Associate Client Manager - Employee Health & Benefits

Marsh; Missoula (MT); On-site; USD 52,000 - 75,000; Full time

Benefits offered by this job

Competitive compensation package

Performance-based incentives

401K savings plan

Paid family leave

Wellbeing programs

Job summary

Marsh McLennan Agency in Missoula, MT is seeking an Associate Client Manager to partner with client relations teams to deliver outstanding service to Employee Health & Benefits clients, colleagues and carriers.

You will handle accounts, negotiate with carriers, prepare materials, and maintain accurate client records in our agency system.

If you are a proactive communicator who thrives in a team, this role offers growth in a supportive, values-driven environment.

Qualifications

• Excellent client service mindset and communication.
• Ability to work with carriers and clients.
• Detail-oriented and deadline-driven.
• Willingness to learn and adapt in a changing industry.

Responsibilities

• Provide amazing client service and address needs promptly.
• Work on accounts: negotiate with carriers, prepare materials, gather client info, order policies.
• Update client information in agency management system.
• Follow policies, ensure quality control and confidentiality in interactions.
• Maintain professionalism and collaborate effectively with team.

Skills

Client service

Customer service

People skills

Team player

Attention to detail

Adaptability

Job description

Company:Marsh McLennan Agency

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.

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.

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.

Marsh and its affiliates are EOE Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers.

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

#MMANW