Client Support Representative - Employer Benefits - Marsh Consumer - Urbandale, IA: Marsh
| Job ID | URB0005P |
| Company Name | Marsh |
| Job Category | Insurance |
| Location | Urbandale, IA |
| Position Type | Full-Time, Employee |
| Experience | 2-5 Years Experience |
| Desired Education Level | Other |
| Date Posted | November 2, 2009 |
| View Marsh profile and job listings |
Supports Client Advisors and Client Executives with technical assistance and client reporting for the client block of business. - Work with Brokers, clients, sales and service representatives in maintaining current clients. Support internal functions reporting to the Client Advisor and Client Executive.
- Gather data and assist with implementation of new clients directed by the Client Advisor or Client Executive.
- Identify important business needs of client and effectively communicate to the Client Advisor or Client Executive. Alert functional areas and escalate problems as needed.
- Maintain files on client problems and update management regularly.
- Handle participant and escalated calls.
- Provide monthly performance reporting, and quarterly and annual data reports to Client Executive.
- Oversee resolutions for client situations, changes and exceptions.
- Liaison between Client Executive, Client Advisor and internal (operations, marketing, customer service) staff.
- Trouble shoot client issues internally, establish the cause and bring to resolution with collaboration of the Client Advisor and Client Executive.
- Handle special projects on behalf of the Client Advisors and Client Executives.
- Gather and review information for annual stewardship reports, provide reports to Client Executive.
- Other duties as assigned.
- Bachelor's degree preferredRelevant experience with background in client management or administration
- Experience with Group Universal Life, auto/home and other ancillary insurance products
- Ability to follow-through on projects to completion
- Must be able to work independently, and within a team environment
- Proven ability to exercise sound judgment and strong problem solving skills
- Effective written and verbal communication skills, including the ability to communicate information concisely internally as well as externally with remote locations and external clients
- Demonstrated math aptitude
- Must demonstrate the ability to manage multiple priorities, deliver timely and accurate work products with a customer service focus, and respond with a sense of urgency as required
- Proficient in the use of personal computers and supporting software in a Windows based environment, including MS Office and Lotus Notes. Should be knowledgeable in the use of intranet and internet applications
- Must demonstrate professional and ethical business practices, adherence to company standards, and a commitment to personal and professional development
- Completes educational requirements to obtain applicable license(s)
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