Marsh McLennan Agency ยท 22 hours ago
Client Services Specialist - Employee Health & Benefits
Marsh McLennan Agency (MMA) is an award-winning firm that provides business insurance, employee health & benefits, retirement, and private client insurance solutions. As a Client Services Specialist, you will support the Employee Benefits team by processing new and renewal business, maintaining client information, and addressing client questions to help achieve agency revenue and retention goals.
Employee BenefitsHealth CareInsuranceRetirement
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 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 policies, audits, pending cancellations, ID cards, and assisting clients with claims resolution
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
Life and Health insurance license or ability to obtain within 90 days
Five years of industry specific experience
Employee Health & Benefits 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 Agency
Marsh McLennan is an insurance company that provides business insurance, employee benefits, and private client insurance solutions. It is a sub-organization of Marsh & McLennan.
Funding
Current Stage
Late StageRecent News
2025-12-09
2025-12-01
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