Client Manager - Personal Insurance

Marsh Agency; Stevensville (MT); In loco; USD 40.000 - 55.000; Tempo pieno

Vantaggi offerti da questo lavoro

Competitive pay

Incentives based on performance

Paid paternity/maternity leave

Paid medical leave

401K savings plan

Wellbeing programs

Descrizione del lavoro

Marsh Agency’s Personal Insurance division seeks a service professional dedicated to delivering outstanding customer service and tailored risk management solutions. You’ll support clients, carriers, and underwriters with a hands-on training program and mentorship, aiming for excellence in every interaction.

You will work with a driven sales team to educate clients, manage policy communications, and ensure accurate data in our system, while upholding our core values and confidentiality.

Competenze

• Focus on delivering exceptional customer service and tailored risk solutions.
• Ability to handle diverse client needs with professionalism.
• Strong communication and relationship-building skills.

Mansioni

• Handle service requests from customers and carriers, educate and make recommendations.
• Manage new and renewal insurance marketing, including carrier negotiations and policy ordering.
• Analyze coverage acceptability and provide coverage recommendations.
• Update customer information accurately in the agency management system.
• Identify and pursue upsell and cross-sell opportunities.
• Deliver consistent, effective customer service with the sales team.
• Follow policies, maintain documentation, and ensure confidentiality.

Conoscenze

Customer service mindset

People skills

Communication

Team collaboration

Adaptability

Strumenti

Agency management system

Descrizione del lavoro

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.

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 carriersto 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 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 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.

We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. We are always seeking those with ethics, talent, and ambition who are interested in joining our client‑focused teams.

Marsh is committed to providing an inclusive work environment. We aim to attract and retain the best, most qualified people and value colleagues of all backgrounds, without regard to age background, disability, ethnic origin, family duties, 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.

Marsh and its affiliates are EOE Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers.

If you require an accommodation during the application or interview process, please let us know by contacting [e-mail] .

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