Client Manager - Business Insurance

Marsh & McLennan Agency LLC.; Kalispell (MT); Hybrid; USD 52,000 - 76,000; Full time

Benefits offered by this job

Competitive compensation package

Performance-based incentives

Profit sharing

Paid paternity/maternity leave

401K savings and wellbeing programs

Job summary

Marsh McLennan Agency in Kalispell, MT is seeking a client-focused Client Manager to deliver outstanding service to our commercial clients and carriers.

You will manage day-to-day service requests, renewals, policy inquiries, and compile analyses with recommendations, while maintaining accurate records in our agency management system.

This role emphasizes teamwork, integrity, and growth, with opportunities to advance as you demonstrate excellence in client service and cross-sell opportunities.

Qualifications

• Client service advocate who delivers exceptional service.
• Strong business sense with people skills.
• Ability to maintain accurate information and meet deadlines.
• Willingness to learn and develop professionally.
• Open to up-selling and cross-selling opportunities.

Responsibilities

• Work with customers and carriers to handle incoming service requests.
• Manage commercial accounts: negotiate policies, prepare materials, respond to inquiries, verify policies.
• Provide insurance coverage analysis and recommendations.
• Update customer information in the agency management system with accuracy.
• Identify up-sell and cross-sell opportunities with colleagues.
• Ensure effective and efficient customer service with the sales and service team.
• Follow organization policies, maintain documentation, and protect confidentiality.

Skills

Client service

Communication

Organization

Sales

Team player

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. As a Client Manager, you are in charge of ensuring a smooth client experience by managing day-to-day customer service interactions and maintaining strong and long-lasting relationships with our clients. 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 carriersto handle incoming service requests.
• Manage commercial accounts:including negotiating new and renewal policies with carriers, preparing presentation and proposal materials, responding to policy inquiries, and checking policies, endorsements and audits for accuracy.
• Analysis: Collaborate with colleagues to provide customers with insurance coverage analysis and recommendations for improved or additional coverage.
• Update customer information: keep accurate, up-to-date records on customers in our agency management system. You enjoy being organized and maintain accuracy at all levels.
• 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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