Insurance Client Service Specialist

McGriff; Birmingham (AL); Hybrid; USD 45,000 - 60,000; Full time

Benefits offered by this job

Stock purchase opportunities

Generous time off, including personal and volunteering

Tuition reimbursement

Hybrid Work / Remote work

Charitable contribution match programs

Job summary

McGriff, a division of Marsh McLennan Agency, is seeking a Client Service Specialist in Birmingham, Alabama. You will support the Commercial Lines team by processing new and renewal business while addressing client issues and maintaining client information. Candidates should possess strong communication skills and proficiency in Microsoft Office.

Benefits include generous time off, tuition reimbursement, and stock purchase opportunities, along with a flexible hybrid work environment.

Qualifications

• Minimum level of experience to service a midsize book of business.
• Strong communication and interpersonal skills (written and verbal).
• Accountability for the quality of work.

Responsibilities

• Process new and renewal business.
• Update and maintain client information in the client management system.
• Address and resolve client questions and issues.
• Assemble proposals and other presentations.

Skills

Communication skills

Organizational skills

Project management skills

Computer proficiency (Microsoft Office)

Education

High school diploma or equivalent

Insurance license (preferred)

College or advanced degree (preferred)

Job description

About the Company

Award-winning, inclusive, Top Workplace culture doesn’t happen overnight. It’s a result of hard work by extraordinary people. We work to deliver purposeful work and meaningful impact every day. Join us as a Client Service Specialist at McGriff, a division of Marsh McLennan Agency (MMA).

Role Overview

As a Client Service Specialist on the Commercial Lines team, you will support the service and production team in reaching overall agency revenue and retention goals by processing new and renewal business, updating and maintaining client information in the client management system, addressing and resolving client questions and issues, escalating complex issues, providing clients with information and assembling proposals and other presentations, assisting in preparation of new and renewal proposals, stewardship reports, service plans, and comparisons, and maintaining daily client processing functions such as endorsements, policies, audits, pending cancellations, and ID cards.

Responsibilities

• Process new and renewal business
• Update and maintain client information in the client management system
• Address and resolve client questions and issues
• Escalate complex issues
• Provide clients with information, including plan details, rates, and contributions
• 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, and ID cards

Qualifications

• Minimum level of experience and production capacity to service a midsize book of business
• High school diploma or equivalent
• Proficiency in computer applications such as Microsoft Office Suite
• Strong organizational and project skills
• Strong communication and interpersonal skills (written and verbal)
• Responsiveness, urgency, and professionalism in all matters
• Prioritize work to meet timely completion of critical and sensitive activities
• Quick response to client requests and ability to provide appropriate information
• Accountability for the quality of work
• Insurance license (preferred)
• Five years of industry specific experience (preferred)
• LOB designations (preferred)
• College or advanced degree (preferred)

Benefits

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

Company Values

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.

EEO Statement

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

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