Client Service Representative

2 months ago

Schaumburg, United States Marsh & McLennan Companies Full time

Company:Marsh McLennan AgencyDescription:About Marsh McLennan Agency MidwestMarsh McLennan Agency's 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.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.EXECUTION OF CLIENT SERVICESupports 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 businessesProcesses plan changes, as needed or requested by the client, checking for consistency and documenting in the appropriate systemBuilds personalized client relationships through demonstrated understanding of the service plan and multiple channels of communication such as phone, email, and in-person meetingsLeverages insurance knowledge and communication skills to explain coverage terms, program options, and other items to clients as neededWorks with internal departments to ensure cohesiveness and timeliness of service executionManages time effectively to prioritize workload, client service requests, and service parameters on business processesDATA AND PROCESS INTEGRITYMaintains accurate and complete client data in agency management systems including policy detail, activities, and attachmentsConsistently achieves data integrity and meets activity timeliness, quality metrics, and goalsFollows processes and procedures in servicing workflow, maintaining appropriate and clear documentation of client and carrier conversations, taking appropriate action, and following up as requestedUtilizes internal resources for identified processes to ensure efficiency and consistency in executionPEER RELATIONSHIPSProvides feedback and shares information at team meetingsParticipates 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 departmentsCommunicates effectively with Account Managers and provides timely and complete information to allow them to effectively manage service executionREQUIRED:Upon hire, Producers License for Life/HealthPREFERRED:BS/BA in Business, Insurance or related fieldIntermediate skill level in Microsoft Office SuiteA 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 moreThe flexibility to work at home or an officeA paid day off to volunteer and company-organized volunteer eventsUp to $1,000 per year in matching charitable donationsUp to $750 per year in wellness rewardsA company-wide mentality that you can never appreciate your co-workers too muchWho You Are is Who We AreMMA 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.#MMAMW#MMAEHB

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