Client Relations Associate Director
PayneWest Insurance

Missoula, Montana

Posted in Insurance


This job has expired.

Job Info


The Job

The Client Relations Associate Director is responsible for direct supervision, training and mentoring of colleagues in a designated group within the Client Relations Department ensuring compliance with establish quality and service standards.

This position is also responsible for carrying the organization's reputation and professional manner for conducting business into dealing with colleagues, clients and carriers in accordance with PayneWest's core values of Accountability, Balance, Humanity, Excellence, Integrity and Respect.

What You'll Be Doing

  • Maintain full working knowledge of client relations positions within a designated line of business and will provide support where and when staffing shortages occur.
  • Acts as a liaison with carriers, and facilitates company meetings in all locations.
  • Develops, implements and monitors workflows and procedures to ensure high quality service and compliance to agency standards. Continuously looks for ways to refine standards, workflows and procedures.
  • Coaches, supervises and trains client relations colleagues, structuring the training agenda to achieve high performance.
  • Incorporates into all practices, policies and procedures guidelines to minimize agency errors and omissions exposure and promote quality standards.
  • Supports full utilization of the agency automation system and other automation tools (i.e. internet, third party software, etc.) to improve customer service and agency efficiency.
  • Participates in interviewing, hiring, performance management and performance coaching of colleagues in conjunction with the designated Client Relations Director.
  • Stays informed regarding insurance technical knowledge, agency automation, company information, and other operating techniques.
  • Works continually towards self-development to stay current regarding insurance knowledge, customer service and supervisory procedures and practices.
  • Promotes open communication within department.
  • Provides technical assistance to colleagues.
  • Keeps management informed about departmental issues.
  • Actively participates in organization initiatives and support core values including community involvement.
  • Performs other duties as required and assigned.


Who We're Looking For

  • You actively support and incorporate the company mission and core values into daily activities.
  • Demonstrates leadership skills and continually leads by example.
  • Maintains a positive and respectful attitude with fellow colleagues.
  • Works as a team member to achieve profit center goals and overall company goals.
  • Demonstrates constructive customer service skills , internally and externally, with effective communication, respect, and integrity.
  • Maintains confidentiality of all information related to clients, colleagues, carriers, or as appropriate, other information.
  • You are dependable and consistently report to work on time prepared to perform duties of the position.
  • 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.


Additional Requirements:
  • Bachelor's degree and/or equivalent client service experience
  • Applicable current state insurance licensure
  • Automation knowledge and skills

The Client Relations Associate Director is an exempt position which reports to the Managing Director of Client Engagement.

About us:

We are excited to be a part of the Marsh McLennan Agency family, an organization with people that share our same values. They are high performing, culturally oriented, and community driven. We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues, clients and communities.


This job has expired.

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