Client Service Specialist

Marsh McLennan•Aliso Viejo, CA

23h•$41,200 - $76,800•Hybrid

About The Position

Marsh McLennan Agency is seeking a Client Service Specialist to build and maintain professional rapport with clients, vendors, and teammates by providing superior internal and external service support. This role involves providing and/or coordinating the delivery of products and services to the client, other client service team members, and Producers.

Requirements

Assignment based primarily on 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.
Strong organizational and project management 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 provide appropriate information.
Accept accountability for the quality of work.

Nice To Haves

3-5 years of industry-specific experience.
LOB designations.
College degree or advanced degree.

Responsibilities

Prioritize and process new and renewal business within timelines and quality standards, including updating and maintaining information in the client management system.
Analyze client needs through research, determining appropriate course of action, recognizing potential problems, and escalating as appropriate.
Provide clients with timely information including plan information, rates, contributions, and carrier contacts.
Set up policy notebooks for delivery to the client; assemble proposals and other presentations for client and prospect meetings.
Demonstrate positive, motivated behavior by providing support and seeking guidance through teamwork and communication.
May be asked to lead a team of client service representatives as a mentor, guide, and/or trainer based on office needs and teammate requirements.
Assist in preparation of new and renewal proposals, stewardship reports, service plans, and comparisons; demonstrate creativity in presentation style.
Support service and production teams in reaching overall agency revenue and retention goals.
Maintain daily client processing functions such as endorsements, policies, audits, pending cancellations, and ID cards.
Assist with all aspects of marketing, as needed.
Assist clients with direction or implementation of appropriate internal resources, including but not limited to McGriff Employee Benefit Solutions (MEBS).
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 documentation, accounting discrepancy communications, and other materials 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.
Perform other duties and responsibilities as assigned by management.