The Process Support Specialist is an insurance professional that takes pride in working alongside our client service teams to thoroughly execute components of our client service processes, helping to minimize risk & maximize health for our clients. They exhibit a strong understanding of our agency management system and the key details to be documented during the various workflows that they execute ensuring for an effective handoff from Process Support to our client service teams. With a strong knack for details, efficiency and procedures, the Process Support Specialist is counted on to share valuable insight on potential improvements to our existing procedures. 

EXECUTION OF CLIENT SERVICE

• Demonstrates expertise in reviewing insurance policies against sold proposals and our agency management system; confirms that coverage and limits meet expectations
• Clearly articulates discrepancies and any relevant information on a detailed policy review checklist that allows the client service team to easily make the corrections or changes needed
• Identifies uncommon forms and/or verbiage found on policies that might warrant training for our staff or further discussion with our carriers
• Exhibits proficiency in our agency management systems and effectively manages the key details necessary for updating our clients’ information

PROCESS MANAGEMENT

• Participates in piloting new procedures, learning new tasks, identifying challenges and recommends possible solutions when necessary
• Achieves desired metrics for both the volume and timeliness of completed work  

DATA AND PROCESS INTEGRITY

• Consistently follows client service workflows and appropriately engages internal resources such as procedure manuals and reporting tools to ensure efficiency and accuracy of execution
• Accurately maintains complete client files including the clear documentation of account detail in agency management systems including policy information, activities, attachments, and correspondence
• Achieves desired levels of data completeness and process integrity by consistently meeting established quality standards

PEER RELATIONSHIPS

• Provides feedback and shares information at team meetings
• Develops successful and effective working relationships with client service team members, managers and members of other departments
• Communicates effectively with service teams and provides timely and complete information to allow them to effectively manage service execution

REQUIRED:

• Upon hire, Producers License for Fire/Casualty or Life/Health, as appropriate for role
• 2+ years of experience at the Account Manager or Client Service Representative role within an insurance agency
• Home office work area and high speed internet capability

PREFERRED:

• BS/BA in Business, Insurance or related field
• AIS, CIC, CRIS, ARM or other professional insurance designation
• Experience working with agency management systems
• Intermediate skill level in Microsoft Office Suite

About Marsh McLennan Agency Midwest
Marsh McLennan Agency’s Midwest Region is a full-service brokerage providing business insurance, employee benefits, private client insurance, and retirement services to businesses and individuals across the country. MMA Midwest  is consistently recognized as a top workplace, attracting and retaining its insurance talent by rewarding expertise and investing in career development. Colleagues enjoy an award-winning culture that fosters a highly productive and results-driven working environment.

A Great Place to Work. A Great Place to Perk.

Recognized for workplace culture by the likes of Fortune Magazine, The Chicago Tribune and more, our colleagues enjoy an environment that fosters creativity as well as individual and organizational growth. A small sampling of the benefits our colleagues enjoy include:

• Medical, dental, vision, 401K benefits and more
• The flexibility to work at home or an office
• A paid day off to volunteer and company-organized volunteer events
• Up to $1,000 per year in matching charitable donations
• Up to $750 per year in wellness rewards
• A company-wide mentality that you can never appreciate your co-workers too much

Who You Are is Who We Are

MMA Midwest has created an award-winning culture largely due to meeting our colleagues where they are, celebrating their differences and building an inclusive environment. We challenge ourselves to create a workplace where our colleagues feel not only welcomed, but feel they belong; where we not only embrace diverse perspectives and opinions but seek them out; and where we ask not how a colleague fits our culture, but what they add to it.