Field Client Success Specialist

Marsh McLennan Agency; Houston (TX); On-site; USD 42,000 - 65,000; Full time

Job summary

Marsh McLennan Agency in Houston, TX is seeking a Client Service Specialist (Field) to build and maintain strong client and vendor relationships while supporting sales and service teams.

You will manage renewals, prepare proposals, and provide timely plan information, rates, and carrier contacts. Collaboration with the service and production teams helps achieve revenue and retention goals.

Qualifications

• High school diploma or equivalent
• Proficiency in Microsoft Office
• Strong organizational and project skills
• Strong communication and interpersonal skills (written and verbal)
• Respond quickly to client requests and provide information

Responsibilities

• Build and maintain professional rapport with clients, vendors and teammates
• Process new and renewal business within timelines and quality standards
• Escalate issues of increased complexity to the applicable internal contact
• Provide clients with timely information including plan information, rates, contributions, and carrier contacts
• Set up policy notebooks for delivery to client; assemble proposals and other presentations
• Address and resolve client questions and issues
• Assist in preparation of new and renewal proposals; stewardship reports; service plans; comparisons
• Support service and production team in reaching agency revenue and retention goals
• Maintain daily client processing functions such as endorsements, policies, audits, pending cancellations, ID cards
• Assist with marketing efforts
• Take report and monitor claims (if applicable)
• Document member and client communications in the client management services tool
• Prepare presentations, spreadsheets, direct bill, accounting discrepancies and other communications
• Assist clients with claims resolution
• Participate in company seminars, training workshops and webinars

Skills

Customer service

Interpersonal skills

Microsoft Office

Organizational skills

Communication

Education

High school diploma or equivalent

Tools

CRM software

Job description

Marsh McLennan Agency in Houston, TX is seeking a Client Service Specialist (Field) to build and maintain strong client and vendor relationships while supporting sales and service teams.

You will manage renewals, prepare proposals, and provide timely plan information, rates, and carrier contacts. Collaboration with the service and production teams helps achieve revenue and retention goals.