Client Service Representative

Client Service Representative

Our not-so-secret sauce.

Award-winning, inclusive, Top Workplace culture doesn't happen overnight. It's a result of hard work by extraordinary people. More than 11,000 of the industry's brightest talent drive our efforts to deliver purposeful work and meaningful impact every day. Learn more about what makes us different and how you can thrive as a Client Service Representative at Horton, a Marsh Business.

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.

Execution of Client Service

• Supports Account Managers, Producers, Account Executives and other internal department members to flawlessly execute MMA Midwest's 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 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
• Achieves desired levels of data completeness and process integrity by consistently meeting activity timelines, quality metrics and goals
• Prepare and organize workbooks for Request for Proposals
• Take and relay messages from clients and carriers, which will need to be documented in the Applied Epic system, aligned with EHB procedures system for tracking.
• Project manage the EHB team at a high-level to ensure renewal, compliance, and client deadlines are met

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

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

Valuable benefits.

We value and respect the impact our colleagues make every day both inside and outside our organization. We've built a culture that promotes colleague well-being through robust benefit programs and resources, encourages professional and personal development, and celebrates opportunities to pursue the projects and causes that give colleagues fulfilment outside of work.

Some benefits included in this role are:

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

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. 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.