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Experienced Client Services Specialist

2 months ago

Loveland, Colorado, United States Marsh McLennan Companies Full time

Job Overview:

About Marsh McLennan Agency Midwest

Marsh McLennan Agency's Midwest Region delivers a wide array of business insurance solutions, employee benefits, personal client insurance, and retirement planning services across the nation. The Senior Client Service Representative is instrumental in overseeing effective insurance, benefits, and risk management initiatives. Key duties encompass implementing policy and plan modifications, supplying proof of insurance, and crafting clear and concise proposals. This role involves close collaboration with the account servicing team to address inquiries, access resources, and negotiate terms on behalf of clients.

Key Responsibilities:

  • Assist internal team members in executing service strategies tailored for clients
  • Establish personalized connections with clients through various communication methods
  • Maintain data accuracy and process adherence by following established workflows and utilizing internal tools
  • Oversee marketing renewals for assigned accounts
  • Exhibit proficiency in independently resolving complex challenges
  • Engage with team members and participate in meetings to discuss service requirements and account details

Qualifications:

  • Producers License for Fire/Casualty or Life/Health required upon hiring

Preferred Qualifications:

  • Bachelor's degree in Business, Insurance, or a related discipline
  • Intermediate proficiency in Microsoft Office Suite

Employee Benefits:

  • Comprehensive medical, dental, and vision coverage, along with K benefits and more
  • Flexible work arrangements
  • Paid volunteer day and company-sponsored events
  • Matching charitable contributions and wellness incentives
  • A culture of appreciation throughout the company

Company Culture:

Marsh McLennan Agency Midwest promotes creativity, growth, and inclusivity within the workplace. Valuing diversity and actively seeking various perspectives are fundamental principles. The organization aims to cultivate a welcoming atmosphere where every employee feels a sense of belonging and can contribute positively to the company culture.