Client Care Team Representative

Company:

Description:

Awardwinning inclusive Top Workplace culture doesnt happen overnight. Its a result of hard work by extraordinary people. More than 11000 of the industrys 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 at Marsh McLennan Agency (MMA).

MMA 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 worlds leading professional services firm Marsh McLennan (NYSE: MMC).

A day in the life.

As a Customer Care Representative on the Private Client Services Customer Care Team youll successfully support a large book of business for our entry level affluent clientele. You will work alongside tenured colleagues to gain experience and skill sets for professional growth:

• Reviews client exposures risk tolerance loss experience and current coverages on a reactive basis and recommend appropriate products and services
• Provides daytoday client service by responding to client questions and issues on Zoom over the phone or via team email
• Ensuring availability to answer incoming calls from clients during the designated time frame
• Address client inquiries concerns and requests via phone que coverage in a courteous and helpful manner
• Directing calls to the appropriate department or team member for further assistance
• Creates and presents renewal comparisons to existing clients upon request and conducts annual interactive reviews when a client has requested a summary of their coverage
• Understands introduces and leverages the services of Private Client Services Specialty Practices areas as appropriate including surplus lines placements
• Accountable for client retention through delivery of exceptional client service
• Responsible for expanding client programs where needed
• Negotiates with multiple insurance carriers to provide comprehensive coverage options for clients while conforming to all laws regulations and requirements governing the insurance industry
• Ability to quote coverages for existing clients
• Communicates clients risk solution and binding instructions to carriers
• Implements and maintains a quality service plan ensuring the accuracy of binders policies and other relevant documents that are delivered to clients
• Utilizes the Agency Management System in an accurate and timely manner to enter and maintain all pertinent account information
• Ensures that all regulatory requirements are met and comply with all internal policies and procedures
• Escalates internal and external service concerns that clients may be experiencing to appropriate departments for action and prevention of further client impact

Our future colleague.

Wed love to meet you if your professional track record includes these skills:

• Property & Casualty (P&C) License
• Previous Personal Lines Insurance experience with High Net Worth clientele
• Client facing experience
• Client service orientation with balance on managing expectations
• Excellent verbal & written communication skills
• Ability to maintain confidentiality andprofessionalism
• Ability to adhere to policies practices & procedures
• Ability to work well in a team environment

These additional qualifications are a plus but not required to apply:

• Bachelors degree
• Professional designations a plus e.g. CPCU CIC CPRIA etc.
• Previous experience with an Agency Management System preferred
• Key relationships with luxury carriers such as AIG Chubb PURE

We know there are excellent candidates who might not check all of these boxes. Dont be shy. If youre close wed be very interested in meeting you.

The applicable base salary range for this role is $. 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 casebycase basis. In addition to the base salary this position may be eligible for performancebased incentives.

We are excited to offer a competitive total rewards package which includes health and welfare benefits tuition assistance 401K savings and other wellbeing programs as well as employee assistance programs.

Who you are is who we are.

We embrace a culture that celebrates and promotes the many backgrounds heritages and perspectives of our colleagues and clients. We are always seeking those with ethics talent and ambition who are interested in joining our clientfocused teams.

Marsh McLennan and its affiliates are EOEMinority/Female/Disability/Vet/SexualOrientation/Gender Identity employers.

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