Jobs · Montana

Support Specialist- Business Insurance

Marsh McLennan Agency · Helena, MT · 2 mo ago
Full-time

About the role

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. This position provides an excellent opportunity for those new to the world of insurance or customer service to sharpen skills and develop a career at MMA. We offer a promising career path with opportunities to move up and specialize in high-level client service and industry focuses. Access to mentorship, training, resources, and development is provided to ensure your success.

Responsibilities

  • Work with our Business Insurance Client Management team and carriers to handle incoming service requests proactively and effectively.
  • Manage and issue certificates of insurance for the assigned Business Insurance book of business.
  • Collaborate on accounts, including negotiating with insurance carriers, preparing presentation and proposal materials, and ordering insurance policies.
  • Update and maintain accurate customer records in our agency management system.
  • Verify that certificate coverages match policy coverages and ensure compliance with state law.
  • Provide effective and efficient customer service as part of your designated sales and service team.
  • Follow organization policies, procedures, sales and service standards, and established workflows.
  • Ensure quality control through proper file documentation and maintenance.
  • Maintain confidentiality and contribute positively as a team member.

Requirements

  • Passion for delivering exceptional customer service and support.
  • Strong understanding of business and people.
  • Excellent interpersonal skills, even in challenging situations.
  • Team-oriented with a commitment to maintaining positive relationships.
  • Dependable, detail-oriented, and accurate in all interactions with clients, colleagues, and carriers.
  • Eagerness to learn and pursue professional development.
  • Ability to adapt to industry changes and evolving client needs.
  • Alignment with our core values: accountability, balance, excellence, integrity, respect, and humanity.

We encourage candidates who may not check all these boxes but are close to apply.

Benefits

  • Competitive compensation package, including base pay determined by experience, skills, training, location, certifications, and education.
  • Eligibility for performance-based incentives and annual profit sharing.
  • Comprehensive benefits package including paid paternity/maternity leave, medical leave, 401K savings, and other wellbeing programs.

Decisions on compensation and benefits are determined on a case-by-case basis.

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