Insurance Client Success Specialist (Hybrid/Remote)

Marsh Agency; Birmingham (AL); Hybrid; USD 42,000 - 56,000; Full time

Benefits offered by this job

Hybrid Work / Remote work

Tuition reimbursement and professional

Generous time off, including personal/

Stock purchase opportunities

Charitable contribution match programs

Job summary

McGriff is seeking a Client Service Specialist to join the team on the McGriff side of Marsh McLennan Agency. You will support the service and production teams, process new and renewal business, and maintain client data in the management system to help achieve revenue and retention goals.

The role emphasizes responsiveness, strong communication, and professional handling of client inquiries, with daily processing of endorsements, policies, audits, and ID cards.

Qualifications

• High school diploma or equivalent required.
• Proficiency in Microsoft Office Suite.
• Strong organizational and project management skills.
• Excellent written and verbal communication and interpersonal skills.
• Responsive, urgent, and professional in all matters.
• Ability to prioritize and meet deadlines.
• Promptly respond to client requests and provide information.
• Accountability for the quality of work.

Responsibilities

• Process new and renewal business to support agency revenue and retention goals.
• Update and maintain information in the client management system.
• Address and resolve client questions and issues; escalate complex cases.
• Assemble proposals and other presentations; prepare renewal proposals.
• Maintain daily client processing functions such as endorsements, policies, audits, pending cancellations, and ID cards.

Job description

McGriff is seeking a Client Service Specialist to join the team on the McGriff side of Marsh McLennan Agency. You will support the service and production teams, process new and renewal business, and maintain client data in the management system to help achieve revenue and retention goals.

The role emphasizes responsiveness, strong communication, and professional handling of client inquiries, with daily processing of endorsements, policies, audits, and ID cards.