushing them into a new construction categoryExcellent work-life balance Fun close-knit team environmentWHY THIS JOB: HUMAN RESOURCES MANAGERA local civil construction service company is looking for an HR Manager to join our team and lead the development and...


  • Bozeman, Montana, United States J2T Financial Recruiting Full time

    Whats Awesome About Our Client? Exciting growth plan for the next few years Recent project pushing them into a new construction category Excellent work-life balance Fun close-knit team environment WHY THIS JOB: HUMAN RESOURCES MANAGER A local civil construction service company is looking for an HR Manager to join our team and lead the development and...


  • Bozeman, Montana, United States The Sundt Companies Inc Full time

    As a 100% employee-owned contractor, when you work at Sundt, you're not just hiring on at a company, you're joining a culture. Because everyone at Sundt is part owner, you'll join a team of people who are deeply invested in their work. From apprentices to managers, we're passionate about the details and deliberate in everything we do.At Sundt we focus on...


  • Bozeman, Montana, United States TKC Holdings, Inc. Full time

    Wage Rate$100,000/year OverviewAre you looking for a career with premium benefits and the potential for growth? At Trinity Services Group, a TKC Holdings Company, we've created something special, a better place to work and grow. Many employees start just expecting a paycheck but end up with a rewarding career. We provide exceptional training and a clear...


  • Bozeman, Montana, United States TKC Holdings, Inc. Full time

    Wage Rate$100,000/year OverviewAre you looking for a career with premium benefits and the potential for growth? At Trinity Services Group, a TKC Holdings Company, we've created something special, a better place to work and grow. Many employees start just expecting a paycheck but end up with a rewarding career. We provide exceptional training and a clear...


  • Bozeman, Montana, United States Chico's FAS Full time

    Join our chic team, dedicated to a styling and social experience that inspires women to express their individuality.POSITION OBJECTIVE:The Store Manager is primarily responsible for promoting a customer and product-focused sales culture where our values and guiding principles are at the forefront of all store operations, including managing sales operations,...


  • Bozeman, Montana, United States Chico's FAS Full time

    Join our chic team, dedicated to a styling and social experience that inspires women to express their individuality.POSITION OBJECTIVE:The Store Manager is primarily responsible for promoting a customer and product-focused sales culture where our values and guiding principles are at the forefront of all store operations, including managing sales operations,...

  • IT Technician

    1 week ago


    Bozeman, Montana, United States Volunteer State Community College Full time

    Position: IT Technician at Volunteer State Community College Job Description: The IT Technician role at Volunteer State Community College involves managing faculty and staff workstations, computer labs, software installation, hardware maintenance, security implementation, program modifications, and troubleshooting for both Apple and Windows operating...


  • Bozeman, Montana, United States Home Instead Full time

    Objective:The Home Care Consultant plays a crucial role in reaching revenue goals for the assigned territory. By engaging in Sales and Marketing tasks such as identifying new referral sources and nurturing existing relationships, this position aims to drive business growth. Regular reporting to the Manager is essential to track progress, share achievements,...

  • HVAC Dispatcher

    1 week ago


    Bozeman, Montana, United States Ambient Air Solutions Inc Full time

    A Dispatcher is a professional who is responsible for maintaining the service technician's daily schedules by ensuring that jobs are dispatched smoothly and coordinating with customers to provide precise logistics of job location and time. Benefits for our Employees: We offer great earning potential Paid vacation, sick, and holiday leave 401(k) with company...

  • Senior Planner

    2 weeks ago


    Bozeman, Montana, United States IMEG Corp Full time

    Are you Ready to Engineer Your Career? At IMEG, one of the largest design consulting firms in the U.S., we strive to provide exciting and rewarding career opportunities to our team members. We work hard and are passionate about what we do but also love to have fun along the way. We celebrate the ability to be a firm of over 2500 employees in the US and...

  • Staff Accountant

    1 week ago


    Bozeman, Montana, United States 46 Entertainment Full time

    Job DescriptionJob Description46 ENTERTAINMENTJob Description POSITION TITLE: Staff AccountantQUALIFICATIONS: Associates Degree with 3 years of experience in a comparable work-related field preferred but not required. Strong knowledge of computer software applications word processing, spreadsheet, presentation, QuickBooks Online. Verbal skills to convey...

  • Hiring Coordinator

    1 week ago


    Bozeman, Montana, United States Cornerstone Caregiving Full time

    Are you an adaptable and detail-oriented professional looking to work in a growing company? Cornerstone Caregiving is a non-medical, in-home care company primarily serving seniors.With over 140 offices in just under 4 years, we aim to provide the highest quality of care for our clients across 37 different states (and counting). You will be responsible for...


  • Bozeman, Montana, United States Advanced Electronic Designs Inc Full time

    Who We Are Advanced Electronic Designs, Inc. (AED) is an engineering product design and development firm located in Bozeman, Montana. Founded in 1994, AED thrives on solving intricate design challenges and developing innovative solutions for a diverse clientele. Our environment is fast-paced and engaging, coupled with a healthy work-life balance and...


  • Bozeman, Montana, United States Advanced Electronic Designs Full time

    Who We AreAdvanced Electronic Designs, Inc. (AED) is an engineering product design and development firm located in Bozeman, Montana. Founded in 1994, AED thrives on solving intricate design challenges and developing innovative solutions for a diverse clientele. Our environment is fast-paced and engaging, coupled with a healthy work-life balance and...

  • Travel Nurse

    4 weeks ago


    Bozeman, Montana, United States GLC on the GO Full time

    GLC on the GO is seeking an experienced Medical Surgical/Telemetry Registered Nurse for an exciting Travel Nursing job in Gallatin, TNShift:3x12 hr nights Start Date: 05/13/2024 Duration: 13 weeks Pay: $1828 / Week About GLC on the GO:WE ARE GLC GROUPWe go that little extra to turn ordinary into extraordinaryWe do the right thing the right way.We are...