Employee Benefits Client Service Representative

About the role

Marsh provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With 200 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).

Responsibilities

• Executes Client 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
• Buils 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 options, 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 processes
• 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
• Prepares and organizes workbooks for Request for Proposals
• Takes and relays messages from clients and carriers, which will need to be documented in the Applied Epic system, aligned with EHB procedures system for tracking
• Project manages the EHB team at a high-level to ensure renewal, compliance, and client deadlines are met
• Provides feedback and shares information at team meetings
• 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

Requirements

• Life/Health License must be obtained within 75 days of the first day of New Hire Onboarding
• Preferred BS/BA in Business, Insurance or related field
• Intermediate skill level in Microsoft Office Suite
• Proficiency with SmartSheet

Qualifications

• The employee is responsible for adherence to the stated expectations of the E&O Plus Quality Management Program

Skills

• Insurance Knowledge
• Communication Skills
• Time Management
• Process Integrity
• Team Collaboration

Benefits

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

Pay

The applicable base salary range for this role is $35,600 to $66,200. The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements.

Schedule

Decisions will be determined on a case-by-case basis.