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Marsh McLennan Agency · 1 week ago

Client Manager - Employee Health & Benefits

Helena, MT

Full-time

Onsite

Mid Level

Marsh McLennan Agency is seeking a passionate and people-oriented customer service professional for their Employee Health and Benefits team. The Client Manager will be responsible for managing day-to-day customer service interactions and ensuring a smooth client experience while developing and maintaining strong relationships with clients.

Employee BenefitsHealth CareInsuranceRetirement

Growth Opportunities

Responsibilities

Work with customers and carriers to handle incoming service requests

Manage new and renewal insurance marketing: including negotiating with carriers, preparing presentation and proposal materials, collecting customer information and ordering insurance policies from carriers

Analysis: provide customers with insurance coverage analysis and recommendations for improved or additional coverage

Update customer information: keep accurate, up-to-date records on customers in our agency management system

Up sell & cross sell: work with your colleagues to find and follow-through on up-sell and cross-sell opportunities

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

Qualification

Customer serviceInsurance knowledgeClient relationship managementNegotiation skillsProfessional developmentAttention to detailTeam collaborationAdaptability

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

Access to mentorship, training, resources, and development

Drive and desire to be an MMA professional

Hungry, humble, and smart

Ability to ensure a smooth client experience

Experience handling incoming service requests

Experience managing new and renewal insurance marketing

Ability to negotiate with carriers

Experience preparing presentation and proposal materials

Ability to collect customer information and order insurance policies from carriers

Ability to provide customers with insurance coverage analysis and recommendations

Ability to keep accurate, up-to-date records on customers in agency management system

Experience in up-selling and cross-selling

Ability to provide effective and efficient customer service

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

Ability to ensure quality control through proper file documentation and maintenance

Ability to maintain confidentiality

Client service expert

Passionate about delivering exceptional customer service and support

Understanding of business and people

Good with people, even on tough days

Team player

Attention to detail

Ability to meet deadlines

Earnest about improving and pursuing professional development

Ability to adapt 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