This job was posted by https://illinoisjoblink.illinois.gov : For more
information, please see:
https://illinoisjoblink.illinois.gov/jobs/11879381 About Marsh
McLennan Agency Midwest
Marsh McLennan Agency\'s Midwest Region is a full-service brokerage
providing business insurance, employee benefits, private client
insurance, and retirement services to businesses and individuals across
the country. MMA Midwest is consistently recognized as a top workplace,
attracting and retaining its insurance talent by rewarding expertise and
investing in career development. Colleagues enjoy an award-winning
culture that fosters a highly productive and results-driven working
environment.
The Client Service Representative (CSR) is the oil that makes our
exceptional client service machine run smoothly. They perform
transactions and tasks essential to managing efficient insurance,
benefit, and/or risk management programs. The CSR executes policy and
plan changes, provides evidence of insurance, and helps create proposals
that exhibit complex programs in more easily understood and comparative
formats for our clients. They assist in keeping our client information
up to date in our agency management system, facilitating a collaborative
service experience and empowering our client portal. The CSR works
closely with the full account servicing team to answer questions, access
and deploy resources, place coverage, and negotiate terms and conditions
on behalf of clients.
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
- Maintains accurate and complete client data in agency management
systems including policy detail, activities, and attachments
- Consistently achieves data integrity and meets activity timeliness,
quality metrics, and goals
- Follows processes and procedures in servicing workflow, maintaining
appropriate and clear documentation of client and carrier
conversations, taking appropriate action, and following up as
requested
- Utilizes internal resources for identified processes to ensure
efficiency and consistency in execution
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:
- Upon hire, Producers License forLife/Health
PREFERRED:
- BS/BA in Business, Insurance or related field
- Intermediate skill level in Microsoft Office Suite
A Great Place to Work. A Great Place to Perk.
Recognized for workplace culture by t e likes of Fortune Magazine, The
Chicago Tribune and more, our colleagues enjoy an environment that
fosters creativity as well as individual and organizational growth. A
small sampling of the benefits our colleagues enjoy include:
- Medical, dental, vision, 401K benefits and more
- The flexibility to work at home or an office
- A paid day off to volunteer and company-organized volunteer events
- Up to \$1,000 per year in matching charitable donations
- Up to \$750 per year in wellness rewards
- A company-wide mentality that you can never appreciate your
co-workers too much
Who You Are is Who We Are
MMA Midwest has created an award-winning culture largely due to meeting
our colleagues where they are, celebrating their differences and
building an inclusive environment. We challenge ourselves to create a
workplace where our colleagues feel not only welcomed, but feel they
belong; where we not only embrace diverse perspectives and opinions but
seek them out; and where we ask not how a colleague fits our culture,
but what they add to it.
#MMAMW
#MMAEHB