Insurance Client Success Manager

Marsh & McLennan Agency LLC.; Missoula (MT); On-site; USD 42,000 - 64,000; Full time

Benefits offered by this job

Competitive pay

Incentives

Parental leave

Medical leave

401K plan

Wellbeing programs

Job summary

Marsh Agency is seeking a client‑focused service professional in its Personal Insurance division. You will support customer service, tailor risk solutions, and work with carriers to place and renew policies. The role emphasizes learning, integrity and collaboration with sales teammates to meet client needs.

You’ll handle requests, update records, and pursue up‑sell opportunities while maintaining confidentiality and adherence to workflows.

Qualifications

• Demonstrated commitment to delivering exceptional customer service.
• Ability to educate and inform clients and carriers effectively.
• Comfort with evaluating coverage options and recommending solutions.
• Structured data entry and accurate maintenance of client records.
• Willingness to pursue professional development and learning.

Responsibilities

• Handle service requests from customers and carriers and advise accordingly.
• Negotiate and support new/renewal insurance marketing with carriers.
• Analyze coverage needs and provide recommendations.
• Update and maintain client information in the agency system.
• Identify opportunities to upsell and cross-sell with teammates.
• Deliver timely, efficient customer service with the sales team.
• Follow policies, ensure quality control and confidentiality.

Skills

Client service advocate

People-loving

Team oriented

Attention to detail

Strong communication

Adaptable

Eager to learn

Job description

Marsh Agency is seeking a client‑focused service professional in its Personal Insurance division. You will support customer service, tailor risk solutions, and work with carriers to place and renew policies. The role emphasizes learning, integrity and collaboration with sales teammates to meet client needs.

You’ll handle requests, update records, and pursue up‑sell opportunities while maintaining confidentiality and adherence to workflows.