Client Service & Solutions Specialist

Marsh; Aliso Viejo (CA); On-site; USD 41,000 - 77,000; Full time

Benefits offered by this job

Health benefits

Tuition assistance

401(k)/retirement plans

Employee assistance programs

Job summary

Marsh McLennan Agency in California seeks a detail-oriented Client Service Associate to build professional rapport with clients, vendors, and teammates while delivering superior service and coordinating product delivery.

You will prioritize and process new and renewal business, prepare proposals, and support revenue and retention goals. Strong organizational, communication, and teamwork skills are essential for success in this role.

Qualifications

• High school diploma or equivalent.
• Proficiency in Microsoft Office.
• Strong organizational and project management skills.
• Strong communication and interpersonal skills.
• Responsive, urgent, and professional in all matters.
• Ability to prioritize and meet deadlines.
• Accountability for quality of work.

Responsibilities

• Prioritize and process new and renewal business within timelines.
• Analyze client needs and escalate issues as appropriate.
• Provide clients with plan information, rates, and carrier contacts.
• Prepare proposals, stewardship reports, and presentations.
• Support service and production teams to meet revenue and retention goals.
• Document communications in the client management system.

Skills

Organizational skills

Communication skills

Responsiveness

Time management

Accountability

Education

High school diploma or equivalent

College degree or advanced degree

Tools

Microsoft Office Suite

Job description

Marsh McLennan Agency in California seeks a detail-oriented Client Service Associate to build professional rapport with clients, vendors, and teammates while delivering superior service and coordinating product delivery.

You will prioritize and process new and renewal business, prepare proposals, and support revenue and retention goals. Strong organizational, communication, and teamwork skills are essential for success in this role.