Client Service Specialist

About the position

As our Client Service Specialist on the McGriff Commercial Lines 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 endorsements, policies, audits, pending cancellations, ID cards, and assist clients with claims resolution.

Responsibilities

• Support the service and production team in reaching overall agency revenue and retention goals.
• Process new and renewal business.
• Update and maintain information in the client management system.
• Address and resolve client questions and issues.
• Escalate issues of increased complexity.
• Provide 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 endorsements, policies, audits, pending cancellations, ID cards.
• Assist clients with claims resolution.

Requirements

• 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

• Property and Casualty insurance license.
• Five years of industry specific experience.
• LOB designations.
• College or advanced degree.

Benefits

• Generous time off, including personal and volunteering.
• Tuition reimbursement and professional development opportunities.
• Hybrid Work.
• Charitable contribution match programs.
• Stock purchase opportunities.