Private Client Care Team Representative

Company:

Marsh McLennan Agency

Description:

Award-winning, inclusive, Top Workplace culture doesn’t happen overnight. It’s a result of hard work by extraordinary people. More than 11,000 of the industry’s 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 world’s leading professional services firm, Marsh McLennan (NYSE: MMC).

A day in the life.

As a Client Care Representative on the Private Client Services Customer Care Team, you’ll 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 day-to-day 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 client’s 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.

We’d 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 and professionalism
• 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:

• Bachelor’s 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