Commercial Client Services Leader
Commercial Client Services Leader
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Salary Not Disclosed
1 Vacancy
Job Description
Company:
Marsh McLennan AgencyDescription:
JOB TITLE: Client Services Leader BI
JOB TYPE: FLSA Exempt
REPORTS TO: VP of Client Services
SUMMARY: The Client Services Leader is a vital part of the management team of Marsh & McLennan AgencySouthwest. This position is primarily responsible for directing and managing the service team of a dynamic and growing agency. Assists in the production of new business and supports the operation of the business and its sales and retention goals.
ESSENTIAL DUTIES & RESPONSIBILITIES:
- Daytoday management of service team
- Accomplishes staff results by communicating job expectations; planning monitoring and appraising job results; coaching counseling and disciplining employees; developing coordinating and enforcing systems policies procedures and productivity standards.
- Maintains staff by recruiting selecting orienting and training employees and developing personal growth opportunities.
- Writes and delivers all performance reviews and handles any disciplinary issues with team
- Evaluates service needs and structure to ensure clients expectations are being met
- Manages all processes related to the service team
- Reviews individual audit results for Best Practices
- Makes certain that all client data is maintained in agency CRM
- Monitors workflow of service team and restructure and/or realign or adds to staff as necessary
- Supports new business and account retention goals by assisting with new account development and retention and by establishing and maintaining superior service standards
- Ensures prompt resolution of all client service and plan administration issues and questions
- Conducts monthly service team meetings
- Acts as service liaison with carriers and vendors coordinates carrier and other vendor trainings to ensure team is kept up to date
- Stays abreast of industry product and legislative changes and marketplace trends
- Ongoing maintenance and training for agency CRM and other technology
- Manages phone coverage
- Plans develops and implements strategy for staff training and development
- Collaborates with BI Leaders in the Region to develop efficiencies and introduce changes at a local level
- Assist producers with monthly reports and service level issues
REQUIREMENTS:
- Exceptional knowledge of Business Insurance products alternate funding methods markets and underwriting processes
- Understands State and Federal legislation relating to Business Insurance.
- Selfdirected with strong negotiating organizational decisionmaking and time management Skills
- Adept at leading and influencing employees by motivating developing and directing teams and individuals
- Ability to clearly communicate verbally and in writing.
- Strong presentation written and verbal communication skills
- Ability to professionally interact with all staff and management members carrier representatives vendors and prospects/clients
- Fits with company culture
- College degree preferred or equivalent experience
- Minimum of five years experience working with employee Business Insurance products for small to midsized to large group clients
- Minimum of three years of management experience
- Current required state license
We embrace a culture that celebrates and promotes the many backgrounds heritages and perspectives of our colleagues and clients. Marsh & McLennan Agency offers competitive salaries and comprehensive benefits and programs including: health and welfare tuition assistance 401K employee assistance program career mobility employee network groups volunteer opportunities and other programs. For more information about our company please visit us at: http://marshmma/careers.
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Employment Type
Full-Time
