Commercial Insurance Client Service Specialist

Marsh; Statesville (NC); Hybrid; USD 42,000 - 62,000; Full time

Benefits offered by this job

Hybrid Work

Generous time off

Tuition reimbursement

Stock purchase programs

Charitable contribution match

Job summary

Marsh McLennan Agency is seeking a Client Service Specialist for the McGriff senior living team in a hybrid work environment. The role focuses on processing new and renewal business, maintaining client data, and addressing client questions to drive revenue and retention.

You will support proposals, stewardship reports, and service plans while maintaining daily processing tasks and assisting in claims resolution, with strong attention to accuracy and client satisfaction.

Qualifications

• Strong customer service focus and communication skills.
• Ability to manage multiple tasks and prioritize.
• Proficiency with Microsoft Office and client systems.

Responsibilities

• Process new and renewal business to help meet agency revenue goals.
• Update and maintain information in the client management system.
• Address and resolve client questions and issues; escalate complex items.
• Assemble proposals and presentations; assist in preparation of stewardship materials and reports.
• Support in claims resolution and daily processing tasks such as endorsements and audits.

Skills

Client service

Communication

Microsoft Office

Organizational skills

Interpersonal skills

Urgent responsiveness

Education

High school diploma or equivalent

Tools

Microsoft Office Suite

Job description

Company

Marsh McLennan Agency

Description

Our not-so-secret sauce.

Award-winning, inclusive, Top Workplace culture doesn't happen overnight. It's a result of hard work by extraordinary people. More than 11,000 of the industry's brightest talent drive our efforts to deliver purposeful work and meaningful impact every day. Learn more about what makes us different and how you can thrive as a Client Service Specialist at McGriff , a division of Marsh McLennan Agency (MMA).

Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With offices across North America, we combine the personalized service model of a local consultant with the global resources of the world's leading professional services firm, Marsh (NYSE: MRSH).

A day in the life

As our Client Service Specialist on the McGriff senior living team , you'll support the service and production team in reaching overall agency revenue and retention goals by p rocessing new and renewal business, updating and maintaining information in the client management system, addressing and resolving client questions and issues, escalating issues of increased complexity, providing clients with information including plan information, rates, contributions, and carrier contacts, assemble proposals and other presentations, assist in preparation of new and renewal proposals, stewardship reports, service plans, and comparisons, maintain daily client processing functions such as endorsements, policies, audits, pending cancellations, ID cards, and assist clients with claims resolution.

Our future colleague

We'd love to meet you if your professional track record includes these skills:

• 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
• Accept accountability for the quality of work

These additional qualifications are a plus, but not required to apply:

• Property and Casualty insurance license
• Five years of industry specific experience
• LOB designations
• College or advanced degree

We know there are excellent candidates who might not check all of these boxes. Don't be shy. If you're close, we'd be very interested in meeting you.

Valuable benefits

We value and respect the impact our colleagues make every day both inside and outside our organization. We've built a culture that promotes colleague well-being through robust benefit programs and resources, encourages professional and personal development, and celebrates opportunities to pursue the projects and causes that give colleagues fulfilment outside of work.

Some benefits included in this role are:

• Generous time off, including personal and volunteering
• Tuition reimbursement and professional development opportunities
• Hybrid Work
• Charitable contribution match programs
• Stock purchase opportunities

To learn more about McGriff, a division of Marsh McLennan Agency, check us out online: https://www.mcgriff.com/

For more information on careers at McGriff, visit: http://marshmma.com/careers or flip through our recruiting brochure: https://bit.ly/3Qpcjmw

Follow us on social media to meet our colleagues and see what makes us tick:

https://www.linkedin.com/company/mcgriff

https://www.linkedin.com/company/marsh-mclennan-agency

https://www.instagram.com/lifeatmma/

https://www.facebook.com/LifeatMMA

https://twitter.com/marsh_mma

Who you are is who we are

We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. We are always seeking those with ethics, talent, and ambition who are interested in joining our client-focused teams.

Marsh McLennan and its affiliates are EOE Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers.

McGriff Insurance Broker | McGriff

McGriff specializes in business and personal insurance, employee benefit solutions, risk management services, specialized industry expertise and more.