Client Services Lead - Insurance & Risk

Marsh McLennan Agency; Missoula (MT); On-site; USD 42,000 - 52,000; Full time

Benefits offered by this job

Competitive pay package

Job summary

Marsh McLennan Agency in Missoula, MT is seeking a people-oriented customer service professional to develop and deliver outstanding insurance and risk management service to clients. This role offers mentorship, training, and a clear path for career growth within MMA.

You will handle service requests, manage insurance marketing for new and renewal policies, collaborate with colleagues, and maintain up-to-date client information in our agency system while aiming to exceed client expectations every

Qualifications

• Demonstrated commitment to high-quality customer service.
• Strong communication and interpersonal skills.
• Ability to work collaboratively with colleagues and carriers.
• Detail-oriented with excellent organizational skills.

Responsibilities

• Work with customers and carriers to handle incoming service requests.
• Manage new and renewal insurance marketing: negotiating with carriers, preparing presentation and proposal materials, collecting customer information and ordering insurance policies from carriers.
• Collaborate with colleagues to negotiate with carriers and prepare materials for client presentations.
• Update customer information in the agency management system.
• Support up-sell and cross-sell opportunities with the sales team.
• Deliver consistent, responsive customer service and maintain professional client relationships.

Skills

Customer service

Communication

Attention to detail

Team player

Tools

Agency management system

Job description

Marsh McLennan Agency in Missoula, MT is seeking a people-oriented customer service professional to develop and deliver outstanding insurance and risk management service to clients. This role offers mentorship, training, and a clear path for career growth within MMA.

You will handle service requests, manage insurance marketing for new and renewal policies, collaborate with colleagues, and maintain up-to-date client information in our agency system while aiming to exceed client expectations every