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Business Insurance Client Service Specialist

NACBA

Applicants must be within driving distance to our Dalton, GA office to be considered for this role and have the ability to commute to the office a minimum of three per week. A day in the life. Process new and renewal business within timelines and quality standards, including updating and maintaining information in the client management system. Escalate issues of increased complexity, according to department standards, 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 for client and prospect meetings. Address and resolve client questions and issues. Assist in preparation of new and renewal proposals; stewardship reports; service plans; comparisons, and demonstrates creativity in presentation style. Support service and production team in reaching overall agency revenue and retention goals. Maintain daily client processing functions such as endorsements, policies, audits, pending cancellations, ID cards. Assist with all aspects of marketing, as needed. Take report and monitor claims (if applicable). Document member and client communications in the client management services tool according to department standards. Prepare presentations, spreadsheets, direct bill, accounting discrepancies and other communications based on the needs of the internal team and clients. Assist clients with claims resolution. Participate in company sponsored seminars, training workshops and webinars to enhance industry knowledge and education. Other duties and responsibilities assigned by management. Our future colleague. Assignment based primarily upon the individual's minimal level of experience and production capacity to service a midsize book of business High school diploma or equivalent Demonstrated proficiency in computer applications such as Microsoft Office Suite Demonstrate strong organizational and project skills Strong communication and interpersonal skills (written and verbal) Act with responsiveness, urgency and professionalism in all matters Prioritize work to achieve timely completion of the most critical and sensitive activities Respond quickly to client requests and work to provide appropriate information Accept accountability for the quality of work Additional qualifications are a plus. 3-5 years of industry specific experience LOB designations College or advanced degree Valuable benefits. Generous time off, including personal and volunteering Tuition reimbursement and professional development opportunities Hybrid Work Charitable contribution match programs Stock purchase opportunities Marsh McLennan and its affiliates are EOE Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers. #J-18808-Ljbffr

Vacancy posted 4 days ago
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