Insurance Client Services Specialist

Marsh McLennan Agency; Yakima (WA); On-site; USD 41,000 - 77,000; Full time

Benefits offered by this job

Paid parental leave

Medical leave

401K plan

Wellbeing programs

Job summary

Marsh McLennan Agency in Yakima, WA is seeking a passionate customer service professional to develop and deliver outstanding insurance and risk management client service. You’ll work with our Business Insurance Client Management team to handle requests, issue certificates, and keep records up to date, while growing your skills in a supportive environment.

You’ll be part of a collaborative, client-focused team that values initiative, attention to detail, and integrity.

Qualifications

• Exceptional customer service and support mindset.
• Strong interpersonal skills and empathy.
• Detail-oriented with ability to manage multiple tasks.
• Adaptable to a changing insurance landscape.

Responsibilities

• Work with our Business Insurance Client Management team and carriers to handle incoming service requests. You are proactive and effective at corresponding with all parties.
• Manage and issue certificates of insurance: including the issuance of certificates for the Business Insurance book of business you are assigned.
• Account collaboration: including negotiating with insurance carriers, preparing presentation and proposal materials, and ordering insurance policies from carriers.
• Update customer information: keep accurate, up-to-date records on customers in our agency management system.
• Verify that certificate coverages match the coverages in the policies, and ensure certificates comply with state law.
• Customer service: ensure that you and your designated sales and service team provide effective and efficient customer service.
• Plus (the fine print): you’ll follow organization policies and procedures, sales and service standards and established workflows. You’ll ensure quality control through proper file documentation and maintenance. You’ll maintain confidentiality and be an all-around awesome member of our team.

Job description

Marsh McLennan Agency in Yakima, WA is seeking a passionate customer service professional to develop and deliver outstanding insurance and risk management client service. You’ll work with our Business Insurance Client Management team to handle requests, issue certificates, and keep records up to date, while growing your skills in a supportive environment.

You’ll be part of a collaborative, client-focused team that values initiative, attention to detail, and integrity.