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Insurance Service Representative
2 months ago
As a Client Service Representative at Marsh McLennan Agency Midwest, you will play a vital role in delivering exceptional client service and support to our clients. This position requires a strong understanding of insurance products and services, as well as excellent communication and interpersonal skills.
Key Responsibilities- Client Service Execution: Support Account Managers, Producers, and other internal departments to execute our service strategy for each client, designed to create measurable value and efficiencies in their businesses.
- Plan Changes: Process plan changes, as needed or requested by the client, checking for consistency and documenting in the appropriate system.
- Client Relationships: Build personalized client relationships through demonstrated understanding of the service plan and multiple channels of communication.
- Insurance Knowledge: Leverage insurance knowledge and communication skills to explain coverage terms, program options, and other items to clients as needed.
- Team Collaboration: Work with internal departments to ensure cohesiveness and timeliness of service execution.
- Data Integrity: Maintain accurate and complete client data in agency management systems, including policy detail, activities, and attachments.
- Process Integrity: Follow processes and procedures in servicing workflow, maintaining appropriate and clear documentation of client and carrier conversations, taking appropriate action, and following up as requested.
- Producers License: Upon hire, a Producers License for Fire/Casualty or Life/Health, as appropriate for the role.
- Education: A Bachelor's degree in Business, Insurance, or a related field is preferred.
- Skills: Intermediate skill level in Microsoft Office Suite.
Marsh McLennan Agency Midwest is a full-service brokerage providing business insurance, employee benefits, private client insurance, and retirement services to businesses and individuals across the country. We are consistently recognized as a top workplace, attracting and retaining our insurance talent by rewarding expertise and investing in career development.
