Client Engagement Specialist, HR Consulting

2 days ago


Schaumburg, Illinois, United States Marsh & McLennan Companies Full time
About Marsh McLennan Agency Midwest

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. Our team is consistently recognized as a top workplace, attracting and retaining our insurance talent by rewarding expertise and investing in career development. We foster a highly productive and results-driven working environment that encourages collaboration and innovation.

Job Summary

We are seeking a highly organized and detail-oriented Client Engagement Specialist, HR Consulting to join our team. This individual will be responsible for maintaining the HR Consulting team's SmartSheet leads, auditing SmartSheet, and reviewing documentation in the SmartSheet for clarity. Additionally, the Client Engagement Specialist, HR Consulting will assist the HR Consulting team with various tasks as needed related to business development.

Key Responsibilities
  • Supports the business development team on HR Consulting COE
  • Works with business development team to assign leads to the appropriate team member
  • Initiates emails to Producers and/or servicing teams to collect additional information the sales lead submitted on the SmartSheet
  • Verifies all accurate data was collected from the SmartSheet
  • Schedules discovery call invites for business development team to meet with client and/or Producer
  • Coordinates events for business development team to speak at, including regional sales meetings and conferences across the nation
  • Initiates emails to producers and/or servicing team to collect additional information regarding the sales lead submitted to the SmartSheet
  • Creates and manages yearly document with HR Consulting leadership on regional sales meetings and conferences for opportunities including submission dates, coordinating with region event planners
  • Manages time effectively to prioritize workload, and service parameters on business processes
Requirements
  • 2+ years sales support or operations experience
  • Detail-oriented with excellent organizational and time management skills
  • Good interpersonal skills and high sense of urgency
  • Intermediate data analytic skills with reporting and auditing in CRM
  • Proficiency with Microsoft Office, specifically Excel
Preferred Qualifications
  • Prior experience with SmartSheet and/or CRM
  • 1-3 years of experience in analytic reporting
Why Work with Us?

We offer a comprehensive benefits package, including medical, dental, vision, 401K benefits, and more. Our colleagues enjoy a flexible work environment, with the option to work from home or in the office. We also offer a paid day off to volunteer and company-organized volunteer events. Our company-wide mentality is that you can never appreciate your co-workers too much, and we strive to create a workplace where our colleagues feel welcomed and valued.

We are committed to creating an inclusive environment where our colleagues feel they belong. We challenge ourselves to create a workplace where diverse perspectives and opinions are sought out and valued. We ask not how a colleague fits our culture, but what they add to it.



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