Insurance Client Success Associate

PayneWest Insurance; Great Falls (MT); On-site; USD 38,000 - 62,000; Full time

Benefits offered by this job

Competitive compensation package

Performance-based incentives

Profit sharing

Paid parental leave

Medical leave

401K savings

Wellbeing programs

Job summary

Marsh McLennan Agency is seeking a passionate, people-oriented customer service professional to deliver exceptional insurance and risk management support to our clients. This role offers mentorship, training, and a clear path for career growth within MMA.

Based in Great Falls, MT, you’ll be part of a collaborative team that values integrity and client service excellence. You'll work with customers and carriers, manage marketing, maintain accurate client records, and seek upsell opportunities

Qualifications

• Customer service experience preferred.
• Ability to handle multiple requests with accuracy.
• Strong interpersonal skills.

Responsibilities

• Handle incoming service requests from customers and carriers.
• Manage new and renewal insurance marketing including preparing materials and ordering policies.
• Update customer information in the agency management system.
• Upsell and cross-sell opportunities with colleagues.
• Provide effective and efficient customer service.
• Follow organization policies, procedures, and established workflows.

Skills

Client service

People-oriented

Communication

Job description

Marsh McLennan Agency is seeking a passionate, people-oriented customer service professional to deliver exceptional insurance and risk management support to our clients. This role offers mentorship, training, and a clear path for career growth within MMA.

Based in Great Falls, MT, you’ll be part of a collaborative team that values integrity and client service excellence. You'll work with customers and carriers, manage marketing, maintain accurate client records, and seek upsell opportunities