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Client Manager - Business Insurance

Job in Kalispell, Flathead County, Montana, 59904, USA
Listing for: Marsh McLennan Agency
Full Time position
Listed on 2025-12-31
Job specializations:
  • Sales
    Client Relationship Manager
Job Description & How to Apply Below

Client Manager - Business Insurance

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. 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 our clients. 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 customers and carriers to handle incoming service requests.
  • Manage commercial accounts: negotiate new and renewal policies with carriers, prepare presentation and proposal materials, respond to policy inquiries, and check policies, endorsements and audits for accuracy.
  • Provide insurance coverage analysis and recommendations for improved or additional coverage by collaborating with colleagues.
  • Update customer information: keep accurate, up‑to‑date records on customers in our agency management system.
  • Upsell & cross‑sell: work with colleagues to find and follow through on these opportunities.
  • Customer service: ensure 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.
Who We’re Looking For
  • A client‑service advocate passionate about delivering exceptional level of customer service and support.
  • Ready to throw all stereotypes of “insurance” out the window and love your job.
  • A smart and business‑savvy individual who understands both people and business.
  • Good with people, even on tough days; loves making people happy.
  • A team player who maintains positive relationships with colleagues.
  • Detail‑oriented, accurate and complete when interacting with clients, colleagues and carriers.
  • Eager to learn and pursue professional development.
  • Adaptable to constantly changing industry and client needs.
  • Ready for a meaningful change and excited about the opportunity.
  • Embraces core values: accountability, balance, excellence, integrity, respect and humanity.
The Perks

Competitive compensation package; base pay determined by experience, skills, training, location, certifications and education. This position may also be eligible for performance‑based incentives, annual profit sharing and a benefits package that includes paid paternity/maternity leave, medical leave, 401(k) savings 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, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, veteran status, and any other characteristic protected by applicable law.

If you have a need that requires accommodation, please let us know by contacting rea

Attributes
  • Seniority level:
    Not Applicable
  • Employment type:

    Full‑time
  • Job function:
    Sales and Business Development
  • Industries:
    Insurance

Referrals increase your chances of interviewing at Marsh McLennan Agency by 2x.

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