Marsh McLennan

Client Service Specialist

Marsh McLennan

full-time

Posted on:

Location Type: Hybrid

Location: Fort Myers • Florida • United States

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About the role

  • Support the service and production team in reaching overall agency revenue and retention goals
  • Process renewal business and maintain information in the client management system
  • Address and resolve client questions and issues, escalating complex issues
  • Provide clients with plan information, rates, contributions, and carrier contacts
  • Assemble proposals including renewal proposals and service plans
  • Maintain daily client processing functions such as endorsements, policies, audits, pending cancellations, ID cards
  • Assist clients with claims resolution

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
  • Property and Casualty insurance license (preferred)
  • Five years of industry specific experience (preferred)
  • LOB designations (preferred)
  • College or advanced degree (preferred)
Benefits
  • Generous time off, including personal and volunteering
  • Tuition reimbursement and professional development opportunities
  • Hybrid Work
  • Charitable contribution match programs
  • Stock purchase opportunities
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
client management systemMicrosoft Office Suiteclaims resolutionrenewal business processingproposal assemblypolicy maintenanceauditsendorsementspending cancellationsID cards
Soft Skills
organizational skillsproject management skillscommunication skillsinterpersonal skillsresponsivenessurgencyprofessionalismaccountabilityprioritizationtimely completion
Certifications
Property and Casualty insurance licenseLOB designations