Customer Service Representative handling insurance account inquiries and providing documentation in Texas. Collaborating with clients and team to enhance customer service and maintain policies.
About the role
- Account Manager on the Business Insurance team at Marsh McLennan Agency. Collaborating with clients and underwriters to grow and retain business while providing excellent client service.
Responsibilities
- Collaborate with our sales team, clients, and insurance carrier underwriters in order to successfully grow and retain clients
- Act as a client consultant, providing clients with recommendations and advisory services to help them achieve their long-term goals
- Develop and maintain working relationships with clients by managing pre-renewals, renewals, and overseeing their ongoing service needs
- Provide consultative services to client contacts in order to account-round existing clients to meet gaps in their coverage
- Leverage your product knowledge to maintain a high service standard for variety of clients and their product service lines
- Conduct in-person, Zoom, and phone meetings with clients and carriers and will maintain client information using a EPIC CRM system
Requirements
- 3 years of experience in the commercial insurance industry, brokerage experience preferred
- Experience working with clients in a variety of industries and experience communicating with individuals at all levels of an organization
- A bachelor’s degree or equivalent experience
- Excellent customer service skills, organization skills, and the ability to prioritize deliverables and projects with competing deadlines
Benefits
- Generous time off programs ensure you have time to recharge including 15 vacation days, 3 personal days, 10+ holidays, 2 floating holidays, and 4 days for learning & development
- Comprehensive medical, dental and vision plans
- 401K and company match program
- Tuition reimbursement and professional development opportunities
- Hybrid work
- Charitable contribution match programs
- Stock purchase opportunities
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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