Client Service Specialist

Our not-so-secret sauce.

Award-winning, inclusive, Top Workplace culture doesn’t happen overnight. It’s a result of hard work by extraordinary people. More than 11,000 of the industry’s brightest talent drive our efforts to deliver purposeful work and meaningful impact every day. Learn more about what makes us different and how you can thrive as a Client Service Specialist at McGriff, a division of Marsh McLennan Agency (MMA).

MMA provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With 200 offices across North America, we combine the personalized service model of a local consultant with the global resources of the world’s leading professional services firm, Marsh McLennan (NYSE: MMC).

A day in the life.

As our Client Service Specialist you’ll build and maintain professional rapport with clients, vendor and teammates by providing superior internal and external service support. Work as a supportive member of the sales and service teams.

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.

We’d love to meet you if your professional track record includes these skills:

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

These additional qualifications are a plus, but not required to apply:

LOB designations

College or advanced degree

We know there are excellent candidates who might not check all of these boxes. Don’t be shy. If you’re close, we’d be very interested in meeting you.

Valuable benefits.

We value and respect the impact our colleagues make every day both inside and outside our organization. We’ve built a culture that promotes colleague well-being through robust benefit programs and resources, encourages professional and personal development, and celebrates opportunities to pursue the projects and causes that give colleagues fulfilment outside of work.  

Some benefits included in this role are:

Generous time off, including personal and volunteering

Tuition reimbursement and professional development opportunities

Hybrid Work

Charitable contribution match programs

Stock purchase opportunities

To learn more about McGriff, a division of Marsh McLennan Agency, check us out online: https://www.mcgriff.com/

For more information on careers at McGriff, visit: http://marshmma.com/careers or flip through our recruiting brochure: https://bit.ly/3Qpcjmw

Follow us on social media to meet our colleagues and see what makes us tick:

https://www.linkedin.com/company/mcgriff

https://www.linkedin.com/company/marsh-mclennan-agency

https://www.instagram.com/lifeatmma/

https://www.facebook.com/LifeatMMA

https://twitter.com/marsh_mma

Who you are is who we are.

We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. We are always seeking those with ethics, talent, and ambition who are interested in joining our client-focused teams.

Marsh McLennan and its affiliates are EOE Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers.

McGriff Insurance Broker | McGriff

McGriff specializes in business and personal insurance, employee benefit solutions, risk management services, specialized industry expertise and more.

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