Personal Insurance Client Success Manager

Marsh Agency

Helena (MT)

On-site

USD 42,000 - 65,000

Full time

3 days ago

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Benefits offered by this job

Competitive compensation

Performance-based incentives

Profit sharing

Paid paternity/maternity leave

Medical 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 and risk management solutions tailored to clients’ unique circumstances. You’ll work with clients, carriers and underwriters to educate and guide, with hands-on training and mentorship to support your success.

Join a team that values excellence, integrity, and collaboration, offering a supportive culture and opportunities to grow within personal insurance

Qualifications

Customer service background in insurance or related field preferred.
Ability to educate and guide clients, carriers and underwriters.
Strong organizational and multitasking skills.

Responsibilities

Handle incoming service requests from customers and carriers.
Inform, educate, and make recommendations to clients, carriers and underwriters.
Manage new and renewal insurance marketing: negotiate with carriers and prepare materials.
Update customer information in the agency management system.
Identify up-selling and cross-selling opportunities with colleagues.
Provide effective and efficient customer service with the sales and service teams.
Follow policies, ensure proper documentation, and maintain confidentiality.