Insurance Client Success Manager

Marsh McLennan Agency; Kalispell (MT); On-site; USD 40,000 - 65,000; Full time

Benefits offered by this job

Competitive pay

Incentives

Medical leave

401K plan

Parental leave

Job summary

Marsh McLennan Agency’s Personal Insurance division seeks a passionate service professional to develop, implement and deliver outstanding insurance and risk management customer service to our clients. Our ideal candidate is adept at providing exceptional customer service and supporting the needs of our clients, tailoring personal risk management solutions according to their client’s unique circumstances.

In your career at MMA, you’ll be given constant support, with a hands-on training program,

Qualifications

• Strong customer service mindset.
• Ability to tailor personal risk management solutions.
• Comfort with insurance concepts and carrier/underwriter communications.
• Willingness to learn and adapt in a dynamic insurance environment.

Responsibilities

• Work with customers and carriers to handle incoming service requests and advise clients, carriers and underwriters.
• Manage new and renewal insurance marketing, including negotiations and preparing materials.
• Analyze coverage suitability and provide recommendations for enhanced protection.
• Update client information accurately in the agency management system.
• Identify and pursue up-sell and cross-sell opportunities with the team.
• Deliver effective and efficient customer service with the sales and service team.
• Follow policies, maintain documentation, and uphold confidentiality.

Job description

Marsh McLennan Agency’s Personal Insurance division seeks a passionate service professional to develop, implement and deliver outstanding insurance and risk management customer service to our clients. Our ideal candidate is adept at providing exceptional customer service and supporting the needs of our clients, tailoring personal risk management solutions according to their client’s unique circumstances.

In your career at MMA, you’ll be given constant support, with a hands-on training program,