Client Success Advisor - Personal Insurance

Marsh Agency; Stevensville (MT); On-site; USD 40,000 - 55,000; Full time

Benefits offered by this job

Competitive pay

Incentives based on performance

Paid paternity/maternity leave

Paid medical leave

401K savings plan

Wellbeing programs

Job summary

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.

Qualifications

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

Responsibilities

• 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.

Skills

Customer service mindset

People skills

Communication

Team collaboration

Adaptability

Tools

Agency management system

Job description

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.