Oliver Wyman · 1 day ago
Client Care Team - Customer Service Representative
Dallas - Walnut Hill Lane
Full-time
Onsite
Entry Level
$55K/yr - $92K/yr
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Responsibilities
Reviews client exposures, risk tolerance, loss experience and current coverages on a reactive basis and recommend appropriate products and services
Provides day-to-day client service by responding to client questions and issues on Zoom, over the phone or via team email
Ensuring availability to answer incoming calls from clients during the designated time frame
Address client inquiries, concerns, and requests via phone que coverage in a courteous and helpful manner
Directing calls to the appropriate department or team member for further assistance
Creates and presents renewal comparisons to existing clients upon request and conducts annual interactive reviews when a client has requested a summary of their coverage
Understands, introduces and leverages the services of Private Client Services (PCS) Specialty Practices areas, as appropriate, including surplus lines placements
Accountable for client retention through delivery of exceptional client service
Responsible for expanding client programs where needed
Negotiates with multiple insurance carriers to provide comprehensive coverage options for clients, while conforming to all laws, regulations and requirements governing the insurance industry
Ability to quote coverages for existing clients
Communicates client’s risk solution and binding instructions to carriers
Implements and maintains a quality service plan ensuring the accuracy of binders, policies, and other relevant documents that are delivered to clients
Utilizes the Agency Management System in an accurate and timely manner to enter and maintain all pertinent account information
Ensures that all regulatory requirements are met and comply with all internal policies and procedures
Escalates internal and external service concerns that clients may be experiencing to appropriate departments for action and prevention of further client impact
Qualification
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Required
Property & Casualty (P&C) License
Previous Personal Lines Insurance experience with High Net Worth clientele
Client facing experience
Client service orientation with balance on managing expectations
Excellent verbal & written communication skills
Ability to maintain confidentiality and professionalism
Ability to adhere to policies, practices & procedures
Ability to work well in a team environment
Strong technical and computer skills (MS Office tools, etc.)
Preferred
Bachelor’s degree
Professional designations a plus, e.g. CPCU, CIC, CPRIA, etc.
Previous experience with an Agency Management System preferred
Key relationships with luxury carriers, such as AIG, Chubb, PURE
Benefits
Health and welfare benefits
Tuition assistance
401K savings
Other wellbeing programs
Employee assistance programs
Company
Oliver Wyman
Oliver Wyman is a management consulting firm that specializes in strategies, operations, risk management, and organizational transformation. It is a sub-organization of Marsh & McLennan.
Founded in 1972
5,001-10,000 employees
H1B Sponsorship
Oliver Wyman has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2023 (15)
2022 (16)
2021 (22)
2020 (33)
Funding
Current Stage
Late StageLeadership Team
Thomas Scott McDonald
President and chief executive officer
Aaron Fine
Partner, Americas Head of Capabilities
Recent News
2024-11-21
Fast Company Middle East | The future of tech, business and innovation.
2024-11-21
Company data provided by crunchbase
