Client Success Specialist – Employee Benefits (Hybrid)

Marsh; Greenville (NC); Hybrid; USD 45,000 - 65,000; Full time

Benefits offered by this job

Hybrid Work

Generous time off

Tuition reimbursement

Stock purchase opportunities

Charitable contribution match programs

Job summary

Marsh McLennan Agency is seeking a Client Service Specialist to support the McGriff Employee Benefits team. You will process new and renewal business, maintain client information, and assist with proposals, stewardship reports, and service plans to help achieve agency revenue and retention goals.

The role involves handling client questions, endorsements, policies, audits, and ID cards, with an emphasis on responsiveness and professionalism.

Qualifications

• High school diploma or equivalent required.
• Proficiency in Microsoft Office Suite.
• Strong organizational and project skills.
• Excellent communication and interpersonal abilities.
• Responsive, urgent and professional in all matters.

Responsibilities

• Process new and renewal business and maintain client data.
• Address client questions and resolve issues.
• Prepare proposals, stewardship reports, and service plans.
• Endorsements, policies, audits, pending cancellations, and ID cards processing.
• Assist in claims resolution.

Skills

Strong communication

Organizational skills

Interpersonal skills

Proficiency in Microsoft Office

Responsive and professional

Time management

Education

High school diploma or equivalent

Tools

Microsoft Office Suite

Job description

Marsh McLennan Agency is seeking a Client Service Specialist to support the McGriff Employee Benefits team. You will process new and renewal business, maintain client information, and assist with proposals, stewardship reports, and service plans to help achieve agency revenue and retention goals.

The role involves handling client questions, endorsements, policies, audits, and ID cards, with an emphasis on responsiveness and professionalism.