Full-Time

Client Service Specialist

Confirmed live in the last 24 hours

Marsh & McLennan

Marsh & McLennan

No salary listed

Entry, Junior

Company Does Not Provide H1B Sponsorship

Houston, TX, USA + 2 more

More locations: San Antonio, TX, USA | Addison, TX, USA

Hybrid

Hybrid work model; specific in-office days not mentioned.

Category
Customer Success
Sales & Account Management
Requirements
  • 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
Responsibilities
  • Support the service and production team in reaching overall agency revenue and retention goals
  • Process new and renewal business
  • Update and maintain information in the client management system
  • Address and resolve client questions and issues
  • Escalate issues of increased complexity
  • Provide clients with information including plan information, rates, contributions, and carrier contacts
  • Assemble proposals and other presentations
  • Assist in preparation of new and renewal proposals, stewardship reports, service plans, and comparisons
  • Maintain daily client processing functions such as endorsements, policies, audits, pending cancellations, ID cards
  • Assist clients with claims resolution
Desired Qualifications
  • Property and Casualty insurance license
  • Five years of industry specific experience
  • LOB designations
  • College or advanced degree

Company Size

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Company Stage

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Total Funding

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Headquarters

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Founded

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