Business Insurance Client Service Specialist jobs in United States
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Marsh McLennan · 1 month ago

Business Insurance Client Service Specialist

Marsh McLennan is a leading professional services firm providing business insurance, employee health & benefits, and retirement solutions. The Business Insurance Client Service Specialist will be responsible for processing new and renewal business, providing timely client information, and supporting the service and production team to achieve agency goals.

Financial ServicesProfessional ServicesService Industry
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H1B Sponsor Likelynote

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 demonstrates 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

Qualification

Client management systemMicrosoft Office SuiteOrganizational skillsCommunication skillsProject management 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

3-5 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

Marsh McLennan

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Marsh McLennan (NYSE: MMC) is a global leader in risk, strategy and people, advising clients in 130 countries across four businesses: Marsh, Guy Carpenter, Mercer and Oliver Wyman.

H1B Sponsorship

Marsh McLennan has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (4)
2024 (2)
2023 (8)
2022 (6)
2020 (11)

Funding

Current Stage
Public Company
Total Funding
$11.2B
2024-10-30Post Ipo Debt· $7.25B
2024-02-14Post Ipo Debt· $1B
2023-09-06Post Ipo Debt· $1.6B

Leadership Team

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Joe Hayes
Senior Vice President, COO Private Client Services
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Katherine Brennan
SVP & General Counsel
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Company data provided by crunchbase