Associate Client Manager - Business Insurance
PayneWest Insurance
- Helena, MT Bozeman, MT
- Permanent
- Full-time
- Work with customers and carriers to handle incoming service requests.
- Manage new and renewal insurance marketing: including negotiating with carriers, preparing presentation and proposal materials, collecting customer information and ordering insurance policies from carriers.
- Account collaboration: including negotiating with insurance carriers, preparing presentation and proposal materials, collecting customer information and ordering insurance policies from carriers.
- Update customer information: keep accurate, up-to-date records on customers in our agency management system.
- Up sell & cross sell: work with your colleagues to find and follow-through on up-sell and cross-sell opportunities.
- Customer service: ensure that you and your designated sales and service team provide effective and efficient customer service.
- Plus (the fine print): you’ll follow organization policies and procedures, sales and service standards and established workflows. You’ll ensure quality control through proper file documentation and maintenance. You’ll maintain confidentiality and be an all-around awesome member of our team.
- You’re a client service advocate. You’re passionate about delivering an exceptional level of customer service and support.
- You’re ready to throw all stereotypes of “insurance” out the window and love your job.
- You’re smart. You understand business and people.
- You’re good with people, even on the tough days. Good customer service is just part of who you are, and you love making people happy.
- You’re a team player. You maintain positive relationships with your colleagues—and you enjoy it.
- You’re that person everyone can depend on—to pay attention to details, to make deadlines, to be accurate and complete when interacting with clients, colleagues and carriers.
- You love to learn. You’re earnest about improving and pursuing professional development.
- You can adapt—because our industry changes constantly and so do the needs of our clients. You’re good at staying on your toes.
- You’re ready for a meaningful change. No more corporate vanilla structure for you. (Yes, an insurance company really just said that.)
- You embrace our core values: accountability, balance, excellence, integrity, respect and humanity.