Client Service Representative

1 week ago

Schaumburg, Illinois, United States Marsh McLennan Agency, LLC Full time

Overview:

The Client Service Representative (CSR) is the oil that makes our exceptional client service machine run smoothly. They perform transactions and tasks essential to managing efficient insurance, benefit, and/or risk management programs. The CSR executes policy and plan changes, provides evidence of insurance, and helps create proposals that exhibit complex programs in more easily understood and comparative formats for our clients. They assist in keeping our client information up to date in our agency management system, facilitating a collaborative service experience and empowering our client portal. The CSR works closely with the full account servicing team to answer questions, access and deploy resources, place coverage, and negotiate terms and conditions on behalf of clients.

Responsibilities:

EXECUTION OF CLIENT SERVICE

  • Supports Account Managers, Producers, Account Executives, and other internal department members to flawlessly execute MMA Midwest's service strategy for each client, designed to create measurable value and efficiencies in their businesses
  • Processes plan changes, as needed or requested by the client, checking for consistency and documenting in the appropriate system
  • Builds personalized client relationships through demonstrated understanding of the service plan and multiple channels of communication such as phone, email, and in-person meetings
  • Leverages insurance knowledge and communication skills to explain coverage terms, program options, and other items to clients as needed
  • Works with internal departments to ensure cohesiveness and timeliness of service execution
  • Manages time effectively to prioritize workload, client service requests, and service parameters on business processes

DATA AND PROCESS INTEGRITY

  • Maintains accurate and complete client data in agency management systems including policy detail, activities, and attachments
  • Consistently achieves data integrity and meets activity timeliness, quality metrics, and goals
  • Follows processes and procedures in servicing workflow, maintaining appropriate and clear documentation of client and carrier conversations, taking appropriate action, and following up as requested
  • Utilizes internal resources for identified processes to ensure efficiency and consistency in execution

PEER RELATIONSHIPS

  • Provides feedback and shares information at team meetings
  • Participates in ongoing scheduled meetings with service team to discuss accounts, renewals, service needs, service platform, etc.
  • Develops successful and effective working relationships with Producers, Account Executives, Account Managers, service team members, managers, carriers, and members of other departments
  • Communicates effectively with Account Managers and provides timely and complete information to allow them to effectively manage service execution
Qualifications:

REQUIRED:

  • Upon hire, Producers License for Fire/Casualty or Life/Health, as appropriate for role

PREFERRED:

  • BS/BA in Business, Insurance or related field
  • Intermediate skill level in Microsoft Office Suite

About Marsh McLennan Agency Midwest
Marsh McLennan Agencys Midwest Region is a full-service brokerage providing business insurance, employee benefits, private client insurance, and retirement services to businesses and individuals across the country. MMA Midwest is consistently recognized as a top workplace, attracting and retaining its insurance talent by rewarding expertise and investing in career development. Colleagues enjoy an award-winning culture that fosters a highly productive and results-driven working environment.

A Great Place to Work. A Great Place to Perk.

Recognized for workplace culture by the likes of Fortune Magazine, The Chicago Tribune and more, our colleagues enjoy an environment that fosters creativity as well as individual and organizational growth. A small sampling of the benefits our colleagues enjoy include:

  • Medical, dental, vision, 401K benefits and more
  • The flexibility to work at home or an office
  • A paid day off to volunteer and company-organized volunteer events
  • Up to $1,000 per year in matching charitable donations
  • Up to $750 per year in wellness rewards
  • A company-wide mentality that you can never appreciate your co-workers too much

Who You Are is Who We Are

MMA Midwest has created an award-winning culture largely due to meeting our colleagues where they are, celebrating their differences and building an inclusive environment. We challenge ourselves to create a workplace where our colleagues feel not only welcomed, but feel they belong; where we not only embrace diverse perspectives and opinions but seek them out; and where we ask not how a colleague fits our culture, but what they add to it.

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