Insurance Client Service Specialist
7 hours ago
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 providing exceptional internal and external service support to our clients.
Job Summary:The Insurance Client Service Specialist will be responsible for building and maintaining professional relationships with clients, vendors, and teammates. This role requires strong communication and interpersonal skills, as well as the ability to work in a fast-paced environment.
Key Responsibilities:- Process new and renewal business within established timelines and quality standards.
- Escalate complex issues to internal contacts as needed.
- Provide timely information to clients, including plan details, rates, contributions, and carrier contacts.
- Set up policy notebooks and assemble proposals for client and prospect meetings.
- Address and resolve client questions and issues.
- Assist in preparing new and renewal proposals, stewardship reports, service plans, and comparisons.
- Support the service and production teams in achieving overall agency revenue and retention goals.
- Maintain daily client processing functions, including endorsements, policies, audits, and pending cancellations.
- Assist with marketing efforts as needed.
- Document member and client communications in the client management services tool.
- Prepare presentations, spreadsheets, and other communications as required.
- High school diploma or equivalent required.
- Demonstrated proficiency in computer applications, including Microsoft Office Suite.
- Strong organizational and project management skills.
- Excellent communication and interpersonal skills.
- Ability to work in a fast-paced environment and prioritize tasks effectively.
- Five years of industry-specific experience.
- LOB designations.
- College or advanced degree.
McGriff Insurance Services offers a comprehensive benefits package to eligible employees, including medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401(k) plan. Teammates also receive paid time off, sick leave, and holidays.
We are an equal opportunity employer and welcome applications from diverse candidates. If you are a motivated and detail-oriented individual with a passion for delivering exceptional client service, we encourage you to apply for this exciting opportunity.
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