Commercial Insurance Client Services Pro (Hybrid)

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

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.