Client Service 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

Company: Marsh McLennan Agency

Description: Build and maintain professional rapport with clients, vendors, and teammates by providing superior internal and external service support. Provide and/or coordinate the delivery of products and services to the client, other client service team members, and Producers.

Essential Duties and Responsibilities

• Prioritize and process new and renewal business within timelines and quality standards, including updating and maintaining information in the client management system.
• Analyze client needs through research, determining appropriate course of action, recognizing potential problems, and escalating as appropriate.
• Provide clients with timely information including plan information, rates, contributions, and carrier contacts.
• Set up policy notebooks for delivery to the client; assemble proposals and other presentations for client and prospect meetings.
• Demonstrate positive, motivated behavior by providing support and seeking guidance through teamwork and communication.
• May be asked to lead a team of client service representatives as a mentor, guide, and/or trainer based on office needs and teammate requirements.
• Assist in preparation of new and renewal proposals, stewardship reports, service plans, and comparisons; demonstrate creativity in presentation style.
• Support service and production teams in reaching overall agency revenue and retention goals.
• Maintain daily client processing functions such as endorsements, policies, audits, pending cancellations, and ID cards.
• Assist with all aspects of marketing, as needed.
• Assist clients with direction or implementation of appropriate internal resources, including but not limited to McGriff Employee Benefit Solutions (MEBS).
• Take, report, and monitor claims (if applicable).
• Document member and client communications in the client management services tool according to department standards.
• Prepare presentations, spreadsheets, direct bill documentation, accounting discrepancy communications, and other materials based on the needs of the internal team and clients.
• Assist clients with claims resolution.
• Participate in company-sponsored seminars, training workshops, and webinars to enhance industry knowledge and education.
• Perform other duties and responsibilities as assigned by management.

Qualifications

Required Qualifications

The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Assignment based primarily on 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.
• Strong organizational and project management 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 provide appropriate information.
• Accept accountability for the quality of work.

Preferred Qualifications

• 3-5 years of industry-specific experience.
• LOB designations.
• College degree or advanced degree.

Work Environment and Physical Demands

• Ability to use a computer keyboard and sit in a stationary position for extended periods, as well as use office equipment such as fax machines, copy machines, and telephones.
• Work is performed in a typical interior/office work environment.
• Occasional travel to client sites may be required, usually within driving distance.

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The applicable base salary range for this role is $41,200 to $76,800.
The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.
We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs.