Insurance Client Service Specialist
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: MRSH).
Requirements
- Assignment based primarily upon the individual's minimal level of experience and production capacity
- High school diploma or equivalent
- Demonstrated proficiency in computer applications such as Microsoft Office Suite
- 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
- Insurance license
- Five years of industry specific experience
- LOB designations
- College or advanced degree
Responsibilities
- Support the service and production team in reaching overall agency revenue and retention goals by processing 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.
Benefits
- Stock purchase opportunities
- Generous time off, including personal and volunteering
- Tuition reimbursement and professional development opportunities
- Charitable contribution match programs
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
