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McGriff · 2 weeks ago

Business Insurance Client Service Specialist

Dalton, GA

Full-time

Hybrid

Mid Level

3+ years exp

McGriff is an award-winning company known for its inclusive workplace culture and is seeking a Business Insurance Client Service Specialist. In this role, you will process new and renewal business, provide clients with essential information, and support the service and production team in achieving agency goals.

Commercial InsuranceConsultingEmployee BenefitsFinancial ServicesInsurance

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