Client Success Manager - Insurance Services

Socket.dev; Great Falls (MT); On-site; USD 42,000 - 65,000; Full time

Benefits offered by this job

Competitive compensation

Performance-based incentives

Profit sharing

Benefits package: leave and 401K

Professional development

Job summary

Marsh McLennan Agency in Great Falls, MT is seeking a passionate customer service professional to deliver exceptional insurance and risk management support to clients. You’ll grow with mentorship, training, and a clear career path within MMA.

You’ll handle requests with customers and carriers, manage marketing for new and renewal policies, and maintain accurate records in our agency system. This role emphasizes service excellence and confidentiality.

Qualifications

• You’re a client service advocate.
• You’re good with people, even on tough days.
• You’re a team player with positive relationships.
• You pay attention to details and meet deadlines.
• You love to learn and pursue professional development.

Responsibilities

• Work with customers and carriers to handle incoming service requests.
• Manage new and renewal insurance marketing, including negotiating with carriers and preparing materials.
• Collaborate with account teams to order policies and collect client information.
• Update customer information in the agency management system.
• Upsell and cross-sell opportunities with colleagues.
• Provide effective, confidential customer service per policies and workflows.

Skills

Client service advocate

Good with people

Team player

Attention to detail

Learning mindset

Adaptability

Job description

Marsh McLennan Agency in Great Falls, MT is seeking a passionate customer service professional to deliver exceptional insurance and risk management support to clients. You’ll grow with mentorship, training, and a clear career path within MMA.

You’ll handle requests with customers and carriers, manage marketing for new and renewal policies, and maintain accurate records in our agency system. This role emphasizes service excellence and confidentiality.