Client Service Specialist

Marsh & McLennan Companies, Inc.; Orlando (FL); Hybrid; USD 40,000 - 60,000; Full time

Benefits offered by this job

Generous time off

Tuition reimbursement

Hybrid work

Charitable contribution match

Stock purchase opportunities

Job summary

McGriff, a division of Marsh McLennan Agency, seeks a Client Service Specialist to support service and production goals by handling new/renewal business, updating client systems, and resolving client inquiries. The role involves assembling proposals, maintaining policies and audits, and assisting with claims resolution.

The ideal candidate has strong communication, organizational, and client service skills, with a high school diploma and optional insurance licenses. Hybrid work available.

Qualifications

• High school diploma or equivalent.
• Proficiency in MS Office applications.
• Demonstrated strong organizational and project skills.
• Excellent written and verbal communication.
• Responsive, urgent, and professional in all matters.
• Ability to prioritize and manage time for critical tasks.
• Ability to provide accurate information to clients.
• Accountability for quality of work.

Responsibilities

• Process new and renewal business and maintain client data.
• Answer client questions, resolve issues, and escalate as needed.
• Prepare proposals, stewardship reports, and service plans.
• Maintain daily client processing tasks such as policies and audits.
• Assist with claims resolution and carrier contacts.
• Support preparation of presentations and comparisons.

Skills

Microsoft Office Suite

Strong communication

Organizational skills

Interpersonal skills

Responsive and professional

Client service mindset

Education

High school diploma or equivalent

Insurance License (2-15)

College or advanced degree

Tools

Microsoft Office Suite

Job description

Company:

Description:

Client Service Specialist

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 Health & 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 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:

• 2-15 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 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 at McGriff, 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.

McGriff Insurance Broker | McGriff

McGriff specializes in business and personal insurance, employee benefit solutions, risk management services, specialized industry expertise and more.

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