Client Specialist - Business Insurance

Marsh McLennan•Fargo, ND

10d•Hybrid

About The Position

Client Specialist – Business Insurance Our not-so-secret sauce. 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 drives 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 Specialist 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 McLennan (NYSE: MMC). A day in the life. As our Client Specialist on the Business Insurance team, you’ll deliver the client effective and efficient resolutions to their business risk management needs. You will need to manage multiple priorities efficiently, communicate with clients in a clear and concise fashion, identify issues and implement appropriate resolutions, and collaborate with other team members and carrier partners. Lead the preparation of insurance proposals for clients and drive the remarketing process Prepare and manage coverage endorsements and cancellations Responsible for the preparation of certificates of insurance Analyzes, prioritizes and interprets information drawing accurate conclusions Work conjointly with the producer and other service team members on the account so all parties are aware of important activities happening on the account Keep current on rates, forms, and coverage changes through bulletins, seminars and training offered Maintain knowledge of carrier appetites and capabilities Drive and support agency and departmental goals for retention, upselling, and new sales Identify opportunities for efficiency and effective improvements within department and agency

Requirements

Bachelors in business, finance, risk management, communication, or equivalent degree
Experience in the insurance industry

Nice To Haves

Property & Casualty License (required in first 3 months)
CISR designation (required in first 3 years)

Responsibilities

Lead the preparation of insurance proposals for clients and drive the remarketing process
Prepare and manage coverage endorsements and cancellations
Responsible for the preparation of certificates of insurance
Analyzes, prioritizes and interprets information drawing accurate conclusions
Work conjointly with the producer and other service team members on the account so all parties are aware of important activities happening on the account
Keep current on rates, forms, and coverage changes through bulletins, seminars and training offered
Maintain knowledge of carrier appetites and capabilities
Drive and support agency and departmental goals for retention, upselling, and new sales
Identify opportunities for efficiency and effective improvements within department and agency