Client Onboarding Specialist

2 months ago

San Francisco, United States US001 Marsh USA LLC Full time

Description:

We are seeking a highly motivated and detail-oriented individual to join our team at Marsh as a Client Onboarding Operations Specialist .

What can you expect?

In this role, you will be responsible for ensuring a seamless and efficient onboarding process for our clients. Your attention to detail and strong operational background will be key in delivering exceptional client service.

What is in it for you?

A company with a strong brand and strong results to match

Culture of internal mobility, collaboration and valued partnership with HR from the business

Employee Resource Groups which provide access to leaders, relevant volunteer and mentoring opportunities and interactions with counterparts in industry groups and client organizations.

Full benefits package – starting day one (medical, dental, vision, STI/LTI, life insurance, generous 401k match, AND contribution)

Flexible work opportunities for work/life balance

We will Count on you to:

Conduct thorough and accurate onboarding processes for new clients, ensuring all necessary paperwork and documentation is completed and filed according to company policies and procedures.

Serve as the main point of contact for the internal Marsh Client Service Team during the onboarding process, responding promptly and professionally to any inquiries or concerns.

Collaborate with various teams to gather necessary information and ensure a smooth onboarding experience for clients.

Maintain up-to-date knowledge of company products and services to effectively communicate with clients and address any questions or concerns they may have.

Monitor and track progress of each client onboarding, identifying and addressing any potential roadblocks or delays.

Maintain accurate and organized client records, adhering to company confidentiality and security protocols.

Proactively identify areas for improvement in the onboarding process and make recommendations to enhance efficiency and client satisfaction.

Adhere to all regulatory and compliance requirements, ensuring all client onboarding processes are in accordance with industry standards.

Participate in team meetings and training sessions to stay updated on company policies, procedures, and industry developments.

What you Need to Have:

2+ years of insurance industry or client support experience.

Excellent communication skills, both verbal and written, and excellent listening skills.

Strong organizational skills, including planning, analysis, and problem-solving capabilities.

Strong interpersonal and client service skills.

Proven ability to work under pressure, adapt to changing environments, and effectively multitask.

Strong attention to detail and ability to manage multiple tasks simultaneously.

Proficiency in Microsoft Office Suite and experience with client relationship management (CRM) systems.

Knowledge of regulatory requirements and industry best practices related to client onboarding is a plus.

What Makes You Stand Out?

Client onboarding and/or related insurance industry subject matter expertise.

Previous experience in operations, client services, or a similar role.

Excellent customer service experience.

Previous experience or exposure to project management.

is the world’s leading insurance broker and risk adviser. With more than 45,000 colleagues operating in more than 130 countries, Marsh serves commercial and individual clients with data driven risk solutions and advisory services. Marsh is a business of (NYSE: MMC), the leading global professional services firm in the areas of risk, strategy and people. With annual revenue of over $20 billion, Marsh McLennan helps clients navigate an increasingly dynamic and complex environment through four market-leading businesses: , , , and . For more information, visit , follow us on and

Marsh McLennan is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, veteran status (including protected veterans), or any other characteristic protected by applicable law.

If you have a need that requires accommodation, please let us know by contacting

Marsh McLennan is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office. All Marsh McLennan colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one “anchor day” per week on which their full team will be together in person.

#LI-JG3

The applicable base salary range for this role is $45,900 to $97,900.The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs.

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