Senior Client Service Representative - Employee Health and Benefits

Loveland, OH, United States

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 Senior Client Service Representative is a team-oriented person with a passion for delivering exceptional customer service daily. They perform transactions and tasks essential to managing efficient insurance, benefit and/or risk management programs. The Senior Client Service Representative executes policy and plan changes, provides evidence of insurance, and helps to create proposals that exhibit complex programs in more easily understood and comparative formats. 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 Senior Client Service Representative works alongside 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

Support Account Managers, Producers, Account Executives, and other internal department members to flawlessly execute MMA Midwest 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 updates, 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 process

Client Relationship Management

Collaborates with Supervisor and Client Service Director to increase efficiencies by offering and/or implementing new workflow suggestions

Provides ongoing support to mentor other Client Service Representatives through training on specific technical tasks, explaining coverage and offering direction to resolving unique client situations

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 timeliness, quality metrics and goals

Marketing Strategy and Negotiating

Responds to client coverage questions and supports the insured

Manages marketing of renewals for designated accounts with direction from the Account Manager or Producer/Account Executive, including reviewing quotes for accuracy, preparing the proposal, binding of renewals, and policy review

Navigates various online rating systems/carrier websites to procure quotes

Attends carrier meetings to expand and apply technical knowledge

Service Platform Implementation

Demonstrates knowledge and is comfortable analyzing more complex issues before escalating them to the Account Manager; such issues may include policy coverage review, resolving coverage discrepancies with carrier and resolving contract requirement coverage gaps

Works with the client and carrier directly to resolve any coverage questions and executes to completion

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 for Life/Health

2+ years of insurance brokerage client service experience in Employee Benefits insurance

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 the 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