Insurance Client Success Manager

Marsh; Stevensville (MT); On-site; USD 45,000 - 60,000; Full time

Job summary

Marsh McLennan Agency in Stevensville, MT is seeking a passionate service professional for personal insurance customer service. You will develop, implement and deliver tailored risk management solutions to clients, educate them, and support carriers and underwriters as needed.

You'll join a collaborative team with hands-on training, mentorship and opportunities for professional development while upholding our standards of excellence, integrity and client-focused service.

Qualifications

• Excellent customer service mindset and ability to educate and advise clients.
• Strong interpersonal skills to work with colleagues and clients.
• Detail-oriented with ability to meet deadlines.
• Team oriented and dependable under pressure.
• Desire for professional development and learning.

Responsibilities

• Assist customers and carriers with service requests and provide recommendations.
• Handle new and renewal insurance marketing; prepare proposals and gather client info.
• Analyze coverage options and suggest appropriate protections.
• Maintain accurate client data in agency management system.
• Identify and pursue up-sell and cross-sell opportunities.
• Deliver consistent, high-quality customer service with the sales team.

Skills

Customer service

Communication

Team player

Detail oriented

Adaptability

Job description

Marsh McLennan Agency in Stevensville, MT is seeking a passionate service professional for personal insurance customer service. You will develop, implement and deliver tailored risk management solutions to clients, educate them, and support carriers and underwriters as needed.

You'll join a collaborative team with hands-on training, mentorship and opportunities for professional development while upholding our standards of excellence, integrity and client-focused service.