Commercial Insurance Client Service Specialist

About the role

As our Client Service Specialist on the McGriff senior living team, you'll support the service and production team in reaching overall agency revenue and retention goals by processing new and renewal business, updating and maintaining information in the client management system, addressing and resolving client questions and issues, escalating issues of increased complexity, providing clients with information including plan information, rates, contributions, and carrier contacts.

• Assemble proposals and other presentations
• Assist in preparation of new and renewal proposals, stewardship reports, service plans, and comparisons
• Maintain daily client processing functions such as endorsements, policies, audits, pending cancellations, ID cards
• Assist clients with claims resolution

Requirements

• Assignment based primarily upon the individual's minimal level of experience and production capacity to service a midsize book of business
• High school diploma or equivalent
• Demonstrated proficiency in computer applications such as Microsoft Office Suite
• Strong organizational and project skills
• Strong communication and interpersonal skills (written and verbal)
• Act with responsiveness, urgency, and professionalism in all matters
• Prioritize work to achieve timely completion of the most critical and sensitive activities
• Respond quickly to client requests and work to provide appropriate information
• Accept accountability for the quality of work

Qualifications (Nice-to-have)

• Property and Casualty insurance license
• Five years of industry-specific experience
• LOB designations
• College or advanced degree

We know there are excellent candidates who might not check all of these boxes. Don’t be shy. If you’re close, we’d be very interested in meeting you.

About us

McGriff, a division of Marsh McLennan Agency (MMA), provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With offices across North America, we combine the personalized service model of a local consultant with the global resources of the world’s leading professional services firm, Marsh (NYSE: MRSH).

More than 11,000 of the industry’s brightest talent drive our efforts to deliver purposeful work and meaningful impact every day. Our award-winning, inclusive, Top Workplace culture is the result of hard work by extraordinary people.

Benefits

• Generous time off, including personal and volunteering
• Tuition reimbursement and professional development opportunities
• Hybrid work
• Charitable contribution match programs
• Stock purchase opportunities