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Description :
About Marsh McLennan Agency Midwest
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.
Colleagues enjoy an award-winning culture that fosters a highly productive and results-driven working environment.
The Senior Client Service Representative is a team-oriented person with a passion for deliveringexceptional customer service daily.
They perform transactions and tasks essential to managing efficientinsurance, benefit and / or risk management programs.
The Senior Client Service Representative executes policy and planchanges, provides evidence of insurance, and helps to create proposals that exhibit complex programs in more easilyunderstood and comparative formats.
They assist in keeping our client information up to date in our agencymanagement system, facilitating a collaborative service experience and empowering our client portal.
The Senior ClientService Representative works alongside the full account servicing team to answer questions, access and deploy resources,place coverage and negotiate terms and conditions on behalf of clients.
Execution of Client Service
Support Account Managers, Producers, Account Executives, and other internal department members to flawlessly execute MMA Midwest service strategy for each client, designed to create measurable value and efficiencies in their businesses
Processes plan changes, as needed or requested by the client, checking for consistency and documenting in the appropriate system
Builds personalized client relationships through demonstrated understanding of the service plan and multiple channels of communication such as phone, email and in-person meetings
Leverages insurance knowledge and communication skills to explain coverage terms, program updates, and other items to clients as needed
Works with internal departments to ensure cohesiveness and timeliness of service execution
Manages time effectively to prioritize workload, client service requests and service parameters on business process
Client Relationship Management
Collaborates with Supervisor and Client Service Director to increase efficiencies by offering and / or implementing new workflow suggestions
Provides ongoing support to mentor other Client Service Representatives through training on specific technical tasks, explaining coverage and offering direction to resolving unique client situations
Data and Process Integrity
Consistently follows client service workflows and appropriately engages internal resources such as process support team, procedure manuals and reporting tools to ensure efficiency and accuracy of execution
Accurately maintains complete client files including the clear documentation of account detail in agency management systems including policy information, activities, attachments, and correspondence
Achieves desired levels of data completeness and process integrity by consistently meeting activity timeliness, quality metrics and goals
Marketing Strategy and Negotiating
Responds to client coverage questions and supports the insured
Manages marketing of renewals for designated accounts with direction from the Account Manager or Producer / Account Executive, including reviewing quotes for accuracy, preparing the proposal, binding of renewals, and policy review
Navigates various online rating systems / carrier websites to procure quotes
Attends carrier meetings to expand and apply technical knowledge
Service Platform Implementation
Demonstrates knowledge and is comfortable analyzing more complex issues before escalating them to the Account Manager; such issues may include policy coverage review, resolving coverage discrepancies with carrier and resolving contract requirement coverage gaps
Works with the client and carrier directly to resolve any coverage questions and executes to completion
Peer Relationships
Provides feedback and shares information at team meetings
Participates in ongoing scheduled meetings with service team to discuss accounts, renewals, service needs, service platform, etc.
Develops successful and effective working relationships with Producers, Account Executives, Account Managers, service team members, managers, carriers, and members of other departments
Communicates effectively with Account Managers and provides timely and complete information to allow them to effectively manage service execution
Required
Upon hire, Producers License for Life / Health
2 years of insurance brokerage client service experience in Employee Benefits insurance
Preferred
BS / BA in Business, Insurance, or related field
Intermediate skill level in Microsoft Office Suite
A Great Place to Work. A Great Place to Perk.
Recognized for workplace culture by the likes of Fortune Magazine, The Chicago Tribune and more, our colleagues enjoy an environment that fosters creativity as well as individual and organizational growth.
A small sampling of the benefits our colleagues enjoy include :
Medical, dental, vision, K benefits and more
The flexibility to work at home or an office
A paid day off to volunteer and company-organized volunteer events
Up to $1, per year in matching charitable donations
Up to $ per year in wellness rewards
A company-wide mentality that you can never appreciate your co-workers too much
Who Are is Who Are
MMA Midwest has created an award-winning culture largely due to meeting our colleagues where they are, celebrating their differences and building an inclusive environment.
We challenge ourselves to create a workplace where our colleagues feel not only welcomed, but feel they belong; where we not only embrace diverse perspectives and opinions but seek them out;
and where we ask not how a colleague fits our culture, but what they add to it.
MMAMW
MMAEHB
Last updated : 2024-04-28
Full Time
Insurance
$51k-67k (estimate)
04/29/2024
07/07/2024
The job skills required for Client service representative include Customer Service, Communication Skills, Microsoft Office, Flexibility, Communicates Effectively, Integrity, etc. Having related job skills and expertise will give you an advantage when applying to be a Client service representative. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Client service representative. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Client service representative positions, which can be used as a reference in future career path planning. As a Client service representative, it can be promoted into senior positions as a Customer Service Representative III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Client service representative. You can explore the career advancement for a Client service representative below and select your interested title to get hiring information.
If you are interested in becoming a Client Service Representative, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Client Service Representative for your reference.
Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Client Service Representative job description and responsibilities
Client services representatives manage client relationships and provide customer support.
02/07/2022: Monterey, CA
Promoting and maintain positive customer relations utilizing service excellence techniques.
02/20/2022: Richmond, VA
Client service representatives are responsible for taking care of users who have a hard time with some business element.
02/21/2022: Akron, OH
Customer service representatives also have access to responses for the most commonly asked questions and to specific guidelines for dealing with requests or complaints.
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Have an understanding and reception to clients' needs and give proactive customer support.
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Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.
Career tips from people on Client Service Representative jobs
Some popular Client Service Representative hard skills are Customer Service, Client Services, Sales, Microsoft Access, Social Media, Marketing, Management and Banking.
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A good Customer Service Representative must have excellent communication skills since they will be speaking directly with customers.
12/28/2021: Anderson, IN
Should have a proven customer support experience or experience as a client service representative.
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Learn to resolve problems and prevent client dissatisfaction.
01/07/2022: Bradenton, FL
One year related experience required with customer service preferred.
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Step 3: View the best colleges and universities for Client Service Representative.