Personal Insurance Client Success Manager

Marsh Agency; Great Falls (MT); On-site; USD 36,000 - 60,000; Full time

Benefits offered by this job

Competitive pay

Profit sharing

Medical leave

401(k) savings

Job summary

Marsh Agency’s Personal Insurance division seeks a passionate service professional to deliver outstanding customer service and tailor personal risk management solutions for clients. You’ll work closely with carriers, underwriters, and colleagues to inform, educate, and recommend best-fit coverage.

Join a team that emphasizes mentorship, training, and development. We value accountability, integrity, and humane client service, with a hands-on training program to help you excel in a dynamic

Qualifications

• Client service advocate with focus on customer satisfaction.
• Ability to understand client needs and tailor advice accordingly.
• Strong communication and interpersonal skills for team and clients.
• Willingness to learn and adapt in a changing insurance environment.

Responsibilities

• Handle incoming service requests from customers and carriers; inform, educate, and make recommendations.
• Manage new and renewal insurance marketing; negotiate with carriers, prepare materials, collect data, and place policies.
• Analyze coverage needs and provide recommendations for improved or additional coverage.
• Update and maintain customer information in the agency management system.
• Identify and act on up-sell and cross-sell opportunities with team collaboration.
• Provide effective and efficient customer service with the sales/service team.
• Follow policies, maintain documentation, ensure confidentiality.

Skills

Client service

Communication

Teamwork

Adaptability

Attention to detail

Job description

Marsh Agency’s Personal Insurance division seeks a passionate service professional to deliver outstanding customer service and tailor personal risk management solutions for clients. You’ll work closely with carriers, underwriters, and colleagues to inform, educate, and recommend best-fit coverage.

Join a team that emphasizes mentorship, training, and development. We value accountability, integrity, and humane client service, with a hands-on training program to help you excel in a dynamic