Client Service Specialist

ООО «ХАГЕМАЕР ГРУПП»; Aliso Viejo (CA); On-site; USD 41,000 - 77,000; Full time

Job summary

ООО «ХАГЕМАЕР ГРУПП» is seeking a client service professional to build strong relationships with clients, vendors, and teammates while coordinating product and service delivery. You will support the client management process, prepare proposals, and assist with marketing initiatives.

The role emphasizes communication, teamwork, and the ability to handle multiple tasks in a fast-paced office environment, with occasional travel to client sites and opportunities for mentoring responsibilities.

Qualifications

• High school diploma or equivalent.
• Proficient in computer applications such as MS Office.
• 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 activities.
• Respond quickly to client requests and provide appropriate information.

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.

Skills

Communication

Organizational skills

Project management

MS Office

Customer service

Prioritization

Discipline

Education

High school diploma or equivalent

Tools

Client management system

Job description

Job Summary

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

The following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.

• 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.

QualificationsRequired

QualificationsThe 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 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.

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.

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