Associate Client Manager - Business Insurance

Marsh McLennan Agency; Missoula (MT); On-site; USD 42,000 - 52,000; Full time

Benefits offered by this job

Competitive pay package

Job summary

Marsh McLennan Agency in Missoula, MT is seeking a people-oriented customer service professional to develop and deliver outstanding insurance and risk management service to clients. This role offers mentorship, training, and a clear path for career growth within MMA.

You will handle service requests, manage insurance marketing for new and renewal policies, collaborate with colleagues, and maintain up-to-date client information in our agency system while aiming to exceed client expectations every

Qualifications

• Demonstrated commitment to high-quality customer service.
• Strong communication and interpersonal skills.
• Ability to work collaboratively with colleagues and carriers.
• Detail-oriented with excellent organizational skills.

Responsibilities

• Work with customers and carriers to handle incoming service requests.
• Manage new and renewal insurance marketing: negotiating with carriers, preparing presentation and proposal materials, collecting customer information and ordering insurance policies from carriers.
• Collaborate with colleagues to negotiate with carriers and prepare materials for client presentations.
• Update customer information in the agency management system.
• Support up-sell and cross-sell opportunities with the sales team.
• Deliver consistent, responsive customer service and maintain professional client relationships.

Skills

Customer service

Communication

Attention to detail

Team player

Tools

Agency management system

Job description

The Job

Marsh McLennan Agency’s Business Insurance team is looking for a passionate and people-oriented customer service professional to develop, implement and deliver outstanding insurance and risk management customer service to our clients. If you’re new to the world of insurance or customer service, this position provides an excellent opportunity for you to sharpen your skills and develop in your career at MMA. We’ve created a promising career path with opportunities to move up the ladder and specialize in high-level client service and industry focuses as you move forward.

We will give you access to mentorship, training, resources, and development to ensure your success but you will need to supply the drive and desire to be an MMA professional. Our ideal candidate is hungry, humble and smart- they don’t stop short of excellence and are driven to do what’s best for their clients, colleagues, and communities.

From admin to accounting and everything in between, we believe our team is all in sales together. We're dedicated to representing our brand with excellence and integrity in every interaction. We collaborate with intention and know every one of us plays a vital role in our shared success.

What You’ll Be Doing

• Work with customers and carriers to handle incoming service requests.


• Manage new and renewal insurance marketing: including negotiating with carriers, preparing presentation and proposal materials, collecting customer information and ordering insurance policies from carriers.


• Account collaboration: including negotiating with insurance carriers, preparing presentation and proposal materials, collecting customer information and ordering insurance policies from carriers.


• Update customer information: keep accurate, up-to-date records on customers 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 love your job.


• You’re smart. You understand business and people.


• You’re good with people, even on the tough days. Good customer service is just part of who you are, and you love making people happy.


• You’re a team player. 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 with 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.

We know there are excellent candidates who might not check all of these boxes. Don't be shy. If you're close, we'd be very interested in meeting you.

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.

Marsh McLennan is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age background, disability, ethnic origin, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, veteran status (including protected veterans), or any other characteristic protected by applicable law. If you have a need that requires accommodation, please let us know by contacting [e-mail]

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