Business Insurance Client Service Specialist

Marsh McLennan•Alpharetta, GA

2d•Hybrid

About The Position

Marsh McLennan Agency (MMA) is hiring a Business Insurance Client Service Specialist to support a midsize book of business. The role processes new and renewal business, provides timely information and service to clients, supports proposals and presentations, and helps the service and production team achieve agency revenue and retention goals. Applicants must live within driving distance of the Athens, Georgia office and be able to commute there at least three days per week. The position also handles ongoing client processing and documentation, assists with marketing and claims-related work, and participates in company-sponsored training. The assignment is based primarily on the individual’s level of experience and capacity to service the book of business.

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.
Act with responsiveness, urgency, and professionalism in all matters.
Prioritize work to complete the most critical and sensitive activities on time.
Respond quickly to client requests and work to provide appropriate information.
Accept accountability for the quality of work.
Ability to commute to the Athens, Georgia office at least three days per week; applicants must be within driving distance.

Nice To Haves

3–5 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 more complex issues to the appropriate 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 creative presentation styles.
Support the service and production team in reaching 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.
Document member and client communications in the client management services tool according to department standards.
Prepare presentations, spreadsheets, direct bill materials, accounting discrepancy materials, and other communications for internal teams and clients.
Assist clients with claims resolution.
Participate in company-sponsored seminars, training workshops, and webinars to enhance industry knowledge and education.
Perform other duties and responsibilities assigned by management.