Client Service Specialist (Field)

Marsh Agency; Houston (TX); On-site; USD 42,000 - 65,000; Full time

Job summary

Marsh McLennan Agency in Houston, TX is seeking a Client Service Specialist (Field) to build and maintain strong client and vendor relationships while supporting sales and service teams.

You will manage renewals, prepare proposals, and provide timely plan information, rates, and carrier contacts. Collaboration with the service and production teams helps achieve revenue and retention goals.

Qualifications

• High school diploma or equivalent
• Proficiency in Microsoft Office
• Strong organizational and project skills
• Strong communication and interpersonal skills (written and verbal)
• Respond quickly to client requests and provide information

Responsibilities

• Build and maintain professional rapport with clients, vendors and teammates
• Process new and renewal business within timelines and quality standards
• Escalate issues of increased complexity to the applicable internal contact
• Provide clients with timely information including plan information, rates, contributions, and carrier contacts
• Set up policy notebooks for delivery to client; assemble proposals and other presentations
• Address and resolve client questions and issues
• Assist in preparation of new and renewal proposals; stewardship reports; service plans; comparisons
• Support service and production team in reaching agency revenue and retention goals
• Maintain daily client processing functions such as endorsements, policies, audits, pending cancellations, ID cards
• Assist with marketing efforts
• Take report and monitor claims (if applicable)
• Document member and client communications in the client management services tool
• Prepare presentations, spreadsheets, direct bill, accounting discrepancies and other communications
• Assist clients with claims resolution
• Participate in company seminars, training workshops and webinars

Skills

Customer service

Interpersonal skills

Microsoft Office

Organizational skills

Communication

Education

High school diploma or equivalent

Tools

CRM software

Job description

Job Title: Client Service Specialist (Field)
Reports to: Client Service Manager

Job Summary

Build and maintain professional rapport with clients, vendor and teammates by providing superior internal and external service support. Work as a supportive member of the sales and service teams.

Essential Duties And Responsibilities

• Process new and renewal business within timelines and quality standards, including updating and maintaining information in the client management system.
• Escalate issues of increased complexity, according to department standards, to the applicable internal contact.
• Provide clients with timely information including plan information, rates, contributions, and carrier contacts.
• Set up policy notebooks for delivery to client; assemble proposals and other presentations for client and prospect meetings.
• Address and resolve client questions and issues.
• Assist in preparation of new and renewal proposals; stewardship reports; service plans; comparisons, and demonstrates creativity in presentation style.
• Support service and production team in reaching overall agency revenue and retention goals.
• Maintain daily client processing functions such as endorsements, policies, audits, pending cancellations, ID cards.
• Assist with all aspects of marketing, as needed.
• 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, accounting discrepancies and other communications 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.
• Other duties and responsibilities assigned by management.

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
• 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

We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. Marsh & McLennan Agency offers competitive salaries and comprehensive benefits and programs including: health and welfare, tuition assistance, 401K, employee assistance program, career mobility, employee network groups, volunteer opportunities, and other programs. For more information about our company, please visit us at: http://marshmma.com/careers .