Insurance Client Success Specialist

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

Benefits offered by this job

Competitive pay

Benefits package

Paid parental leave

401K savings

Wellbeing programs

Job summary

Marsh McLennan Agency is seeking a passionate service professional in Kalispell, MT to deliver outstanding insurance and risk management customer service. You will handle requests, educate clients and carriers, and support new and renewal marketing with carriers.

You will also update client data, identify upsell opportunities, and ensure high-quality service across the team. Ideal candidates bring strong customer service skills, insurance knowledge, and the ability to communicate clearly.

Qualifications

• Candidate demonstrates strong customer service and insurance knowledge.
• Ability to explain complex concepts clearly to clients and carriers.
• Detail oriented with accurate data entry and documentation.

Responsibilities

• Handle service requests from customers and carriers; educate clients and underwriters.
• Manage new and renewal insurance marketing; negotiate with carriers and prepare proposals.
• Analyze coverage options and provide recommendations.
• Update client information in the agency management system.
• Identify up-sell and cross-sell opportunities with the team.
• Deliver consistent, high-quality customer service following policies.

Skills

Customer service

Insurance knowledge

Communication

Attention to detail

Team oriented

Education

High school diploma or equivalent

Tools

CRM software

Microsoft Office

Job description

Marsh McLennan Agency is seeking a passionate service professional in Kalispell, MT to deliver outstanding insurance and risk management customer service. You will handle requests, educate clients and carriers, and support new and renewal marketing with carriers.

You will also update client data, identify upsell opportunities, and ensure high-quality service across the team. Ideal candidates bring strong customer service skills, insurance knowledge, and the ability to communicate clearly.