Insurance Client Service Manager

1 month ago


Bozeman, 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 building strong relationships with our clients.

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 that clients receive the highest level of support and satisfaction.
Requirements
  • Strong customer service skills and a passion for delivering exceptional service.
  • Ability to work with customers and carriers to resolve issues and meet client needs.
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues.
  • Strong analytical and problem-solving skills, with the ability to analyze complex insurance coverage issues and provide recommendations.
  • Ability to work in a fast-paced environment and adapt to changing priorities and deadlines.
What We Offer

We offer a competitive compensation package, including a base salary, performance-based incentives, and a benefits package that includes paid paternity/maternity leave, medical leave, 401K savings, and other wellbeing programs. We also offer opportunities for professional development and growth, as well as a collaborative and supportive work environment.

We are an equal opportunities employer and welcome applications from diverse candidates. If you are a motivated and customer-focused individual who is passionate about delivering exceptional service, we encourage you to apply for this exciting opportunity.



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

    Job SummaryWe are seeking a highly skilled Insurance Customer Service Professional to join our team at Marsh McLennan Agency-Northwest. As a key member of our team, you will be responsible for delivering exceptional customer service and support to our clients.Key ResponsibilitiesWork with customers and carriers to handle incoming service requests, providing...


  • Bozeman, Montana, United States HUB International Full time

    HUB International is seeking an Insurance Account Manager to join our team. As an Account Manager, you will be responsible for maintaining a book of business based on department needs, demonstrating the ability to handle a book of business, and working directly with clients to answer questions and obtain information for the purpose of providing a quote,...


  • Bozeman, Montana, United States Allstate - Chet A. Curtis Agency Full time

    Job Title: Insurance Sales SpecialistJob OverviewAt Allstate - Chet A. Curtis Agency, we're seeking a skilled Insurance Sales Specialist to join our team. As an Insurance Sales Specialist, you'll be responsible for interacting with clients to assess their insurance requirements and providing personalized guidance.Key ResponsibilitiesClient Engagement: Engage...


  • Bozeman, Montana, United States Allstate Insurance Agency - Evan Hill Full time

    Job DescriptionAs an Insurance Sales Professional at Allstate Insurance Agency - Evan Hill, you will play a crucial role in helping our local agency grow and thrive. Your primary responsibility will be to engage new prospects and build strong relationships in the community, applying your insurance knowledge and sales skills to increase customers'...

  • Insurance Specialist

    1 month ago


    Bozeman, Montana, United States Dusty Daws - State Farm Agent Full time

    Job OpportunityWe are seeking a highly organized and efficient individual to join our team as an Office Representative at Dusty Daws - State Farm Agent. As a key member of our agency, you will be responsible for providing exceptional customer service, establishing strong relationships with clients, and promoting the development of our business.Key...

  • HVAC Service Manager

    4 weeks ago


    Bozeman, Montana, United States Comfort Systems of Montana Full time

    Job OverviewComfort Systems of Montana is seeking a highly skilled and motivated Service Manager to lead our technician team and drive revenue growth for the service department. This pivotal role is crucial for fostering a seamless operation of our service department, ensuring the delivery of exceptional service standards to both residential and commercial...


  • Bozeman, Montana, United States HUB International Full time

    HUB International is seeking a highly skilled Business Development Manager to join our team. As a key member of our account management team, you will be responsible for maintaining a book of business based on department needs, handling client requests for service, and verifying and maintaining account files.The ideal candidate will have excellent...


  • Bozeman, Montana, United States Human Resource Development Council District IX, Inc Full time

    Job SummaryThe Case Manager, Youth is a vital member of our Customer Support team, responsible for delivering case management services to 14-26-year-olds. This role focuses on educational, career exploration, and housing navigation support for youth, ensuring they receive comprehensive, trauma-informed support while prioritizing equity, confidentiality, and...


  • Bozeman, Montana, United States Gallatin Veterinary Hospital Full time

    Job SummaryWe are seeking a highly skilled and compassionate Customer Service Representative to join our team at Gallatin Veterinary Hospital. As a key member of our front desk team, you will be responsible for providing exceptional customer service to our clients and their pets.Key ResponsibilitiesProvide exceptional customer service to clients and their...


  • Bozeman, Montana, United States Daniel Corbin - State Farm Agent Full time

    Job OverviewAs a State Farm Insurance Agent Representative, you will play a key role in building and developing customer relationships within the community to promote State Farm products, including auto, home, and life insurance. Key Responsibilities:Utilize a customer-focused, needs-based review process to educate customers about insurance...


  • Bozeman, Montana, United States AMR Full time

    The Emergency Services Operations Manager position at AMR is a critical role that requires a high degree of leadership and operational expertise. We are seeking a highly motivated and experienced individual to lead our team in providing top-notch emergency medical services to our community.Salary and BenefitsThe annual salary for this position is estimated...


  • Bozeman, Montana, United States Daniel Corbin - State Farm Agent Full time

    Job OpportunityState Farm Insurance Agent Daniel Corbin is seeking a motivated and career-oriented professional to join their team in Bozeman, MT.Job OverviewAs a State Farm team member, you will build and develop customer relationships within the community to promote State Farm products, including auto, home, and life insurance.Key ResponsibilitiesUse a...

  • HVAC Service Manager

    4 weeks ago


    Bozeman, Montana, United States Premier Systems Full time

    About the RolePremier Systems is seeking a highly skilled and experienced HVAC Service Manager to lead our Service Department. As a key member of our team, you will be responsible for managing the service team, handling customer interactions, and ensuring the highest level of customer satisfaction.Key Responsibilities:Delegating and directing service tasks,...


  • Bozeman, Montana, United States Mountain Heating & Cooling Full time

    Job OverviewMountain Heating and Cooling is seeking a skilled HVAC Service Technician to join our team. As a key member of our team, you will be responsible for providing exceptional customer service and ensuring the comfort and safety of our clients.Key Responsibilities:Deliver high-quality service and maintenance to residential and light commercial heating...


  • Bozeman, Montana, United States Infinity Pools Full time

    About Infinity PoolsInfinity Pools is a leading construction company specializing in the design and construction of high-end, luxurious pools. With a commitment to excellence and innovation, we strive to deliver unparalleled quality and craftsmanship in every project we undertake. Our team is dedicated to creating stunning aquatic environments that exceed...


  • Bozeman, Montana, United States Human Resource Development Council District IX, Inc Full time

    About the PositionThe Case Manager: Individuals is an integral part of the Customer Support team at Human Resource Development Council District IX, Inc. This role is responsible for delivering direct outreach and case management services to individuals experiencing homelessness, severe mental illness, or co-occurring disorders. The Case Manager collaborates...


  • Bozeman, Montana, United States HighPoint - Sumner Physicians Practice Full time

    The Senior Physician Services Manager will lead the effective operations of employed physicians at assigned facilities, collaborating with Division Leadership and individual facility leadership, while partnering with Physician Service Market Director teams on implementing strategy and initiatives for practice operations and growth.Key responsibilities...


  • Bozeman, Montana, United States Daniel Corbin - State Farm Agent Full time

    Job OverviewAs a Customer Relations Representative with Daniel Corbin - State Farm Agent, you will play a vital role in delivering exceptional client experiences that drive the growth of our successful insurance agency. Your attention to detail, customer service skills, and passion for helping others make you an ideal fit. You will enhance your career while...


  • Bozeman, Montana, United States Security Finance Full time

    About the RoleWe are seeking a highly motivated and customer-focused individual to join our team as a Customer Service Representative. As a key member of our team, you will be responsible for providing exceptional customer service to our clients, ensuring their financial needs are met with professionalism and care.Key ResponsibilitiesProvide outstanding...


  • Bozeman, Montana, United States Rocky Mountain Heating & Cooling Full time

    Job DescriptionAt Rocky Mountain Heating & Cooling, we're dedicated to providing top-notch heating and cooling solutions to our valued customers in the Bozeman area. As an HVAC Service Technician, you'll be part of a supportive culture that encourages open communication, collaboration, and a friendly team environment.Relaxed Environment: Our approachable...