Client Care Team Representative

Marsh McLennan-posted 9 months ago
Entry Level
Remote • Las Vegas, NV
Insurance Carriers and Related Activities
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This position will be remote, based in the Eastern Time Zone / Pacific Time Zone. As a Private Client Advisor in the Private Client Services Customer Care Team, you'll successfully support a large book of business for our entry level affluent clientele. You will work alongside tenured colleagues to gain experience, and skill sets for professional growth.

  • Reviews client exposures, risk tolerance, loss experience and current coverages on a reactive basis and recommend appropriate products and services
  • Provides day-to-day client service by responding to client questions and issues on Zoom, over the phone or via team email
  • Ensures availability to answer incoming calls from clients during the designated time frame
  • Addresses client inquiries, concerns, and requests via phone que coverage in a courteous and helpful manner
  • Directs calls to the appropriate department or team member for further assistance, if needed
  • Creates and presents renewal comparisons to existing clients upon request and conducts annual interactive reviews when a client has requested a summary of their coverage (Zoom and Phone)
  • Understands, introduces and leverages the services of Private Client Services (PCS) Specialty Practices areas, as appropriate, including surplus lines placements
  • Accountable for client retention through delivery of exceptional client service
  • Responsible for expanding client programs where needed
  • Negotiates with multiple insurance carriers to provide comprehensive coverage options for clients, while conforming to all laws, regulations and requirements governing the insurance industry
  • Ability to quote coverages for existing clients
  • Communicates client's risk solution and binding instructions to carriers
  • Implements and maintains a quality service plan ensuring the accuracy of binders, policies, and other relevant documents that are delivered to clients
  • Utilizes the Agency Management System in an accurate and timely manner to enter and maintain all pertinent account information
  • Ensures that all regulatory requirements are met and comply with all internal policies and procedures
  • Escalates internal and external service concerns that clients may be experiencing to appropriate departments for action and prevention of further client impact
  • Property & Casualty (P&C) License
  • 3 plus years' personal lines insurance experience with High-Net-Worth clientele
  • Previous Personal Lines Insurance experience with High Net Worth clientele
  • Client facing experience
  • Client service orientation with balance on managing expectations
  • Excellent verbal & written communication skills
  • Ability to maintain confidentiality and professionalism
  • Ability to adhere to policies, practices & procedures
  • Ability to work well in a team environment
  • Strong technical and computer skills (MS Office tools, etc.)
  • Bachelor's degree
  • Professional designations a plus, e.g. CPCU, CIC, CPRIA, etc.
  • Previous experience with an Agency Management System preferred
  • Key relationships with luxury carriers, such as AIG, Chubb, PURE
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