Customer Care Representative

March 21

🏄 California – Remote

Although this job is listed in California, this company may be open to hiring remote in other states.

🎰 Nevada – Remote

Although this job is listed in Nevada, this company may be open to hiring remote in other states.

💵 $71.2k - $113.6k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

💝 Customer Support

🦅 H1B Visa Sponsor

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Marsh McLennan

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Marsh McLennan is a leading professional services firm that operates in the areas of risk, strategy, and people. With over 85,000 employees worldwide, the company encompasses four main businesses: Marsh, offering insurance broking and risk management; Guy Carpenter, providing reinsurance and capital strategies; Mercer, specializing in health, wealth, and career consulting; and Oliver Wyman, focusing on strategy, economic, and brand consulting. Marsh McLennan is committed to fostering an inclusive culture, empowering its employees, and delivering innovative solutions to clients globally.

Insurance Broking • Risk advisory services • HR and related consulting • outsourcing and investments services • Management consulting

10,000+ employees

Founded 1871

💸 Finance

📋 Description

• This position will be remote, based in the Eastern Time Zone / Pacific Time Zone. • As a Senior Private Client Advisor in the Private Client Services Customer Care Team, you’ll successfully support a large book of business for our entry level affluent clientele. • You will work alongside tenured colleagues to gain experience, and skill sets for professional growth. • Reviews client exposures, risk tolerance, loss experience and current coverages on a reactive basis and recommend appropriate products and services. • Provides day-to-day client service by responding to client questions and issues on Zoom, over the phone or via team email. • Ensures availability to answer incoming calls from clients during the designated time frame. • Address client inquiries, concerns, and requests via phone que coverage in a courteous and helpful manner. • Directing calls to the appropriate department or team member for further assistance, if needed. • Creates and presents renewal comparisons to existing clients upon request and conducts annual interactive reviews when a client has requested a summary of their coverage (Zoom and Phone). • Understands, introduces and leverages the services of Private Client Services (PCS) Specialty Practices areas, as appropriate, including surplus lines placements. • Accountable for client retention through delivery of exceptional client service. • Responsible for expanding client programs where needed. • Negotiates with multiple insurance carriers to provide comprehensive coverage options for clients, while conforming to all laws, regulations and requirements governing the insurance industry. • Ability to quote coverages for existing clients. • Communicates client’s risk solution and binding instructions to carriers. • Implements and maintains a quality service plan ensuring the accuracy of binders, policies, and other relevant documents that are delivered to clients. • Utilizes the Agency Management System in an accurate and timely manner to enter and maintain all pertinent account information. • Ensures that all regulatory requirements are met and comply with all internal policies and procedures. • Escalates internal and external service concerns that clients may be experiencing to appropriate departments for action and prevention of further client impact.

🎯 Requirements

• Property & Casualty (P&C) License • 3 plus years’ personal lines insurance experience with High-Net-Worth clientele • Previous Personal Lines Insurance experience with High Net Worth clientele • Client facing experience • Client service orientation with balance on managing expectations • Excellent verbal & written communication skills • Ability to maintain confidentiality and professionalism • Ability to adhere to policies, practices & procedures • Ability to work well in a team environment • Strong technical and computer skills (MS Office tools, etc.) • Bachelor’s degree (additional qualification) • Professional designations a plus, e.g. CPCU, CIC, CPRIA, etc. • Previous experience with an Agency Management System preferred • Key relationships with luxury carriers, such as AIG, Chubb, PURE

🏖️ Benefits

• health and welfare benefits • tuition assistance • 401K savings • other wellbeing programs • employee assistance programs