Job Title: Client Service Specialist (Field) Reports to: Client Service Manager Job Summary Build and maintain professional rapport with clients, vendor and teammates by providing superior internal and external service support. Work as a supportive member of the sales and service teams. 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 demonstrates 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. 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 We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. Marsh & McLennan Agency offers competitive salaries and comprehensive benefits and programs including: health and welfare, tuition assistance, 401K, employee assistance program, career mobility, employee network groups, volunteer opportunities, and other programs. For more information about our company, please visit us at: http://marshmma.com/careers.