Customer Service Professional
1 week ago
At Marsh McLennan Agency, we pride ourselves on our award-winning, inclusive culture that has earned us Top Workplace recognition. With over 11,000 talented professionals driving our efforts, we deliver purposeful work and meaningful impact every day.
We provide business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. Our global resources combine the personalized service model of a local consultant with the world's leading professional services firm, Marsh McLennan (NYSE: MMC).
A Day in the Life
This position will be hybrid, based in the Eastern Time Zone or Pacific Time Zone. As a Customer Service Representative on the Private Client Services Client Care Team, you'll support a large book of business for our entry-level affluent clientele. You'll work alongside experienced colleagues to gain experience and skill sets for professional growth:
- Review client exposures, risk tolerance, loss experience, and current coverages on a reactive basis and recommend appropriate products and services.
- Provide day-to-day client service by responding to client questions and issues via Zoom, phone, or team email.
- Ensure availability to answer incoming calls from clients during the designated time frame.
- Address client inquiries, concerns, and requests via phone queue coverage in a courteous and helpful manner.
- Direct calls to the appropriate department or team member for further assistance.
- Create and present renewal comparisons to existing clients upon request and conduct annual interactive reviews when a client has requested a summary of their coverage.
- Understand, introduce, and leverage the services of Private Client Services (PCS) Specialty Practices areas, as appropriate, including surplus lines placements.
- Accountable for client retention through delivery of exceptional client service.
- Responsible for expanding client programs where needed.
- Negotiate with multiple insurance carriers to provide comprehensive coverage options for clients, while conforming to all laws, regulations, and requirements governing the insurance industry.
- Ability to quote coverages for existing clients.
- Communicate client's risk solution and binding instructions to carriers.
- Implement and maintain a quality service plan ensuring the accuracy of binders, policies, and other relevant documents that are delivered to clients.
- Utilize the Agency Management System in an accurate and timely manner to enter and maintain all pertinent account information.
- Ensure that all regulatory requirements are met and comply with all internal policies and procedures.
- Escalate internal and external service concerns that clients may be experiencing to appropriate departments for action and prevention of further client impact.
We're looking for a skilled professional with a background in property & casualty insurance, personal lines insurance experience with high-net-worth clientele, and excellent communication skills. If you have a strong technical aptitude and can maintain confidentiality and professionalism, we'd love to hear from you.
The estimated salary for this role is $54,900 to $92,190, with performance-based incentives available.
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