Insurance Client Service Representative
3 days ago
Marsh 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.
Client Service Representative RoleThe Client Service Representative (CSR) is the backbone of our exceptional client service machine. 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.
Key Responsibilities- 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
- Upon hire, Producers License for Life/Health
- BS/BA in Business, Insurance or related field
- Intermediate skill level in Microsoft Office Suite
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Insurance Client Service Representative
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