Client Success Associate

Marsh McLennan Agency; Missoula (MT); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

Competitive pay

Performance-based incentives

Profit sharing

401K savings

Paid paternity/maternity leave

Job summary

Marsh McLennan Agency is seeking an Associate Client Manager to partner with client relations colleagues and deliver top-tier customer service for Employee Health & Benefits clients. This role offers growth and opportunities to specialize as you advance in a dynamic insurance environment.

You’ll support accounts, negotiate with carriers, prepare proposals, and maintain accurate client records within our agency management system, contributing to a high standard of service.

Qualifications

• Customer service mindset and ability to deliver exceptional support.
• Proven ability to work well with others and maintain positive relationships.

Responsibilities

• Provide excellent client service and promptly address customer needs.
• Work on accounts: negotiate with insurance carriers, prepare materials, collect client info, and order policies.
• Update client information in the agency management system.
• Follow policies, ensure quality control, maintain confidentiality, and be a collaborative team member.

Skills

Client service expert

Team player

Attention to detail

Adaptability

Learning mindset

Job description

Marsh McLennan Agency is seeking an Associate Client Manager to partner with client relations colleagues and deliver top-tier customer service for Employee Health & Benefits clients. This role offers growth and opportunities to specialize as you advance in a dynamic insurance environment.

You’ll support accounts, negotiate with carriers, prepare proposals, and maintain accurate client records within our agency management system, contributing to a high standard of service.