Client Manager - Personal Insurance

Marsh McLennan Agency; Helena (MT); On-site; USD 42,000 - 65,000; Full time

Benefits offered by this job

Competitive compensation package

Performance-based incentives

Profit sharing

Comprehensive benefits package

Job summary

Marsh Agency is seeking a passionate service professional in our Personal Insurance division to develop and deliver outstanding insurance and risk management customer service to clients. The role emphasizes educating clients, tailoring personal risk solutions, and collaborating with a driven sales team in a supportive training environment.

You will handle service requests, manage marketing for new and renewal policies, analyze coverage needs, and maintain accurate client data while pursuing

Qualifications

• You are a client service advocate, passionate about delivering exceptional customer service and supporting clients.
• You are ready to challenge the status quo and eager to learn and develop.
• You work well with colleagues, pay attention to details, and meet deadlines.

Responsibilities

• Work with customers and carriers to handle incoming service requests, inform and educate clients, and make recommendations to clients, carriers and underwriters.
• Manage new and renewal insurance marketing: negotiate with carriers, prepare presentations and proposals, collect client information and order policies.
• Analyze coverage acceptability and placement; provide recommendations for improved or additional coverage.
• Update customer information in the agency management system with accurate data.
• Identify and pursue up-sell and cross-sell opportunities with colleagues.
• Provide effective and efficient customer service with the sales and service team.
• Follow policies, procedures, workflows, maintain file documentation, and protect confidentiality.

Job description

The Job

Marsh Agency’s Personal Insurance division is looking for a passionate and people-oriented service professional to develop, implement and deliver outstanding insurance and risk management customer service to our clients. Our ideal candidate is adept at providing exceptional customer service and supporting the needs of our clients, tailoring personal risk management solutions according to their client’s unique circumstances.

In your career at Marsh Agency, you’ll be given constant support, with a hands‑on training program, consistent feedback and development, and work alongside driven and passionate sales professionals. We will give you access to mentorship, training, resources, and development to ensure your success, but you will need to supply the spirit. Our colleagues don’t stop short of excellence and are compelled 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 carriers to handle incoming service requests. We will count on you to inform, educate, and make recommendations to clients, carriers and underwriters.
• Manage new and renewal insurance marketing: including negotiating with carriers, preparing presentation and proposal materials, collecting customer information and ordering insurance policies from carriers.
• Analysis: You can determine acceptability and placement of coverage and also provide customers with insurance coverage recommendations for improved or additional coverage.
• Update customer information: Ensure account data is accurately captured, entered and maintained in our agency management system.
• 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 challenge the status‑quo.
• You’re smart. You understand business and people.
• You’re good with people, even on the tough days.
• You’re team oriented. 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 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 Agency 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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