Support Specialist – Business Insurance

Marsh McLennan

. Handle incoming service requests with the Business Insurance Client Management team and carriers .

Posted 10/30/2026full-timeHelena • Montana • United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in managing business insurance client relationships, ensuring compliance with state laws, and delivering exceptional customer service. Proficient in maintaining accurate records and collaborating effectively with insurance carriers and internal teams.

Highest-signal resume keywords

Customer Service ExcellenceCertificate ManagementAttention To DetailCollaboration With Insurance CarriersCompliance With State Law

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Certificate IssuancePolicy VerificationAgency Management System ProficiencyProposal PreparationFile Documentation

Soft Skills

Effective CommunicationRelationship ManagementAdaptabilityAccountabilityIntegrity

Industry Keywords

Business InsuranceInsurance PoliciesQuality ControlCustomer Records ManagementService Requests

About the role

Key responsibilities & impact

Handle incoming service requests with the Business Insurance Client Management team and carriers
Correspond proactively and effectively with all parties
Manage and issue certificates of insurance for the assigned Business Insurance book of business
Collaborate on accounts, including negotiating with insurance carriers
Prepare presentation and proposal materials
Order insurance policies from carriers
Maintain accurate, up-to-date customer records in the agency management system
Verify certificate coverages against policy coverages
Ensure certificates comply with state law
Provide effective and efficient customer service with the designated sales and service team
Maintain proper file documentation and quality control
Maintain confidentiality and follow established workflows

Requirements

What you’ll need

Passion for delivering exceptional customer service and support
Understanding of business and people
Ability to maintain positive relationships with colleagues
Strong attention to detail, accuracy, completeness, and deadline management
Willingness to learn and pursue professional development
Adaptability to changing industry and client needs
Commitment to accountability, balance, excellence, integrity, respect, and humanity
Ability to maintain confidentiality
Ability to follow organization policies, procedures, sales and service standards, and established workflows

Benefits

Comp & perks

Mentorship, training, resources, and development opportunities
Paid paternity/maternity leave
Medical leave
401K savings
Wellbeing programs
Performance-based incentives may be available
Annual profit sharing may be available
Flexible work environment
Competitive compensation package