Support Specialist - Business Insurance - Bozeman

Make Choteau Home; Bozeman (MT); On-site; USD 45,000 - 60,000; Full time

Benefits offered by this job

Competitive compensation package

Paid paternity/maternity leave

401K savings and wellbeing programs

Job summary

Marsh McLennan Agency in Bozeman, MT seeks a client-service oriented professional to deliver outstanding insurance and risk-management service. You will develop and implement service processes, collaborate with carriers, and support clients with accuracy and integrity.

The role emphasizes proactive communication, attention to detail, and dedication to client success within our Business Insurance team, with opportunities for mentorship and career growth.

Qualifications

• You are a client service advocate.
• You love helping people and delivering exceptional service.
• You adapt well to changing insurance industry needs.
• You pay attention to details and maintain accurate information.

Responsibilities

• Work with the Business Insurance Client Management team and carriers to handle incoming service requests.
• Manage and issue certificates of insurance for the Business Insurance book assigned.
• Collaborate with Account teams: negotiate with carriers, prepare materials, and order policies.
• Update customer information in the agency management system.
• Verify certificate coverages match policies and comply with state law.
• Provide effective and efficient customer service with the sales and service team.
• Follow policies, maintain file documentation, and protect confidentiality.

Skills

Client service

Team player

Adaptability

Attention to detail

Job description

Job Description

Marsh McLennan 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 MMA. 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 MMA 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 carriersto 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 earnest about 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 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.

Marsh McLennan is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age background, disability, ethnic origin, 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. If you have a need that requires accommodation, please let us know by contacting [e-mail]