McGriff ยท 5 days ago
Insurance Client Service Specialist
Lake Oswego, OR
Full-time
Hybrid
Entry Level
1+ years expMcGriff is a division of Marsh McLennan Agency that specializes in business insurance and employee health & benefits. As a Client Service Specialist, you will support the service and production team in achieving agency revenue and retention goals by processing new and renewal business, maintaining client information, and addressing client inquiries.
Commercial InsuranceConsultingEmployee BenefitsFinancial ServicesInsurance
Responsibilities
Support the service and production team in reaching overall agency revenue and retention goals by 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
Assemble proposals and other presentations
Assist in preparation of new and renewal proposals and comparisons
Maintain daily client processing functions such as endorsements, policies, audits, pending cancellations, and ID cards
Qualification
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
Property and Casualty insurance license
One - Two years of industry specific experience
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
McGriff is an insurance brokerage company that provides consultative risk management and insurance solutions for businesses.
1001-5000 employees
Funding
Current Stage
Late StageTotal Funding
unknown2024-09-30Acquired
Leadership Team
Renee Keen
Chief Executive Officer
Peter Siegel
COO, Executive Vice President
Recent News
2025-09-17
Company data provided by crunchbase