Insurance Client Services Manager

PayneWest Insurance; Missoula (MT); On-site; USD 43,400 - 80,800; Full time

Benefits offered by this job

Competitive compensation package

Paid parental leave

Medical leave

401K savings plan

Wellbeing programs

Job summary

Marsh McLennan Agency’s Personal Insurance division is seeking a service-oriented professional to develop and deliver outstanding insurance and risk management client service. You’ll support clients by informing, educating, and recommending tailored solutions while collaborating with sales teams to ensure excellent outcomes.

We emphasize hands-on training, mentorship, and a culture of excellence. Join a team dedicated to integrity, accountability, and meaningful community impact in Missoula and

Qualifications

• Must be passionate about delivering exceptional customer service.
• Able to understand client needs and tailor personal risk management solutions.
• Strong communication and relationship-building skills.

Responsibilities

• Handle incoming service requests from clients, carriers, and underwriters.
• Manage new and renewal insurance marketing, including negotiating with carriers and preparing proposals.
• Provide insurance coverage recommendations and analyze coverage suitability.
• Update and maintain client information in the agency management system.
• Identify and pursue up-sell and cross-sell opportunities.
• Deliver high-quality customer service with the sales team.

Skills

Customer service

Communication

People skills

Team oriented

Adaptability

Willingness to learn

Tools

Agency management system

Job description

Marsh McLennan Agency’s Personal Insurance division is seeking a service-oriented professional to develop and deliver outstanding insurance and risk management client service. You’ll support clients by informing, educating, and recommending tailored solutions while collaborating with sales teams to ensure excellent outcomes.

We emphasize hands-on training, mentorship, and a culture of excellence. Join a team dedicated to integrity, accountability, and meaningful community impact in Missoula and