Client Service Specialist
Marsh McLennan
Company:
Marsh McLennan Agency Description: Job Summary Build and maintain professional rapport with clients, vendors, and teammates by providing superior internal and external service support. Provide and/or coordinate the delivery of products and services to the client, other client service team members, and Producers. Essential Duties and Responsibilities The following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. • Prioritize and process new and renewal business within timelines and quality standards, including updating and maintaining information in the client management system. • Analyze client needs through research, determining appropriate course of action, recognizing potential problems, and escalating as appropriate. • Provide clients with timely information including plan information, rates, contributions, and carrier contacts. • Set up policy notebooks for delivery to the client; assemble proposals and other presentations for client and prospect meetings. • Demonstrate positive, motivated behavior by providing support and seeking guidance through teamwork and communication. • May be asked to lead a team of client service representatives as a mentor, guide, and/or trainer based on office needs and teammate requirements. • Assist in preparation of new and renewal proposals, stewardship reports, service plans, and comparisons; demonstrate creativity in presentation style. • Support service and production teams in reaching overall agency revenue and retention goals. • Maintain daily client processing functions such as endorsements, policies, audits, pending cancellations, and ID cards. • Assist with all aspects of marketing, as needed. • Assist clients with direction or implementation of appropriate internal resources, including but not limited to McGriff Employee Benefit Solutions (MEBS). • 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 documentation, accounting discrepancy communications, and other materials 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. • Perform other duties and responsibilities as assigned by management. Qualifications Required Qualifications The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. • Assignment based primarily on 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. • Strong organizational and project management 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 provide appropriate information. • Accept accountability for the quality of work. Preferred Qualifications • 3-5 years of industry-specific experience. • LOB designations. • College degree or advanced degree. Work Environment and Physical Demands • Ability to use a computer keyboard and sit in a stationary position for extended periods, as well as use office equipment such as fax machines, copy machines, and telephones. • Work is performed in a typical interior/office work environment. • Occasional travel to client sites may be required, usually within driving distance. #MMAwest #LI-DNI #MMAEHB The applicable base salary range for this role is $41,200 to $76,800. The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives. We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs.
Marsh McLennan Agency Description: Job Summary Build and maintain professional rapport with clients, vendors, and teammates by providing superior internal and external service support. Provide and/or coordinate the delivery of products and services to the client, other client service team members, and Producers. Essential Duties and Responsibilities The following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. • Prioritize and process new and renewal business within timelines and quality standards, including updating and maintaining information in the client management system. • Analyze client needs through research, determining appropriate course of action, recognizing potential problems, and escalating as appropriate. • Provide clients with timely information including plan information, rates, contributions, and carrier contacts. • Set up policy notebooks for delivery to the client; assemble proposals and other presentations for client and prospect meetings. • Demonstrate positive, motivated behavior by providing support and seeking guidance through teamwork and communication. • May be asked to lead a team of client service representatives as a mentor, guide, and/or trainer based on office needs and teammate requirements. • Assist in preparation of new and renewal proposals, stewardship reports, service plans, and comparisons; demonstrate creativity in presentation style. • Support service and production teams in reaching overall agency revenue and retention goals. • Maintain daily client processing functions such as endorsements, policies, audits, pending cancellations, and ID cards. • Assist with all aspects of marketing, as needed. • Assist clients with direction or implementation of appropriate internal resources, including but not limited to McGriff Employee Benefit Solutions (MEBS). • 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 documentation, accounting discrepancy communications, and other materials 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. • Perform other duties and responsibilities as assigned by management. Qualifications Required Qualifications The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. • Assignment based primarily on 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. • Strong organizational and project management 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 provide appropriate information. • Accept accountability for the quality of work. Preferred Qualifications • 3-5 years of industry-specific experience. • LOB designations. • College degree or advanced degree. Work Environment and Physical Demands • Ability to use a computer keyboard and sit in a stationary position for extended periods, as well as use office equipment such as fax machines, copy machines, and telephones. • Work is performed in a typical interior/office work environment. • Occasional travel to client sites may be required, usually within driving distance. #MMAwest #LI-DNI #MMAEHB The applicable base salary range for this role is $41,200 to $76,800. The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives. We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs.
Vacancy posted more than 2 months ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Client Service Specialist. Be the first to apply!
Related searches
- hospital customer service representative Aliso Viejo, CA
- customer service representative data entry Aliso Viejo, CA
- client service specialist Aliso Viejo, CA
- customer success specialist Aliso Viejo, CA
- service agent Aliso Viejo, CA
- e-commerce customer service representative Aliso Viejo, CA
- customer advisor Aliso Viejo, CA
- employee relations assistant Aliso Viejo, CA
- customer associate Aliso Viejo, CA
- customer relations specialist Aliso Viejo, CA