Commercial Insurance Client Service Pro

NACBA; Raleigh, Northern (NC, KY); Hybrid; USD 42,000 - 64,000; 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 the service and production teams by processing new and renewal business, updating client management systems, and addressing client questions. The role emphasizes accuracy, responsiveness, and teamwork to meet revenue and retention goals.

The successful candidate will assemble proposals, prepare service plans and stewardship reports, maintain endorsements and policies, and assist with claims resolution, all

Qualifications

• High school diploma or equivalent required.
• Proficiency with Microsoft Office.
• Strong organizational and communication skills.
• Ability to handle client inquiries with professionalism.

Responsibilities

• Process new and renewal business and update client records in the CMS.
• Address and resolve client questions and issues, escalating as needed.
• Assemble proposals and presentations; assist in preparation of service plans and reports.
• Maintain daily client processing tasks such as endorsements, policies, audits, and ID cards.
• Assist clients with claims resolution and related communications.

Skills

Client service

Communication

Organization & planning

Interpersonal skills

Agility & responsiveness

Problem solving

Attention to detail

Education

High school diploma or equivalent

College degree preferred

Tools

Microsoft Office Suite

Job description

McGriff, a division of Marsh McLennan Agency, seeks a Client Service Specialist to support the service and production teams by processing new and renewal business, updating client management systems, and addressing client questions. The role emphasizes accuracy, responsiveness, and teamwork to meet revenue and retention goals.

The successful candidate will assemble proposals, prepare service plans and stewardship reports, maintain endorsements and policies, and assist with claims resolution, all