Client Services Consultant Jobs in Montana
Client Services Consultant jobs in Montana are steadily active, with consistent demand across financial services, healthcare administration, and technology services, from associate-level roles through senior client relationship positions. Billings, Missoula, and Great Falls account for the largest share of openings, where established employers like Northwestern Mutual, First Interstate BancSystem, and RightNow Technologies (now part of Oracle) maintain ongoing client-facing teams. The most in-demand specialties include account management, benefits consulting, and enterprise software support. See the openings below and apply to the ones that match your experience.
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Showing 5 of 14+ Client Services Consultant 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 Services Consultant Jobs in Montana
Find roles in Montana that match your experience and apply in just a few clicks.
Find JobsClient Services Consultant Jobs by City in Montana
Where Montana roles are concentrated, by current openings.
Client Services Consultant 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 services consultant jobs across Montana.
- Bachelor's degree in business, communications, or a related field required
- Two or more years of client-facing account management or consulting experience
- Demonstrated ability to manage multiple client accounts simultaneously
- Proficiency with CRM platforms such as Salesforce or Microsoft Dynamics
- Strong written and verbal communication skills for client presentations
- Familiarity with financial services or healthcare industry workflows preferred
Client Services Consultant Jobs in Montana: Frequently Asked Questions
How do you become a client services consultant in Montana?
Most client services consultant roles in Montana require a bachelor's degree in business, communications, finance, or a related field, with no state-issued license mandated for the general role. Employers in financial services may require or prefer FINRA Series licenses, while those in insurance consulting expect candidates to hold an active Montana insurance producer license issued through the Montana Commissioner of Securities and Insurance. Building a record of client account management and completing relevant vendor or platform certifications strengthens most applications considerably.
Which companies hire client services consultants in Montana?
Employers hiring client services consultants in Montana right now include U.S. Bank, JCCS, and JPMorganChase, based on current listings on Migrate Mate as of July 2026. Montana's financial services sector, anchored by regional banks and insurance carriers, tends to be among the most consistent sources of these openings statewide.
Which Montana cities have the most client services consultant jobs?
Missoula, Billings, and Bozeman have the most client services consultant openings in Montana. Billings drives the largest volume as the state's commercial hub, home to major banking, healthcare, and energy sector employers, while Missoula's university presence and growing tech services firms contribute steady demand, and Great Falls supports openings through its healthcare systems and regional financial institutions.
Are there remote client services consultant jobs in Montana?
Yes, and more than many fields, since client services consulting is largely desk-based and relationship-driven work that translates well to remote settings. About 25% of client services consultant openings tied to Montana are remote or hybrid as of July 2026, reflecting how readily the role adapts to distributed teams. Account coordination, onboarding support, and ongoing client communication tend to be the functions most consistently offered on a fully remote basis.
How can I get hired as a client services consultant in Montana with little or no experience?
The most realistic entry path is through customer success associate or client support representative roles at Montana-based financial institutions or healthcare organizations, which routinely hire without prior consulting experience. First Interstate BancSystem and regional insurance carriers often bring on associate-level client coordinators and train internally. A completed bachelor's degree, a Montana insurance producer license, or a Salesforce certification each provide a measurable edge. Lateral moves from banking teller, medical billing coordinator, or inside sales roles are common starting points that Montana employers recognize and value.
Where can I find and apply to client services consultant jobs in Montana?
You can find and apply to client services consultant jobs in Montana on Migrate Mate, which lists current openings across the state. Search the available roles, find the ones that fit your background and preferred location, and apply directly to the positions that match your experience.
See All 14 Client Services Consultant Jobs in Montana
Find roles in Montana that match your experience and apply in just a few clicks.
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