Business Insurance Client Support Specialist

Marsh Agency; Helena (MT); On-site; USD 38,000 - 52,000; Full time

Benefits offered by this job

Competitive compensation package

Salary thresholds compliance

Performance-based incentives potential

Benefits package including 401K and p)

Paid family leave and wellbeing

Job summary

Marsh Agency is seeking a client-focused customer service professional to deliver outstanding insurance and risk management support to our Business Insurance clients. You will engage with carriers, issue certificates of insurance, and maintain accurate client records while upholding our standards of service and integrity.

The role emphasizes collaboration, adaptability to industry changes, and a commitment to helping clients and colleagues alike while advancing within our organization.

Qualifications

• Experience delivering high-quality customer service in fast-paced environments.
• Strong communication skills and ability to build rapport with clients.
• A collaborative mindset and ability to work well with others.

Responsibilities

• Handle incoming service requests and coordinate with carriers and clients.
• Issue and manage certificates of insurance for assigned book of business.
• Update and maintain accurate client records in agency systems.
• Ensure coverage matches policy details and complies with state laws.
• Provide effective customer service and support to sales and service teams.

Skills

Customer service

Communication

Team player

Job description

Marsh Agency is seeking a client-focused customer service professional to deliver outstanding insurance and risk management support to our Business Insurance clients. You will engage with carriers, issue certificates of insurance, and maintain accurate client records while upholding our standards of service and integrity.

The role emphasizes collaboration, adaptability to industry changes, and a commitment to helping clients and colleagues alike while advancing within our organization.