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Marsh McLennan Agency · 4 days ago

Client Manager - Business Insurance

Kalispell, MT

Full-time

Onsite

Mid Level

Marsh McLennan Agency is seeking a passionate Client Manager for their Business Insurance team to deliver outstanding customer service to clients. The role involves managing client interactions, maintaining relationships, and providing insurance coverage analysis, while ensuring a smooth and efficient service experience.

Employee BenefitsHealth CareInsuranceRetirement

Growth Opportunities

Responsibilities

Work with customers and carriers to handle incoming service requests

Manage commercial accounts: including negotiating new and renewal policies with carriers, preparing presentation and proposal materials, responding to policy inquiries, and checking policies, endorsements and audits for accuracy

Collaborate with colleagues to provide customers with insurance coverage analysis and recommendations for improved or additional coverage

Keep accurate, up-to-date records on customers in our agency management system

Work with your colleagues to find and follow-through on up-sell and cross-sell opportunities

Ensure that you and your designated sales and service team provide effective and efficient customer service

Follow organization policies and procedures, sales and service standards and established workflows

Ensure quality control through proper file documentation and maintenance

Maintain confidentiality and be an all-around awesome member of our team

Qualification

Customer serviceClient relationship managementInsurance knowledgeNegotiation skillsOrganizational skillsProfessional developmentTeam collaborationAttention to detailAdaptability

Required

Passionate and people-oriented customer service professional

Ability to develop, implement and deliver outstanding insurance and risk management customer service

Experience managing day-to-day customer service interactions

Ability to maintain strong and long-lasting relationships with clients

Hungry, humble and smart attitude

Drive and desire to be a professional in the field

Ability to handle incoming service requests

Experience managing commercial accounts including negotiating new and renewal policies

Ability to prepare presentation and proposal materials

Experience responding to policy inquiries

Ability to check policies, endorsements and audits for accuracy

Collaborative analysis skills to provide insurance coverage analysis and recommendations

Organizational skills to keep accurate, up-to-date records

Ability to identify and follow-through on up-sell and cross-sell opportunities

Effective and efficient customer service skills

Ability to follow organization policies and procedures, sales and service standards

Quality control through proper file documentation and maintenance

Ability to maintain confidentiality

Client service advocacy

Understanding of business and people

Good interpersonal skills even on tough days

Team player with positive relationships with colleagues

Attention to detail and ability to meet deadlines

Eagerness to learn and pursue professional development

Adaptability to industry changes and client needs

Embrace core values: accountability, balance, excellence, integrity, respect and humanity

Benefits

Paid paternity/maternity leave

Medical leave

401K savings

Other wellbeing programs

Company

Marsh McLennan Agency

Glassdoor4.4

Marsh McLennan is an insurance company that provides business insurance, employee benefits, and private client insurance solutions. It is a sub-organization of Marsh & McLennan.

Founded in 2003