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Client Manager - Health

Job in Helena, Lewis and Clark County, Montana, 59604, USA
Listing for: Marsh McLennan Agency
Full Time position
Listed on 2026-01-12
Job specializations:
  • Sales
    Client Relationship Manager
  • Customer Service/HelpDesk
    Client Relationship Manager, Customer Service Rep
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
Position: Client Manager - Employee Health & Benefits

Overview

Client Manager - Employee Health & Benefits at Marsh McLennan Agency. The Employee Health and Benefits 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 clients. As a Client Manager you are in charge of ensuring a smooth client experience by managing day-to-day customer service interactions and maintaining strong and long-lasting relationships with clients.

We provide mentorship, training, resources, and development to support your success. The ideal candidate is hungry, humble, and smart, with a drive to excel for clients, colleagues, and communities. From admin to accounting and everything in between, our team collaborates to represent our brand with excellence and integrity in every interaction.

What You7ll Be Doing
  • Work with customers and carriers to handle incoming service requests.
  • Manage new and renewal insurance marketing: negotiate with carriers, prepare presentations and proposal materials, collect customer information, and order insurance policies from carriers.
  • Provide insurance coverage analysis and recommendations for improved or additional coverage.
  • Update customer information: maintain accurate, up-to-date records in our agency management system.
  • Upsell & cross-sell: collaborate with colleagues to identify and pursue opportunities.
  • Deliver effective and efficient customer service with your designated sales and service team.
  • Follow organization policies and procedures, maintain quality control through proper file documentation, and protect confidentiality.
Who We're Looking For
  • You2re a client service expert with a passion for delivering exceptional support.
  • You2re ready to challenge stereotypes of insurance and love your job.
  • You2re smart, understand business and people.
  • You2re good with people, even on tough days, and you enjoy making others happy.
  • You2re a team player who maintains positive relationships with colleagues.
  • You2re dependable, detail-focused, and able to meet deadlines with accuracy.
  • You2re eager to learn and pursue professional development.
  • You2re adaptable to a constantly changing industry and client needs.
  • You2re seeking meaningful change and prefer a dynamic environment.
  • You embrace our core values: accountability, balance, excellence, integrity, respect, and humanity.

We know there are excellent candidates who might not check all boxes. If you2re close, we2d be very interested in meeting you.

The Perks

We offer a competitive compensation package with local and state salary considerations. Base pay is determined by experience, skills, training, location, certifications, and education. This role may be eligible for performance-based incentives, annual profit sharing, and a benefits package including paid parental leave, medical leave, 401K and other wellbeing programs. Decisions are made 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, status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, veteran status, or any other characteristic protected by law.

If you need accommodation, please contact rea

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