Associate Client Manager - Employee Health & Benefits

Marsh; Billings (MT); On-site; USD 52,000 - 72,000; Full time

Benefits offered by this job

Competitive compensation package

Paid paternity/maternity leave

Medical leave

401K savings

Wellbeing programs

Job summary

Marsh McLennan Agency in Billings, MT is seeking an Associate Client Manager to partner with client relations and deliver exceptional service to Employee Health & Benefits clients. You will support accounts, coordinate with carriers, and help manage client data within our agency management system.

The role emphasizes reliable customer service, teamwork, and ongoing professional development in a dynamic insurance environment. We value ethics, integrity, and client-focused collaboration.

Qualifications

• You’re a client service expert.
• You’re ready to embrace insurance and customer service.
• You’re smart and understand business and people.
• You’re good with people, can handle tough days, and enjoy making clients happy.
• You’re a team player who maintains positive relationships.
• You’re detail-oriented, able to meet deadlines and ensure accuracy with clients and carriers.
• You love learning and pursuing professional development.
• You can adapt as industry changes and client needs evolve.

Responsibilities

• Provide amazing client service and address needs promptly.
• Work on accounts, negotiate with carriers, prepare materials, collect client information, and order policies.
• Update client information in the agency management system.
• Follow policies, procedures and workflows to maintain quality and confidentiality.
• Contribute as a collaborative team member.

Job description

Company:

Marsh McLennan Agency

Description:

The Job

As an Associate Client Manager, you’ll partner with your client relations colleagues to deliver the best customer service and support to our Employee Health & Benefits clients, colleagues and carriers.

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 Marsh Agency. 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.

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

• Provide amazing client service: ensure customer service needs are addressed in a timely fashion and effectively.
• Work on accounts: including negotiating with insurance carriers, preparing presentation and proposal materials, collecting client information and ordering insurance policies from carriers.
• Update client information: keep accurate, up-to-date records on clients in our agency management system.
• Plus (the fine print): you’ll follow organization policies and procedures, 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.
• 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 expert. 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.

We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. We are always seeking those with ethics, talent, and ambition who are interested in joining our client-focused teams.

Marsh is committed to providing an inclusive work environment. We aim to attract and retain the best, most qualified people and value colleagues of all backgrounds, without regard to age background, disability, ethnic origin, family duties, 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.

Marsh and its affiliates are EOEMinority/Female/Disability/Vet/SexualOrientation/Gender Identity employers.

If you require an accommodation during the application or interview process, please let us know by contacting [e-mail].