Location: Texarkana,TX, USA
Company:
Marsh McLennan Agency
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.
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.
* Assignment based primarily upon the individual's minimal level of experience and production capacity to service a midsize book of business.
* High school diploma or equivalent.
* Demonstrated proficiency in computer applications such as Microsoft Office Suite.
* Demonstrate strong organizational and project skills.
* Strong communication and interpersonal skills (written and verbal).
* Act with responsiveness, urgency and professionalism in all matters.
* Prioritize work to achieve timely completion of the most critical and sensitive activities.
* Respond quickly to client requests and work to provide appropriate information.
* Accept accountability for the quality of work.
Preferred Qualifications:
* Five years of industry-specific experience.
* LOB designations.
* College or advanced degree.
#MMAMCG