Associate Client Manager - Business Insurance

PayneWest Insurance; Boise (ID); On-site; USD 35,000 - 50,000; Full time

Job summary

A leading insurance agency is seeking a customer service professional to join their Business Insurance team. This role offers an excellent opportunity for growth and development in a supportive environment. Responsibilities include handling service requests, managing insurance marketing, and providing exceptional customer support. The ideal candidate is passionate, adaptable, and values teamwork. Competitive compensation and benefits are offered.

Benefits

Competitive compensation package

Performance incentives

Profit sharing

Paid leave

401K

Wellbeing programs

Qualifications

• Passionate about delivering exceptional customer support.
• Committed to professional growth and learning.
• Able to handle industry changes and client needs.

Responsibilities

• Handle incoming service requests and manage insurance marketing.
• Negotiate with carriers and prepare presentation materials.
• Provide effective customer service and maintain accurate records.

Skills

Customer service

People skills

Attention to detail

Adaptability

Job description

The Job

Marsh McLennan Agency’s Business Insurance team is seeking a passionate, people-oriented customer service professional to deliver outstanding insurance and risk management services to our clients. This role offers an excellent opportunity for those new to insurance or customer service to develop their skills and advance their careers at MMA. We provide mentorship, training, resources, and development opportunities to support your success, though a drive and desire to excel are essential.

What You'll Be Doing

1. Work with customers and carriers: Handle incoming service requests.
2. Manage insurance marketing: Negotiate with carriers, prepare presentation and proposal materials, collect customer information, and process insurance policies.
3. Account collaboration: Negotiate with insurance carriers, prepare presentation and proposal materials, and manage customer information.
4. Update customer information: Maintain accurate, current records in our agency management system.
5. Upsell & cross-sell: Collaborate with colleagues to identify and pursue opportunities.
6. Customer service: Provide effective and efficient service to clients.
7. Additional responsibilities: Follow organizational policies, ensure quality control through documentation, maintain confidentiality, and be a positive team member.

Who We're Looking For

1. Client service advocate: Passionate about delivering exceptional customer support.
2. Open-minded: Ready to challenge stereotypes about insurance and enjoy your work.
3. Smart: Understands business and people.
4. People skills: Good with clients, even during tough days.
5. Team player: Maintains positive relationships with colleagues.
6. Dependable: Attention to detail, punctual, accurate, and complete in interactions.
7. Learning mindset: Committed to professional growth.
8. Adaptability: Able to handle industry changes and client needs.
9. Seeking meaningful change: Looking for a dynamic, less corporate environment.
10. Core values: Embraces accountability, balance, excellence, integrity, respect, and humanity.

We recognize excellent candidates may not meet all criteria. If you're close, we'd love to meet you.

The Perks

We offer a competitive compensation package aligned with local and state salary thresholds, potentially including performance incentives, profit sharing, and benefits such as paid leave, 401K, and wellbeing programs. Compensation is based on experience, skills, training, location, certifications, and education.

Our Commitment

Marsh McLennan values diversity, inclusion, and flexibility. We aim to attract and retain top talent across diverse backgrounds and characteristics. If accommodations are needed, please contact [e-mail].