Personal Insurance Client Advocate

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

Benefits offered by this job

Competitive compensation

Profit sharing

Paid parental leave

401K savings

Wellbeing programs

Job summary

Marsh Agency’s Personal Insurance division seeks a passionate service professional to develop and deliver outstanding customer service for clients, tailoring personal risk management solutions to each unique situation.

You’ll join a team that values integrity, collaboration, and continual learning, with hands-on training, mentorship, and growth opportunities designed to help you excel in a dynamic insurance environment.

Qualifications

• Delivers outstanding customer service tailored to client needs.
• Works with clients, carriers and underwriters to inform and educate.
• Seeking opportunities to upsell and cross-sell where appropriate.

Responsibilities

• Handle incoming service requests from customers and carriers.
• Manage new and renewal insurance marketing and documentation.
• Analyze coverage needs and recommend appropriate risk solutions.
• Update and maintain client information in the agency system.
• Coordinate with sales/service teams for timely responses.
• Follow policies, procedures and ensure quality control of files.

Skills

Customer service

Communication

Team player

Adaptability

Attention to detail

Learning mindset

Job description

Marsh Agency’s Personal Insurance division seeks a passionate service professional to develop and deliver outstanding customer service for clients, tailoring personal risk management solutions to each unique situation.

You’ll join a team that values integrity, collaboration, and continual learning, with hands-on training, mentorship, and growth opportunities designed to help you excel in a dynamic insurance environment.