Client Services Lead – Personal Insurance

Marsh Agency; Missoula (MT); On-site; USD 36,000 - 58,000; Full time

Benefits offered by this job

Competitive pay

Incentives

Profit sharing

Paternity leave

Medical leave

401K

Wellbeing programs

Job summary

Marsh Agency’s Personal Insurance division is seeking a passionate, people-oriented service professional to deliver outstanding insurance and risk management customer service to our clients in Missoula, MT. You’ll gain hands-on training, ongoing feedback, and mentorship as you support clients with tailored personal risk solutions.

From administration to underwriting support, you’ll work with a driven sales team to ensure exceptional service, confidentiality, and integrity in every interaction.

Qualifications

• Client service mindset with a passion for helping clients.
• Strong interpersonal skills and ability to work with teams.
• Desire to learn and adapt in a changing insurance environment.

Responsibilities

• Work with customers and carriers to handle incoming service requests, informing, educating, and making recommendations to clients, carriers and underwriters.
• Manage new and renewal insurance marketing: negotiate with carriers, prepare materials, collect customer information and order policies.
• Analyze coverage placement and provide customers with insurance recommendations.
• Update customer information and maintain accuracy in the agency management system.
• Upsell and cross-sell opportunities with colleagues to enhance client coverage.
• Deliver effective and efficient customer service with the sales and service team.
• Follow policies, ensure quality control, maintain confidentiality, and be a reliable team member.

Job description

Marsh Agency’s Personal Insurance division is seeking a passionate, people-oriented service professional to deliver outstanding insurance and risk management customer service to our clients in Missoula, MT. You’ll gain hands-on training, ongoing feedback, and mentorship as you support clients with tailored personal risk solutions.

From administration to underwriting support, you’ll work with a driven sales team to ensure exceptional service, confidentiality, and integrity in every interaction.