Client Service Specialist

Marsh & McLennan Companies, Inc.; Charlotte (NC); Hybrid; USD 42,000 - 54,000; Full time

Benefits offered by this job

Hybrid Work

Tuition reimbursement and professional

Stock purchase opportunities

Job summary

Marsh McLennan Agency is seeking a Client Service Specialist to join the McGriff Employee Benefits team. You will process new and renewal business, maintain client data, and address client questions to support revenue and retention goals.

The role emphasizes accurate processing, timely responses, and professional client interactions, with a hybrid work arrangement across North America and opportunities for growth within MMA.

Qualifications

• 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.
• Proficiency in Microsoft Office Suite.

Responsibilities

• Support the service and production team to reach agency revenue and retention goals.
• Process new and renewal business and maintain client information in the management system.
• Answer client questions, resolve issues, and escalate complex cases as needed.
• Assemble proposals, stewardship reports and service plans; assist in renewals and endorsements.

Skills

MS Office

Organizational skills

Communication skills

Client service mindset

Responsiveness

Time management

Accountability

Education

High school diploma or equivalent

Job description

Company:
Marsh McLennan Agency

Description:

Our not-so-secret sauce.

Award-winning, inclusive, Top Workplace culture doesn’t happen overnight. It’s a result of hard work by extraordinary people. More than 11,000 of the industry’s brightest talent drive our efforts to deliver purposeful work and meaningful impact every day. Learn more about what makes us different and how you can thrive as a Client Service Specialist at McGriff , a division of Marsh McLennan Agency (MMA).

MMA provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With 200 offices across North America, we combine the personalized service model of a local consultant with the global resources of the world’s leading professional services firm, Marsh McLennan (NYSE: MMC).

A day in the life.

As our Client Service Specialist on the McGriff Employee Benefits team, you’ll 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 including plan information, rates, contributions, and carrier contacts, assemble proposals and other presentations, assist in preparation of new and renewal proposals, stewardship reports, service plans, and comparisons, maintain daily client processing functions such as endorsements, policies, audits, pending cancellations, ID cards, and assist clients with claims resolution.

Our future colleague.

We’d love to meet you if your professional track record includes these skills:

• 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

These additional qualifications are a plus, but not required to apply:

• Life and Health insurance license


• Five years of industry specific experience


• LOB designations


• College or advanced degree

We know there are excellent candidates who might not check all of these boxes. Don’t be shy. If you’re close, we’d be very interested in meeting you.

Valuable benefits.

We value and respect the impact of our colleagues make every day both inside and outside our organization. We’ve built a culture that promotes colleague well-being through robust benefit programs and resources, encourages professional and personal development, and celebrates opportunities to pursue the projects and causes that give colleagues fulfilment outside of work.

Some benefits included in this role are:

• Generous time off, including personal and volunteering


• Tuition reimbursement and professional development opportunities


• Hybrid Work


• Charitable contribution match programs


• Stock purchase opportunities

To learn more about McGriff, a division of Marsh McLennan Agency, check us out online: https://www.mcgriff.com/

For more information on careers, visit: http://marshmma.com/careers or flip through our recruiting brochure: https://bit.ly/3Qpcjmw

Follow us on social media to meet our colleagues and see what makes us tick:

• https://www.linkedin.com/company/mcgriff


• https://www.linkedin.com/company/marsh-mclennan-agency


• https://www.instagram.com/lifeatmma/


• https://www.facebook.com/LifeatMMA


• https://twitter.com/marsh_mma

Who you are is who we are.

We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. We are always seeking those with ethics, talent, and ambition who are interested in joining our client-focused teams.

Marsh McLennan and its affiliates are EOE Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers.

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