Insurance Client Service Specialist

Marsh•Lake Oswego, OR

2d•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 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). 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, assemble proposals and other presentations, assist in preparation of new and renewal proposals, and comparisons, maintain daily client processing functions such as endorsements, policies, audits, pending cancellations, and ID cards.

Requirements

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
Accept accountability for the quality of work

Nice To Haves

Property and Casualty insurance license
One - Two years of industry specific experience

Responsibilities

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
assemble proposals and other presentations
assist in preparation of new and renewal proposals, and comparisons
maintain daily client processing functions such as endorsements, policies, audits, pending cancellations, and ID cards