Client Service Specialist Jobs in Montana
Client Service Specialist jobs in Montana are concentrated in Billings, Missoula, and Great Falls, where financial services firms, healthcare systems, and insurance companies drive consistent hiring across entry-level to senior roles. Employers like First Interstate BancSystem, Providence Health, and Northwestern Mutual have maintained a steady presence in the state and regularly bring on client service professionals. Demand is strongest in financial account management, insurance client support, and healthcare patient services. Scan the live roles below and apply to whichever ones fit.
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Showing 5 of 14+ Client Service Specialist jobs
In your career at MMA, you’ll be given constant support, with a hands-on training program, consistent feedback and development, and work alongside driven and passionate sales professionals. We will give you access to mentorship, training, resources, and development to ensure your success, but you will need to supply the spirit. Our colleagues don’t stop short of excellence and are compelled to do what’s best for their clients, colleagues and communities.
From admin to accounting and everything in between, we believe our team is all in sales together. We're dedicated to representing our brand with excellence and integrity in every interaction. We collaborate with intention and know every one of us plays a vital role in our shared success.
- Work with customers and carriers to handle incoming service requests. We will count on you to inform, educate, and make recommendations to clients, carriers and underwriters.
- Manage new and renewal insurance marketing: including negotiating with carriers, preparing presentation and proposal materials, collecting customer information and ordering insurance policies from carriers.
- Analysis: You can determine acceptability and placement of coverage and also provide customers with insurance coverage recommendations for improved or additional coverage.
- Update customer information: Ensure account data is accurately captured, entered and maintained 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 challenge the status-quo.
- You’re smart. You understand business and people.
- You’re good with people, even on the tough days.
- You’re team oriented. 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 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.
The Perks:
We take pride in providing our colleagues with a competitive compensation package; we will honor all local and state salary thresholds. The base pay offered will be determined on factors such as experience, skills, training, location, certifications, and education. The salary range for this position is $43,400-$80,800/year. Additionally, this position may be eligible for performance-based incentives, annual profit sharing and a benefits package that includes paid paternity/maternity leave, medical leave, 401K savings and other wellbeing programs. Decisions will be determined on a case-by-case basis.
Marsh McLennan is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age background, disability, ethnic origin, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, veteran status (including protected veterans), or any other characteristic protected by applicable law. If you have a need that requires accommodation, please let us know by contacting reasonableaccommodations@mmc.com
#MMANW
In your career at MMA, you’ll be given constant support, with a hands-on training program, consistent feedback and development, and work alongside driven and passionate sales professionals. We will give you access to mentorship, training, resources, and development to ensure your success, but you will need to supply the spirit. Our colleagues don’t stop short of excellence and are compelled to do what’s best for their clients, colleagues and communities.
From admin to accounting and everything in between, we believe our team is all in sales together. We're dedicated to representing our brand with excellence and integrity in every interaction. We collaborate with intention and know every one of us plays a vital role in our shared success.
- Work with customers and carriers to handle incoming service requests. We will count on you to inform, educate, and make recommendations to clients, carriers and underwriters.
- Manage new and renewal insurance marketing: including negotiating with carriers, preparing presentation and proposal materials, collecting customer information and ordering insurance policies from carriers.
- Analysis: You can determine acceptability and placement of coverage and also provide customers with insurance coverage recommendations for improved or additional coverage.
- Update customer information: Ensure account data is accurately captured, entered and maintained 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 challenge the status-quo.
- You’re smart. You understand business and people.
- You’re good with people, even on the tough days.
- You’re team oriented. 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 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.
The Perks:
We take pride in providing our colleagues with a competitive compensation package; we will honor all local and state salary thresholds. The base pay offered will be determined on factors such as experience, skills, training, location, certifications, and education. The salary range for this position is $43,400-$80,800/year. Additionally, this position may be eligible for performance-based incentives, annual profit sharing and a benefits package that includes paid paternity/maternity leave, medical leave, 401K savings and other wellbeing programs. Decisions will be determined on a case-by-case basis.
Marsh McLennan is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age background, disability, ethnic origin, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, veteran status (including protected veterans), or any other characteristic protected by applicable law. If you have a need that requires accommodation, please let us know by contacting reasonableaccommodations@mmc.com
#MMANW
See All 14 Client Service Specialist Jobs in Montana
Find roles in Montana that match your experience and apply in just a few clicks.
Find JobsClient Service Specialist Jobs by City in Montana
Where Montana roles are concentrated, by current openings.
Client Service Specialist Job Market in Montana
A snapshot from current Montana openings, updated as new roles post.
Who's Hiring
Top Industries Hiring
- Fintech
- Banking & Financial Services
- Investment & Asset Management
What Montana Employers Look For
The qualifications that appear most often in client service specialist jobs across Montana.
- Associate or bachelor's degree in business, communications, or a related field
- Two or more years of customer-facing or account management experience
- Proficiency with CRM platforms such as Salesforce or Microsoft Dynamics
- Strong written and verbal communication skills for client correspondence and calls
- Ability to manage multiple client accounts and prioritize competing deadlines
- Familiarity with financial, insurance, or healthcare industry terminology and compliance
Client Service Specialist Jobs in Montana: Frequently Asked Questions
How do you become a client service specialist in Montana?
Most Montana employers look for candidates with an associate or bachelor's degree in business, communications, or a related field, combined with relevant customer service experience. While the role itself carries no state-issued license in Montana, specialists working in insurance may need to hold an active Montana producer license issued through the Montana Commissioner of Securities and Insurance. Building experience in account coordination or client support roles is the most direct path.
Which companies hire client service specialists in Montana?
Montana client service specialist roles are posted by U.S. Bank, JCCS, and JPMorganChase and others right now, based on current listings on Migrate Mate as of July 2026. Montana's financial services sector and its large regional healthcare networks are among the most consistent sources of openings in the state.
Which Montana cities have the most client service specialist jobs?
Missoula, Billings, and Bozeman are the Montana cities with the most client service specialist openings. Billings leads as the state's largest commercial center, anchoring the financial services and healthcare hiring that drives most demand, while Missoula's university presence and growing professional services sector support a strong secondary market, and Great Falls benefits from its concentration of insurance and government-adjacent employers.
Are there remote client service specialist jobs in Montana?
Yes, and they're more common than in many fields, since the core duties of managing client accounts and communications translate well to remote settings. About 25% of client service specialist openings tied to Montana are remote or hybrid as of July 2026, reflecting broader flexibility across desk-based service roles. Account management and customer communications work tends to be the most remote-eligible portion of the role.
How can I get hired as a client service specialist in Montana with little or no experience?
The most realistic entry path is applying to associate client service or customer support coordinator roles at Montana's regional banks and credit unions, such as Glacier Bancorp or Opportunity Bank of Montana, which regularly hire candidates without extensive experience. Lateral moves from retail banking, administrative support, or healthcare front-desk positions are common stepping stones. Earning a Montana insurance producer license through the Commissioner of Securities and Insurance gives candidates a measurable edge even before their first specialist role.
Where can I find and apply to client service specialist jobs in Montana?
You can find and apply to client service specialist jobs in Montana on Migrate Mate, which lists current openings across the state. Search the available roles, find the ones that match your background and location, and apply directly to the ones that fit.
See All 14 Client Service Specialist Jobs in Montana
Find roles in Montana that match your experience and apply in just a few clicks.
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