Insurance Client Service Specialist jobs in United States
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McGriff ยท 1 day ago

Insurance Client Service Specialist

McGriff is a division of Marsh McLennan Agency (MMA) that provides business insurance and employee health solutions. The Client Service Specialist will support the service and production team in achieving agency revenue and retention goals by processing new and renewal business and addressing client inquiries.

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
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, and ID cards

Qualification

Client management systemMicrosoft Office SuiteInsurance licenseOrganizational skillsProject skillsResponsivenessAccountabilityCommunication skillsInterpersonal skills

Required

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

Insurance license
Five years of industry specific experience
LOB designations
College or advanced degree

Benefits

Stock purchase opportunities
Generous time off, including personal and volunteering
Tuition reimbursement and professional development opportunities
Hybrid Work / Remote work
Charitable contribution match programs

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