Insurance Client Service Representative

3 weeks ago


Glen Allen, Virginia, United States McGriff Insurance Services Full time

Job Summary:

We are seeking a highly skilled Insurance Client Service Specialist to join our team at McGriff Insurance Services. As a key member of our sales and service teams, you will be responsible for building and maintaining professional relationships with clients, vendors, and teammates by providing exceptional internal and external service support.

Key Responsibilities:

  • Process new and renewal business within established timelines and quality standards, including updating and maintaining information in our client management system.
  • Escalate complex issues to the applicable internal contact, ensuring timely resolution and maintaining high levels of client satisfaction.
  • Provide clients with timely information, including plan details, rates, contributions, and carrier contacts, to ensure seamless service delivery.
  • Set up policy notebooks for client delivery, assemble proposals and presentations for client and prospect meetings, and address client questions and issues in a professional and courteous manner.
  • Assist in preparing new and renewal proposals, stewardship reports, service plans, comparisons, and presentations, demonstrating creativity and attention to detail.
  • Support the service and production teams in achieving overall agency revenue and retention goals, maintaining a strong focus on client satisfaction and loyalty.
  • Maintain daily client processing functions, including endorsements, policies, audits, pending cancellations, and ID cards, ensuring accuracy and efficiency.
  • Assist with marketing efforts, as needed, to promote our services and products to clients and prospects.
  • Take reports and monitor claims, ensuring timely resolution and maintaining high levels of client satisfaction.
  • Document member and client communications in our client management services tool, adhering to department standards and best practices.
  • Prepare presentations, spreadsheets, direct bill, accounting discrepancies, and other communications based on the needs of the internal team and clients.
  • Assist clients with claims resolution, providing exceptional service and support throughout the process.
  • Participate in company-sponsored seminars, training workshops, and webinars to enhance industry knowledge and education, staying up-to-date on the latest trends and best practices.

Qualifications:

We are seeking a highly motivated and organized individual with a strong background in insurance client service. The ideal candidate will possess:

  • A high school diploma or equivalent
  • Demonstrated proficiency in computer applications, including Microsoft Office Suite
  • Strong organizational and project management skills, with the ability to prioritize tasks and meet deadlines
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with clients, vendors, and teammates
  • A strong work ethic, with a focus on delivering exceptional service and support to clients

Preferred Qualifications:

We also welcome candidates with:

  • Five years of industry-specific experience
  • LOB designations
  • College or advanced degree

About McGriff Insurance Services:

McGriff Insurance Services is a leading provider of insurance and risk management solutions, dedicated to delivering exceptional service and support to our clients. We offer a comprehensive benefits package, including medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401(k) plan. Our team is committed to fostering a diverse and inclusive work environment, where everyone feels valued and supported.



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