Client Success Partner - Insurance & Risk

Marsh & McLennan Agency LLC.; Kalispell (MT); Hybrid; USD 52,000 - 76,000; Full time

Benefits offered by this job

Competitive compensation package

Performance-based incentives

Profit sharing

Paid paternity/maternity leave

401K savings and wellbeing programs

Job summary

Marsh McLennan Agency in Kalispell, MT is seeking a client-focused Client Manager to deliver outstanding service to our commercial clients and carriers.

You will manage day-to-day service requests, renewals, policy inquiries, and compile analyses with recommendations, while maintaining accurate records in our agency management system.

This role emphasizes teamwork, integrity, and growth, with opportunities to advance as you demonstrate excellence in client service and cross-sell opportunities.

Qualifications

• Client service advocate who delivers exceptional service.
• Strong business sense with people skills.
• Ability to maintain accurate information and meet deadlines.
• Willingness to learn and develop professionally.
• Open to up-selling and cross-selling opportunities.

Responsibilities

• Work with customers and carriers to handle incoming service requests.
• Manage commercial accounts: negotiate policies, prepare materials, respond to inquiries, verify policies.
• Provide insurance coverage analysis and recommendations.
• Update customer information in the agency management system with accuracy.
• Identify up-sell and cross-sell opportunities with colleagues.
• Ensure effective and efficient customer service with the sales and service team.
• Follow organization policies, maintain documentation, and protect confidentiality.

Skills

Client service

Communication

Organization

Sales

Team player

Job description

Marsh McLennan Agency in Kalispell, MT is seeking a client-focused Client Manager to deliver outstanding service to our commercial clients and carriers.

You will manage day-to-day service requests, renewals, policy inquiries, and compile analyses with recommendations, while maintaining accurate records in our agency management system.

This role emphasizes teamwork, integrity, and growth, with opportunities to advance as you demonstrate excellence in client service and cross-sell opportunities.