Insurance Client Service Representative

3 days ago

Dayton, Ohio, United States Marsh LLC Full time
About Marsh McLennan Agency Midwest

Marsh McLennan Agency's Midwest Region is a leading provider of business insurance, employee benefits, private client insurance, and retirement services to businesses and individuals across the country. Our agency is consistently recognized as a top workplace, attracting and retaining top talent by rewarding expertise and investing in career development. Our colleagues enjoy an award-winning culture that fosters a highly productive and results-driven working environment.

Client Service Representative Role

The Client Service Representative (CSR) is a critical role that ensures the smooth operation 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.

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
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
Requirements
  • Upon hire, Producers License for Fire/Casualty or Life/Health, as appropriate for role
Preferred Qualifications
  • BS/BA in Business, Insurance or related field
  • Intermediate skill level in Microsoft Office Suite

We offer a comprehensive benefits package, including medical, dental, vision, 401K benefits, and more. Our colleagues enjoy the flexibility to work at home or in the office, a paid day off to volunteer, and company-organized volunteer events. We also offer up to $1,000 per year in matching charitable donations and up to $750 per year in wellness rewards. Our company-wide mentality is that you can never appreciate your co-workers too much.

MMA Midwest has created an award-winning culture by 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 welcomed, valued, and empowered to contribute their unique perspectives and talents.

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