Personal Insurance Client Advisor

Marsh & McLennan Agency LLC.; Stevensville (MT); On-site; USD 42,000 - 62,000; Full time

Benefits offered by this job

paid paternity/maternity leave

medical leave

401K savings

other wellbeing programs

Job summary

Marsh Agency’s Personal Insurance division is seeking a passionate, people-oriented service professional to deliver outstanding insurance and risk management customer service to clients.

You will work with customers, carriers, and underwriters, educate clients, prepare materials, and update records in our agency management system. We offer mentorship, training, and a collaborative environment where every team member contributes to client success.

Qualifications

• You’re a client service advocate delivering an exceptional level of customer service and support.
• You’re ready to challenge stereotypes of “insurance” and adapt to changing needs.
• You’re team oriented, detail focused, and enjoy helping colleagues and clients.

Responsibilities

• Work with customers and carriers to handle service requests, educate clients, and make recommendations.
• Update customer information and maintain accurate data in the agency management system.

Job description

Marsh Agency’s Personal Insurance division is seeking a passionate, people-oriented service professional to deliver outstanding insurance and risk management customer service to clients.

You will work with customers, carriers, and underwriters, educate clients, prepare materials, and update records in our agency management system. We offer mentorship, training, and a collaborative environment where every team member contributes to client success.