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Client Support Representative - Employer Benefits - Marsh Consumer - Urbandale, IA: Marsh

Job IDURB0005P
Company NameMarsh
Job CategoryInsurance
LocationUrbandale, IA
Position TypeFull-Time, Employee
Experience2-5 Years Experience
Desired Education LevelOther
Date PostedNovember 2, 2009

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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