Insurance Client Service Specialist jobs in United States
cer-icon
Apply on Employer Site
company-logo

Marsh McLennan Agency · 4 hours ago

Insurance Client Service Specialist

Marsh McLennan Agency is a leading provider of business insurance and employee benefits solutions. The Client Service Specialist will support the service and production team by processing new and renewal business, maintaining client information, and addressing client inquiries to achieve revenue and retention goals.

Employee BenefitsHealth CareInsuranceRetirement
check
Growth Opportunities

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

Microsoft Office SuitePropertyCasualty licenseIndustry experienceOrganizational skillsProject management skillsResponsivenessAccountabilityCommunication skillsInterpersonal 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

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

Marsh McLennan Agency

company-logo
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 Stage

Leadership Team

leader-logo
Ben Newman
Chief Financial Officer
linkedin
leader-logo
Michael Harris
COO
linkedin
Company data provided by crunchbase