What are the responsibilities and job description for the Client Service Specialist/Administrative position at US012 Marsh & McLennan Agency LLC?
Description :
ESSENTIAL DUTIES AND RESPONSIBILITIES
Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.
- Process new and renewal business within timelines and quality standards, including updating and maintaining information in the client management system.
- Escalate issues of increased complexity, according to department standards, to the applicable internal contact.
- Provide clients with timely information including plan information, rates, contributions, and carrier contacts.
- Set up policy notebooks for delivery to client; assemble proposals and other presentations for client and prospect meetings.
- Address and resolve client questions and issues.
- Assist in preparation of new and renewal proposals; stewardship reports; service plans; comparisons, and demonstrate creativity in presentation style.
- Support service and production team in reaching overall agency revenue and retention goals.
- Maintain daily client processing functions such as endorsements, policies, audits, pending cancellations, ID cards.
- Assist with all aspects of marketing, as needed.
- Take report and monitor claims (if applicable).
- Document member and client communications in the client management services tool according to department standards.
- Prepare presentations, spreadsheets, direct bill, accounting discrepancies and other communications based on the needs of the internal team and clients.
- Assist clients with claims resolution.
- Participate in company sponsored seminars, training workshops and webinars to enhance industry knowledge and education.
- Other duties and responsibilities assigned by management.
QUALIFICATIONS
Required Qualifications :
The requirements listed below are representative of the knowledge, skill and / or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Preferred Qualifications :
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