Associate Client Manager – Employee Health & Benefits

Marsh McLennan

. Partner with client relations colleagues to deliver customer service and support to Employee Health & Benefits clients, colleagues, and carriers .

Posted 11/6/2026full-timeMissoula • Montana • United StatesJuniorMid-LevelWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates exceptional client service and customer support skills while effectively negotiating with insurance carriers and maintaining accurate client records in an agency management system. Adapts to changing industry needs and upholds confidentiality and organizational values.

Highest-signal resume keywords

Client Service SkillsNegotiation With Insurance CarriersPresentation And Proposal PreparationAccurate Client Record MaintenanceAttention To Detail

ATS Keywords

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Applicant Tracking System Keywords

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Soft Skills

Customer Support SkillsAttention To DetailAdaptabilityCommitment To Confidentiality

Tools & Technologies

Agency Management System

Industry Keywords

Employee Health & BenefitsInsurance PoliciesQuality ControlFile DocumentationOrganizational Policies

About the role

Key responsibilities & impact

Partner with client relations colleagues to deliver customer service and support to Employee Health & Benefits clients, colleagues, and carriers
Address customer service needs promptly and effectively
Work on accounts, including negotiating with insurance carriers
Prepare presentation and proposal materials
Collect client information and order insurance policies from carriers
Update and maintain accurate client information in the agency management system
Follow organizational policies, procedures, service standards, and established workflows
Ensure quality control through proper file documentation and maintenance
Maintain confidentiality and contribute positively to the team

Requirements

What you’ll need

Exceptional client service and customer support skills
Ability to negotiate with insurance carriers
Ability to prepare presentation and proposal materials
Ability to collect client information and order insurance policies from carriers
Ability to maintain accurate, up-to-date client records in an agency management system
Attention to detail and ability to meet deadlines
Accuracy and completeness when interacting with clients, colleagues, and carriers
Ability to adapt to changing industry and client needs
Commitment to confidentiality
Alignment with core values: accountability, balance, excellence, integrity, respect, and humanity