Insurance Customer Service Manager

4 days ago


Helena, Montana, United States Marsh McLennan Agency-Northwest Full time
About the Role

We are seeking a highly skilled and motivated Client Manager to join our team at Marsh McLennan Agency-Northwest. As a Client Manager, you will be responsible for delivering exceptional customer service and support to our clients, ensuring their needs are met and exceeded.

Key Responsibilities
  • Manage commercial accounts, including negotiating new and renewal policies with carriers, preparing presentation and proposal materials, and responding to policy inquiries.
  • Collaborate with colleagues to provide customers with insurance coverage analysis and recommendations for improved or additional coverage.
  • Update customer information and maintain accurate records in our agency management system.
  • Identify and pursue up-sell and cross-sell opportunities with colleagues.
  • Provide effective and efficient customer service, ensuring a smooth client experience.
Requirements
  • You are a client service advocate, passionate about delivering exceptional customer service and support.
  • You are a team player, maintaining positive relationships with colleagues and enjoying it.
  • You are detail-oriented, able to pay attention to details, make deadlines, and be accurate and complete when interacting with clients, colleagues, and carriers.
  • You are eager to learn and pursue professional development.
  • You are adaptable, able to stay on your toes in a constantly changing industry.
What We Offer

We take pride in providing our colleagues with a competitive compensation package, including a base pay determined by 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.

We celebrate and promote the many backgrounds, heritages, and perspectives of our colleagues and clients, and we are always seeking those with ethics, talent, and ambition who are interested in joining our client-focused teams.



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