Client Success & Insurance Advisor

Marsh McLennan Agency; Missoula (MT); Sur place; USD 42 000 - 56 000; Plein temps

Avantages offerts par ce poste

Competitive compensation

Profit sharing

Paid leave and 401K

Wellbeing programs

Résumé du poste

Marsh McLennan Agency's Personal Insurance division seeks a service-focused professional to deliver outstanding client service and tailor personal risk solutions. You will work closely with clients, carriers, and underwriters to educate and inform on coverage options and recommendations.

The role emphasizes collaboration, integrity, and a proactive approach to servicing accounts, with training, mentorship, and development provided to help you succeed in a fast-paced environment.

Qualifications

• Deliver exceptional customer service to clients and carriers.
• Maintain accurate client information in agency systems.
• Identify opportunities to up-sell and cross-sell products.

Responsabilités

• Work with customers and carriers to handle service requests.
• Negotiate with carriers and prepare materials for proposals.
• Analyze coverage needs and provide recommendations.
• Update account data in the agency management system.
• Upsell and cross-sell opportunities with colleagues.
• Provide high-quality customer service to clients and teams.

Connaissances

Customer service

Communication

Team player

Attention to detail

Description du poste

Marsh McLennan Agency's Personal Insurance division seeks a service-focused professional to deliver outstanding client service and tailor personal risk solutions. You will work closely with clients, carriers, and underwriters to educate and inform on coverage options and recommendations.

The role emphasizes collaboration, integrity, and a proactive approach to servicing accounts, with training, mentorship, and development provided to help you succeed in a fast-paced environment.