Client Service Specialist

Marsh McLennan•Saint Petersburg, FL

24d•Hybrid

About The Position

Award-winning, inclusive, Top Workplace culture doesn’t happen overnight. It’s a result of hard work by extraordinary people. More than 15,000 of the industry’s brightest talent drive our efforts to deliver purposeful work and meaningful impact every day. Marsh McLennan Agency, McGriff (MMA) provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With over 300 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 McLennan (NYSE: MRSH). We are looking for a Client Service Specialist to provide technical and service support to Account Managers for new clients, during the renewal process and for daily client service functions. A day in the life. 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.

Requirements

Current Florida 2-15 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.