Client Service Representative

Job Description

Client Service Representative | Marsh McLennan Agency Midwest

The Tone:
This is a Client Service Representative role offering the flexibility to work from home or an office, based on your discretion and schedule. Marsh McLennan Agency’s Midwest Region operates as a full-service brokerage, providing comprehensive insurance and retirement services to businesses and individuals nationwide. This role is crucial for delivering exceptional service to clients by managing their insurance programs and collaborating effectively with the servicing team. The company is known for its award-winning culture that supports professional development and fosters a productive working environment.

The TL;DR
• Role: Full Time
• Type: Full-time
• Location: Flexible (Home or Office based on discretion)
• Pay: $34650–$64575 yearly
• Mission: Deliver exceptional service to clients by managing their insurance programs and facilitating team collaboration.
• Tech Stack: MS Office Suite (Word, Excel, Outlook)

What You’ll Actually Do
• Program Management: Oversee and administer client insurance programs, ensuring all details are accurately maintained and managed.
• Policy Execution: Implement necessary changes to client insurance policies promptly and precisely.
• Information Updates: Maintain and update client information records to ensure accuracy and completeness.
• Team Collaboration: Facilitate smooth collaboration within the servicing team to address client needs efficiently.
• Service Team Support: Actively work alongside the servicing team to provide comprehensive support and ensure seamless client interactions.

The Must-Haves
• Background: High school diploma or equivalent is required.
• Experience: No specific years of experience are required for this role.
• Skills: Possess excellent written and verbal communication skills to effectively service customers; demonstrate self-starter qualities, strong organization, problem-solving abilities, and good time management to meet deadlines; exhibit detail orientation and the capacity to manage a wide variety of tasks; maintain a positive attitude while working efficiently within a high-energy team.
• Bonus: A Property & Casualty license is preferred, or the ability to obtain one upon hire; proficiency in MS Office Suite, including Word, Excel, and Outlook; 1 year of experience working in the insurance industry.