Support Specialist - Business Insurance

Marsh Agency; Helena (MT); In loco; USD 38.000 - 52.000; Tempo pieno

Vantaggi offerti da questo lavoro

Competitive compensation package

Salary thresholds compliance

Performance-based incentives potential

Benefits package including 401K and p)

Paid family leave and wellbeing

Descrizione del lavoro

Marsh Agency is seeking a client-focused customer service professional to deliver outstanding insurance and risk management support to our Business Insurance clients. You will engage with carriers, issue certificates of insurance, and maintain accurate client records while upholding our standards of service and integrity.

The role emphasizes collaboration, adaptability to industry changes, and a commitment to helping clients and colleagues alike while advancing within our organization.

Competenze

• Experience delivering high-quality customer service in fast-paced environments.
• Strong communication skills and ability to build rapport with clients.
• A collaborative mindset and ability to work well with others.

Mansioni

• Handle incoming service requests and coordinate with carriers and clients.
• Issue and manage certificates of insurance for assigned book of business.
• Update and maintain accurate client records in agency systems.
• Ensure coverage matches policy details and complies with state laws.
• Provide effective customer service and support to sales and service teams.

Conoscenze

Customer service

Communication

Team player

Descrizione del lavoro

The Job

Marsh Agency’s Business Insurance team is looking for a passionate and people-oriented customer service professional to develop, implement and deliver outstanding insurance and risk management customer service to our clients. If you’re new to the world of insurance or customer service, this position provides an excellent opportunity for you to sharpen your skills and develop in your career at Marsh Agency. We’ve created a promising career path with opportunities to move up the ladder and specialize in high-level client service and industry focuses as you move forward.

We will give you access to mentorship, training, resources, and development to ensure your success but you will need to supply the drive and desire to be an Marsh Agency professional. Our ideal candidate is hungry, humble and smart- they don’t stop short of excellence and are driven to do what’s best for their clients, colleagues, and communities.

From admin to accounting and everything in between, we believe our team is all in sales together. We're dedicated to representing our brand with excellence and integrity in every interaction. We collaborate with intention and know every one of us plays a vital role in our shared success.

What You’ll Be Doing

• Work with our Business Insurance Client Management team and carriers to handle incoming service requests. You are proactive and effective at corresponding with all parties.
• Manage and issue certificates of insurance: including the issuance of certificates for the Business Insurance book of business you are assigned.
• Account collaboration: including negotiating with insurance carriers, preparing presentation and proposal materials, and ordering insurance policies from carriers.
• Update customer information: keep accurate, up-to-date records on customers in our agency management system.
• Verify that certificate coverages match the coverages in the policies, and ensure certificates comply with state law.
• Customer service: ensure that you and your designated sales and service team provide effective and efficient customer service.
• Plus (the fine print): you’ll follow organization policies and procedures, sales and service standards and established workflows. You’ll ensure quality control through proper file documentation and maintenance. You’ll maintain confidentiality and be an all-around awesome member of our team.

Who We’re Looking For

• You’re a client service advocate. You’re passionate about delivering an exceptional level of customer service and support.
• You’re ready to throw all stereotypes of "insurance" out the window and love your job.
• You’re smart. You understand business and people.
• You’re good with people, even on the tough days. Good customer service is just part of who you are, and you love making people happy.
• You’re a team player. You maintain positive relationships with your colleagues—and you enjoy it.
• You’re that person everyone can depend on—to pay attention to details, to make deadlines, to be accurate and complete when interacting with clients, colleagues and carriers.
• You love to learn. You’re earnestabout improving and pursuing professional development.
• You can adapt—because our industry changes constantly and so do the needs of our clients. You’re good at staying on your toes.
• You’re ready for a meaningful change. No more corporate vanilla structure for you. (Yes, an insurance company really just said that.)
• You embrace our core values: accountability, balance, excellence, integrity, respect and humanity.

We know there are excellent candidates who might not check all of these boxes. Don't be shy. If you're close, we'd be very interested in meeting you.

The Perks

• We take pride in providing our colleagues with a competitive compensation package;
• we will honor all local and state salary thresholds.
• The base pay offered will be determined on factors such as experience, skills, training, location, certifications, and education.
• Additionally, this position may be eligible for performance-based incentives, annual profit sharing and a benefits package that includes paid paternity/maternity leave, medical leave, 401K savings and other wellbeing programs.
• Decisions will be determined on a case‑by‑case basis.

Who you are is who we are

We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. We are always seeking those with ethics, talent, and ambition who are interested in joining our client-focused teams.

Marsh is committed to providing an inclusive work environment. We aim to attract and retain the best, most qualified people and value colleagues of all backgrounds, without regard to age background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, veteran status (including protected veterans), or any other characteristic protected by applicable law.

Marsh and its affiliates are EOE Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers.

If you require an accommodation during the application or interview process, please let us know by contacting [e-mail].

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