Business Insurance Support Specialist — Client Services

Marsh & McLennan Agency LLC.; Helena (MT); On-site; USD 42,000 - 64,000; Full time

Benefits offered by this job

Competitive compensation package

Performance-based incentives

Profit sharing opportunities

Benefits package including paid leave,

401K savings and wellbeing programs

Job summary

Marsh McLennan Agency seeks a client-service oriented professional to support the Business Insurance client management team. You will handle service requests, issue certificates of insurance, and collaborate with carriers to prepare materials for proposals.

The role emphasizes accurate record keeping, compliance with state laws, and providing exceptional service alongside sales and service teams in a supportive, growth-focused environment.

Qualifications

• Passionate about delivering exceptional customer service and support.
• Strong interpersonal skills and focus on client satisfaction.
• Ability to work well in a collaborative team environment.
• Attention to detail and accuracy in documentation and records.

Responsibilities

• Handle incoming service requests with the Business Insurance Client Management team and carriers.
• Manage and issue certificates of insurance for assigned book of business.
• Coordinate with carriers to prepare proposals and order insurance policies.
• Keep customer records up to date in the agency management system.
• Verify certificate coverages match policies and comply with state law.
• Provide effective and efficient customer service alongside the sales team.
• Follow policies, maintain file documentation, and uphold confidentiality.

Skills

Client service

Team player

Detail-oriented

Adaptable

Willing to learn

Job description

Marsh McLennan Agency seeks a client-service oriented professional to support the Business Insurance client management team. You will handle service requests, issue certificates of insurance, and collaborate with carriers to prepare materials for proposals.

The role emphasizes accurate record keeping, compliance with state laws, and providing exceptional service alongside sales and service teams in a supportive, growth-focused environment.