Employee Benefits Client Service Specialist jobs in United States
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McGriff ยท 1 week ago

Employee Benefits Client Service Specialist

McGriff is a division of Marsh McLennan Agency, known for its award-winning workplace culture. The Client Service Specialist role involves supporting the team in achieving revenue and retention goals by managing client inquiries, processing business, and maintaining client information.

Commercial InsuranceConsultingEmployee BenefitsFinancial ServicesInsurance

Responsibilities

Support the service and production team in reaching overall agency revenue and retention goals
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
Assist clients with claims resolution

Qualification

Client management systemMicrosoft Office SuiteLifeHealth insurance licenseOrganizational skillsProject skillsAccountabilityCommunication skillsInterpersonal skills

Required

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

Preferred

Life and health 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

Company

McGriff

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McGriff is an insurance brokerage company that provides consultative risk management and insurance solutions for businesses.

Funding

Current Stage
Late Stage
Total Funding
unknown
2024-09-30Acquired

Leadership Team

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Renee Keen
Chief Executive Officer
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Peter Siegel
COO, Executive Vice President
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Company data provided by crunchbase