Client Service Specialist (Field)

ООО «ХАГЕМАЕР ГРУПП»; Houston (TX); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

Health and welfare

Tuition assistance

401K

Employee assistance program

Career mobility

Employee network groups

Volunteer opportunities

Other programs

Job summary

Marsh & McLennan Agency in Houston is seeking a Client Service Specialist (Field) to build and maintain professional rapport with clients, vendors, and teammates by delivering superior service support. You will work as a supportive member of the sales and service teams.

The role involves processing new and renewal business, providing timely plan information, assembling proposals, handling client questions, and supporting marketing efforts to help achieve revenue and retention goals.

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
• 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 provide appropriate information
• Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.
• We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients.

Responsibilities

• Process new and renewal business within timelines and quality standards in the client management system.
• Escalate issues of increased complexity to the applicable internal contact.
• Provide clients with timely information including plan details, rates, contributions, and carrier contacts.
• Set up policy notebooks for delivery to client; assemble proposals and presentations for meetings.
• Address and resolve client questions and issues.
• Assist in the preparation of proposals, stewardship reports, service plans, and comparisons.
• Support service and production teams in achieving 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 system.
• Prepare presentations, spreadsheets, direct bill, accounting discrepancies and other communications.
• Assist clients with claims resolution.
• Participate in company-sponsored seminars, training workshops and webinars to enhance industry knowledge.
• Other duties assigned by management.

Skills

Customer service

Communication

Interpersonal skills

Organizational skills

Urgency and professionalism

Attention to detail

Client relationship management

Problem solving

Education

High school diploma or equivalent

Tools

Microsoft Office Suite

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

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

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.

Benefits & Programs

• health and welfare


• tuition assistance


• 401K


• employee assistance program


• career mobility


• employee network groups


• volunteer opportunities


• other programs

For more information about our company, please visit us at: http://marshmma.com/careers.