Insurance Client Success Manager

Marsh Agency; Kalispell (MT); On-site; USD 40,000 - 60,000; Full time

Benefits offered by this job

Competitive pay

Paid parental leave

Medical leave

401K

Wellbeing programs

Job summary

Marsh Agency in Montana seeks a personable Personal Insurance service professional who thrives on helping clients with risk management solutions. You’ll inform, educate, and tailor coverage, handle inquiries, and collaborate with carriers and underwriters to deliver outstanding service.

The role emphasizes integrity, client advocacy, teamwork, and a commitment to excellence in a fast-paced environment. Join a supportive culture that rewards high standards, offers mentorship, and opportunities

Qualifications

• Strong customer service skills and ability to tailor solutions for clients.
• Excellent communication and interpersonal skills with carriers and clients.
• Willingness to learn insurance products and processes.

Responsibilities

• Handle incoming service requests from customers and carriers.
• Manage new and renewal insurance marketing and documentation.
• Analyze coverage needs and provide recommendations to clients.
• Update and maintain client information in the agency system.
• Identify upsell and cross-sell opportunities with the team.
• Provide consistent, high-quality customer service and support.

Skills

Customer service

Client advocacy

Team player

Adaptability

Detail oriented

Job description

Marsh Agency in Montana seeks a personable Personal Insurance service professional who thrives on helping clients with risk management solutions. You’ll inform, educate, and tailor coverage, handle inquiries, and collaborate with carriers and underwriters to deliver outstanding service.

The role emphasizes integrity, client advocacy, teamwork, and a commitment to excellence in a fast-paced environment. Join a supportive culture that rewards high standards, offers mentorship, and opportunities