Client Service Specialist

Marsh McLennan•Durham, CA

3d•Hybrid

About The Position

Client Services Specialist – Employee Health & Benefits Award-winning, inclusive, Top Workplace culture doesn’t happen overnight. It’s a result of hard work by extraordinary people. The industry’s brightest talent drive our efforts to deliver purposeful work and meaningful impact every day. Learn more about what makes us different and how you can make your mark as a Client Services Specialist – Employee Health & Benefits at MMA. Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With offices across North America, we combine the personalized service model of a local consultant with the global resources of the world’s leading professional services firm, Marsh (NYSE: MRSH). A day in the life. As a Client Service Specialist our Employee Benefits team, you'll support the service and production team in reaching overall agency revenue and retention goals by processing new and renewal business, updating and maintaining information in the client management system, addressing and resolving client questions and issues, escalating issues of increased complexity, providing clients with information including plan information, rates, contributions, and carrier contacts, assemble proposals and other presentations, assist in preparation of new and renewal proposals, stewardship reports, service plans, and comparisons, maintain daily client processing functions such as policies, audits, pending cancellations, ID cards, and assisting clients with claims resolution. Our future colleague. We’d love to meet you if your professional track record includes these skills: 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 Accept accountability for the quality of work These additional qualifications are a plus, but not required to apply: Life and Health insurance license or ability to obtain within 90 days Five years of industry specific experience Employee Health & Benefits designations College or advanced degree We know there are excellent candidates who might not check all of these boxes. Don’t be shy. If you’re close, we’d be very interested in meeting you. Valuable benefits. We value and respect the impact our colleagues make every day both inside and outside of work. Our culture promotes colleague well-being through robust benefits programs and resources, professional and personal development opportunities, and fulfillment through meaningful work. Some benefits included in this role are: Generous time off, including personal and volunteering Tuition reimbursement and professional development opportunities Hybrid work – minimum of 3 days in office each week Charitable contribution match programs Stock purchase opportunities To learn more about a career at MMA, check us out our website or flip through recruiting brochure. Follow us on social media to meet our colleagues and see what makes us tick: Instagram Facebook X LinkedIn Who you are is who we are. We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. We are always seeking those with ethics, talent, and ambition who are interested in joining our client-focused teams. 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, family duties, 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 [email protected] #MMAEHB #LI-Hybrid #MMAMID #MMAcampus Click here to return to the Marsh Careers Site Marsh (NYSE: MRSH) is a global leader in risk, reinsurance and capital, people and investments, and management consulting, advising clients in 130 countries. With annual revenue of over $24 billion and more than 90,000 colleagues, Marsh helps build the confidence to thrive through the power of perspective. For more information, visit corporate.marsh.com, or follow us on LinkedIn and X.

Requirements

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
Accept accountability for the quality of work

Nice To Haves

Life and Health insurance license or ability to obtain within 90 days
Five years of industry specific experience
Employee Health & Benefits designations
College or advanced degree

Responsibilities

support the service and production team in reaching overall agency revenue and retention goals by processing new and renewal business
updating and maintaining information in the client management system
addressing and resolving client questions and issues, escalating issues of increased complexity
providing clients with information including plan information, rates, contributions, and carrier contacts
assemble proposals and other presentations
assist in preparation of new and renewal proposals, stewardship reports, service plans, and comparisons
maintain daily client processing functions such as policies, audits, pending cancellations, ID cards, and assisting clients with claims resolution