Client Services Professional

4 days ago


Great Falls, Montana, United States Marsh McLennan Agency-Northwest Full time

At Marsh McLennan Agency-Northwest, we're looking for a skilled Client Manager to join our team. As a Client Manager, you'll play a key role in delivering outstanding insurance and risk management customer service to our clients. Your primary responsibility will be to develop, implement, and deliver tailored personal risk management solutions that meet the unique needs of our clients.

You'll work closely with customers and carriers to handle incoming service requests, inform, educate, and make recommendations to clients, carriers, and underwriters. Additionally, you'll manage new and renewal insurance marketing, including negotiating with carriers, preparing presentation and proposal materials, collecting customer information, and ordering insurance policies from carriers.

Your duties will also include analysis, where you'll determine acceptability and placement of coverage and provide customers with insurance coverage recommendations for improved or additional coverage. Furthermore, you'll update customer information, ensuring accurate capture, entry, and maintenance in our agency management system.

As a Client Manager, you'll have the opportunity to up-sell and cross-sell by working with your colleagues to find and follow-through on up-sell and cross-sell opportunities. You'll also ensure effective and efficient customer service, providing quality control through proper file documentation and maintenance.

We estimate the annual salary for this position to be around $85,000, depending on experience, skills, training, location, certifications, and education. This position may also be eligible for performance-based incentives, annual profit sharing, and a comprehensive benefits package.



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