Business Insurance Client Service Specialist

Marsh McLennan•Clayton, NC

9h•Hybrid

About The Position

Marsh McLennan Agency (MMA) provides business insurance, employee health and benefits, retirement, and private client insurance solutions. The Business Insurance Client Service Specialist supports client service and production teams in servicing a midsize book of business, with assignment based primarily on the individual’s experience and production capacity. The role processes new and renewal business, responds to client questions and requests, maintains client records, supports marketing and proposal preparation, and helps achieve agency revenue and retention goals. Applicants must be within driving distance of the Athens, Georgia office and able to commute there at least three days per week. The position is hybrid. The specialist is also expected to participate in company-sponsored seminars, training workshops, and webinars to enhance industry knowledge and education. Other duties may be assigned by management.

Requirements

High school diploma or equivalent.
Demonstrated proficiency with computer applications such as Microsoft Office Suite.
Strong organizational and project skills.
Strong written and verbal communication and interpersonal skills.
Responsiveness, urgency, and professionalism in all matters.
Ability to prioritize work and complete the most critical and sensitive activities on time.
Ability to respond quickly to client requests and provide appropriate information.
Accountability for the quality of work.
Must be within driving distance of the Athens, Georgia office and able to commute to the office at least three days per week.

Nice To Haves

Three to five years of industry-specific experience.
Line-of-business designations.
College or advanced degree.

Responsibilities

Process new and renewal business within timelines and quality standards, including updating and maintaining information in the client management system.
Escalate issues of increased complexity to the applicable internal contact according to department standards.
Provide clients with timely information, including plan information, rates, contributions, and carrier contacts.
Set up policy notebooks for client delivery and assemble proposals and other presentations for client and prospect meetings.
Address and resolve client questions and issues.
Assist with preparing new and renewal proposals, stewardship reports, service plans, and comparisons, using creativity in presentation style.
Support the service and production team in achieving agency revenue and retention goals.
Maintain daily client processing functions, including endorsements, policies, audits, pending cancellations, and ID cards.
Assist with marketing as needed.
Take reports and monitor claims, if applicable, and assist clients with claims resolution.
Document member and client communications in the client management services tool according to department standards.
Prepare presentations, spreadsheets, direct bill materials, accounting discrepancy information, and other communications based on internal team and client needs.
Participate in company-sponsored seminars, training workshops, and webinars to enhance industry knowledge and education.
Perform other duties and responsibilities assigned by management.