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Insurance Service Specialist
4 weeks ago
Marsh McLennan Agency's Midwest Region is a full-service brokerage providing business insurance, employee benefits, private client insurance, and retirement services to businesses and individuals across the country. MMA Midwest is consistently recognized as a top workplace, attracting and retaining its insurance talent by rewarding expertise and investing in career development. Colleagues enjoy an award-winning culture that fosters a highly productive and results-driven working environment.
The Insurance Service Specialist is at the center of ensuring the successful delivery of exceptional service to our clients. Working with the Producer and/or Account Executive, they plan, execute, and track a customized service plan for each client. The Insurance Service Specialist builds effective, personalized working relationships with clients and prospective clients, learning their risk and insurance program needs. They engage the full service team and resources as appropriate to create measurable value and efficiencies in our clients' businesses. The Insurance Service Specialist also has an understanding of the marketplace and industry, and uses that expertise in placing coverage and negotiating terms and conditions on behalf of clients. Managing the proposal and renewal processes, the Insurance Service Specialist supports clients in reviewing coverage and program options and understanding associated details. The Insurance Service Specialist oversees the accuracy of client information in our agency management system, facilitating a collaborative service experience and empowering our client portal.
EXECUTION OF CLIENT SERVICE
- Works with Producer and/or Account Executives, service team, and other internal departments to plan, execute, and track customized service strategy for each client, designed to create measurable value and efficiencies in their businesses
- Manages creation of proposals, providing summary of programs and options, service plan, and other specific deliverables designed to support clients in making decisions about insurance programs