Commercial Insurance Client Service Pro

NACBA

Raleigh, Northern (NC, KY)

Hybrid

USD 42,000 - 64,000

Full time

7 days ago
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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

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