Client Manager - Personal Insurance

Marsh McLennan Agency; Madras (OR); On-site; USD 42,000 - 64,000; Full time

Job summary

Marsh McLennan Agency’s Personal Insurance division seeks a service-oriented professional to develop, implement, and deliver outstanding customer service for clients, tailoring risk management solutions to their unique circumstances. You will receive hands-on training and mentorship to support your growth within a collaborative sales environment.

You’ll handle service requests, manage marketing, analyze coverage, ensure accurate data entry, and pursue up-sell opportunities while upholding our

Qualifications

• Excellent customer service mindset with strong communication.
• Ability to educate, inform and make recommendations to clients and carriers.
• Detail-oriented with accurate data entry in agency system.
• Willingness to collaborate and support sales and service teams.

Responsibilities

• Work with customers and carriers to handle incoming service requests and inform, educate, and make recommendations to clients, carriers and underwriters.
• Manage new and renewal insurance marketing: negotiating with carriers, preparing materials, collecting client information and ordering policies.
• Analyze acceptability and placement of coverage and provide recommendations for improved or additional coverage.
• Update customer information; ensure data is accurately captured and maintained in the agency management system.
• Identify opportunities for up-sell and cross-sell with colleagues to maximize client coverage.
• Provide effective and efficient customer service in coordination with sales and service teams.
• Follow organization policies, maintain quality control through documentation, and protect confidentiality.

Job description

The Job

Marsh McLennan 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 MMA, 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're 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.

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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