Client Service Specialist

Marsh McLennan•Keller, TX

1d•Hybrid

About The Position

Marsh McLennan Agency (MMA) is seeking a Client Service Specialist to provide technical and service support to Account Managers. This role is crucial for managing new clients, supporting the renewal process, and handling daily client service functions. MMA is known for its award-winning, inclusive, Top Workplace culture, driven by talented individuals dedicated to purposeful work and meaningful impact. The agency offers comprehensive business insurance, employee health & benefits, retirement, and private client insurance solutions, combining local service with global resources.

Requirements

Current Florida 2-20 License, or willingness to obtain
Assignment based primarily upon the individual's minimal level of experience and production capacity to service a midsize book of business
High school diploma or equivalent
Demonstrated proficiency in computer applications such as Microsoft Office Suite
Demonstrate strong organizational and project skills
Strong communication and interpersonal skills (written and verbal)
Act with responsiveness, urgency and professionalism in all matters
Prioritize work to achieve timely completion of the most critical and sensitive activities
Respond quickly to client requests and work to provide appropriate information

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, according to department standards, to the applicable internal contact.
Provide clients with timely information including plan information, rates, contributions, and carrier contacts.
Set up policy notebooks for delivery to client; assemble proposals and other presentations for client and prospect meetings.
Address and resolve client questions and issues.
Assist in preparation of new and renewal proposals; stewardship reports; service plans; comparisons, and demonstrates creativity in presentation style.
Support service and production team in reaching overall agency revenue and retention goals.
Maintain daily client processing functions such as endorsements, policies, audits, pending cancellations, ID cards.
Assist with all aspects of marketing, as needed.
Take report 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, accounting discrepancies and other communications based on the needs of the internal team and clients.
Assist clients with claims resolution.
Participate in company sponsored seminars, training workshops and webinars to enhance industry knowledge and education.