Client Success Manager - Personal Insurance

Marsh McLennan; Billings (MT); On-site; USD 42,000 - 55,000; Full time

Benefits offered by this job

Competitive compensation package

Benefits package including 401K

Mentorship and ongoing training

Job summary

Marsh McLennan Agency in Billings, Montana seeks a passionate service professional to develop and deliver outstanding insurance and risk management customer service to our clients. You will educate clients, inform carriers, and tailor personal risk solutions to each situation.

You’ll collaborate with sales teammates, manage new and renewal marketing, and maintain accurate client data in our agency management system, while looking for up-sell opportunities and upholding our standards of integrity

Qualifications

• Client-focused service experience.
• Clear communication with clients, carriers and underwriters.
• Detail-oriented with accurate data entry.
• Willingness to learn and adapt in a dynamic insurance environment.

Responsibilities

• Handle incoming service requests from clients and carriers.
• Manage new and renewal insurance marketing and proposals.
• Provide coverage recommendations and upsell opportunities.
• Maintain accurate client records in the agency management system.
• Deliver high-quality customer service and support.

Skills

Customer service

Communication

Problem solving

Team player

Attention to detail

CRM software

Tools

Agency management system

Job description

Marsh McLennan Agency in Billings, Montana seeks a passionate service professional to develop and deliver outstanding insurance and risk management customer service to our clients. You will educate clients, inform carriers, and tailor personal risk solutions to each situation.

You’ll collaborate with sales teammates, manage new and renewal marketing, and maintain accurate client data in our agency management system, while looking for up-sell opportunities and upholding our standards of integrity