Insurance Client Service Specialist - McGriff (Hybrid Opportunity)

Clark Insurance - Wilmington, NC

Full-time - Entry Level

Hybrid - Wilmington, NC

About the position

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. More than 11,000 of 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 thrive as a Client Service Specialist at McGriff, a division of Marsh McLennan Agency (MMA). MMA provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With 200 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).

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 demonstrate 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.
• Other duties and responsibilities assigned by management.

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

• 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.