Remote Insurance Client Service Specialist

Marsh McLennan Agency; Lake Oswego (OR); On-site; USD 36,000 - 66,000; Full time

Benefits offered by this job

Generous time off

Tuition reimbursement

Remote Work

Charitable contribution match

Stock purchase opportunities

Job summary

Marsh McLennan Agency is seeking a Client Service Specialist on the Transportation team to deliver exceptional client service. You will update client records, issue certificates of insurance and auto ID cards, and handle invoicing while performing policy reviews and endorsements as needed.

The role requires adaptability, strong communication, and solid organization skills, with a commitment to timely, accurate service for clients and colleagues alike.

Qualifications

• Adaptable, flexible and eager to learn.
• Curious and motivated by solving problems.
• Proficient with Microsoft Office Suite and quick to learn additional applications.
• Strong organizational and project management skills.
• Excellent written and verbal communication and interpersonal abilities.
• Act with urgency, responsiveness, and professionalism.
• Prioritize work to meet deadlines and handle sensitive tasks.
• Respond quickly to client requests and provide accurate information.
• Take accountability for the quality of work.

Responsibilities

• Update and maintain client information in the client management system.
• Issue certificates of insurance and auto ID cards.
• Prepare and send invoices to clients.
• Conduct policy reviews and process endorsements as needed.
• Support other client service tasks as they arise.

Skills

Adaptable

Curious

Microsoft Office

Organizational skills

Communication

Accountability

Task prioritization

Customer service

Education

High school diploma or equivalent

Tools

Microsoft Office Suite

Job description

Marsh McLennan Agency is seeking a Client Service Specialist on the Transportation team to deliver exceptional client service. You will update client records, issue certificates of insurance and auto ID cards, and handle invoicing while performing policy reviews and endorsements as needed.

The role requires adaptability, strong communication, and solid organization skills, with a commitment to timely, accurate service for clients and colleagues alike.