Client Service Specialist (Field)

Socket.dev; Houston (TX); On-site; USD 42,000 - 66,000; Full time

Job summary

Marsh McLennan Agency seeks a Client Service Specialist (Field) to build and maintain professional rapport with clients, vendors and teammates, providing superior service support. You will work as a supportive member of the sales and service teams.

The role emphasizes processing new and renewal business, timely information delivery, and collaboration to achieve agency revenue and retention goals. Training and seminars help grow industry knowledge.

Qualifications

• Experience providing high-quality client service and support.
• Proficient in Microsoft Office Suite.
• Strong organizational and project management abilities.
• Excellent written and verbal communication skills.

Responsibilities

• Process new and renewal business within timelines and quality standards, updating client management system.
• Escalate complex issues to the appropriate internal contact.
• Provide clients with timely plan information, rates, contributions, and carrier contacts.
• Prepare presentations, spreadsheets, and proposals for client meetings.
• Address and resolve client questions and issues.
• Support service and production teams to achieve agency revenue and retention goals.
• Maintain daily client processing functions such as endorsements, policies, audits, pending cancellations, ID cards.
• Assist with marketing activities as needed.
• Document communications in the client management system.
• Assist clients with claims resolution.
• Participate in seminars and training to enhance knowledge.

Skills

Communication skills

Interpersonal skills

Organizational skills

Project management

Responsiveness

Education

High School Diploma or equivalent

Tools

Microsoft Office Suite

Job description

Company:

Marsh McLennan Agency

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

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.

• 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

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 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.