Client Relations Specialist

2 months ago

Schaumburg, Illinois, United States Marsh & McLennan Companies Full time

Company:
Marsh & McLennan Companies

Position Overview:
At Marsh & McLennan Companies, we pride ourselves on delivering exceptional brokerage services that encompass business insurance, employee benefits, private client insurance, and retirement planning across the nation. Our Midwest Region is recognized for its commitment to fostering a supportive and dynamic workplace, attracting skilled insurance professionals through ongoing development and recognition of expertise.

The Client Service Representative (CSR) is integral to our client service operations, ensuring seamless execution of essential transactions and tasks critical to the management of insurance, benefits, and risk management programs.

The CSR is responsible for implementing policy and plan modifications, providing evidence of insurance, and assisting in the creation of clear, comprehensive proposals that effectively communicate complex programs to our clients.

Maintaining accurate client information in our agency management system is a key responsibility, promoting a collaborative service experience and enhancing our client portal.

The CSR works closely with the entire account servicing team to address client inquiries, access necessary resources, secure coverage, and negotiate terms and conditions on behalf of clients.

CLIENT SERVICE EXECUTION
  • Assists Account Managers, Producers, Account Executives, and internal team members in implementing the service strategy tailored for each client, aimed at delivering measurable value and operational efficiencies.
  • Processes modifications to plans as requested by clients, ensuring consistency and proper documentation in the relevant systems.
  • Develops personalized client relationships through a thorough understanding of the service plan and effective communication via phone, email, and in-person meetings.
  • Leverages insurance knowledge and communication skills to clarify coverage terms, program options, and other pertinent details to clients as needed.
  • Collaborates with internal departments to ensure timely and coherent service delivery.
  • Manages time effectively to prioritize workload, client service requests, and service parameters within business processes.
DATA AND PROCESS INTEGRITY
  • Maintains accurate and complete client data in agency management systems, including policy details, activities, and documentation.
  • Ensures data integrity, meeting activity timeliness, quality metrics, and objectives.
  • Follows established procedures in servicing workflows, maintaining clear documentation of client and carrier interactions, taking necessary actions, and ensuring follow-up as required.
  • Utilizes internal resources for identified processes to guarantee efficient and consistent execution.
COLLABORATIVE RELATIONSHIPS
  • Provides feedback and shares information during team meetings.
  • Participates in scheduled meetings with the service team to discuss accounts, renewals, service requirements, and service platforms.
  • Fosters successful working relationships with Producers, Account Executives, Account Managers, service team members, supervisors, carriers, and other departmental staff.
  • Communicates effectively with Account Managers, providing timely and comprehensive information to facilitate effective service management.
REQUIREMENTS:
  • Producers License for Life/Health upon hiring.
PREFERRED QUALIFICATIONS:
  • Bachelor’s degree in Business, Insurance, or a related field.
  • Intermediate proficiency in Microsoft Office Suite.
A Distinguished Workplace. An Enriching Experience.

Recognized for its outstanding workplace culture by various publications, our team members thrive in an environment that encourages innovation and both personal and organizational growth.

Our colleagues enjoy a range of benefits, including:

  • Comprehensive medical, dental, vision, and 401K benefits.
  • Flexibility to work remotely or in the office.
  • A paid volunteering day and organized volunteer activities.
  • Matching charitable donations of up to $1,000 annually.
  • Wellness rewards of up to $750 per year.
  • A company-wide culture that values appreciation for colleagues.
Who You Are Reflects Who We Are

Marsh & McLennan Companies has cultivated an award-winning culture by embracing diversity, celebrating individual differences, and fostering an inclusive environment.

We are dedicated to creating a workplace where all team members feel not just welcomed but truly belong; where diverse perspectives and opinions are actively sought; and where we focus on the contributions of each team member to our culture.

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