Business Insurance Client Service Specialist

Marsh McLennan

. Process new and renewal business within timelines and quality standards .

Posted 10/14/2026full-timeAthens • United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates strong organizational and project management skills while effectively managing client communications and processing functions. Proficient in Microsoft Office Suite and capable of preparing presentations and reports to support agency revenue and retention goals.

Highest-signal resume keywords

Client Management System ProficiencyMicrosoft Office Suite ProficiencyOrganizational SkillsWritten And Verbal Communication SkillsIndustry-Specific Experience

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Client Processing FunctionsProposal PreparationClaims ResolutionSpreadsheet PreparationPolicy ManagementAuditingEndorsementsPresentation Materials AssemblyService PlansMarketing Activities Support

Soft Skills

Strong Interpersonal SkillsResponsivenessProfessionalismAbility To Prioritize WorkAccountability For Quality Of Work

Tools & Technologies

Client Management Services Tool

Industry Keywords

Midsize Book Of BusinessLOB DesignationsClient Questions ResolutionAgency Revenue GoalsRetention Goals

About the role

Key responsibilities & impact

Process new and renewal business within timelines and quality standards
Update and maintain information in the client management system
Escalate complex issues to applicable internal contacts
Provide clients with plan information, rates, contributions, and carrier contacts
Set up policy notebooks and assemble proposals and presentations
Address and resolve client questions and issues
Assist with proposals, stewardship reports, service plans, comparisons, and presentation materials
Support service and production teams in achieving agency revenue and retention goals
Maintain daily client processing functions, including endorsements, policies, audits, pending cancellations, and ID cards
Assist with marketing activities as needed
Take reports and monitor claims, if applicable
Document member and client communications in the client management services tool
Prepare presentations, spreadsheets, direct bill and accounting discrepancy materials, and other communications
Assist clients with claims resolution
Participate in company-sponsored seminars, training workshops, and webinars
Perform other duties assigned by management

Requirements

What you’ll need

High school diploma or equivalent
Demonstrated proficiency in computer applications such as Microsoft Office Suite
Strong organizational and project skills
Strong written and verbal communication and interpersonal skills
Responsiveness, urgency, and professionalism in all matters
Ability to prioritize work for timely completion of critical and sensitive activities
Ability to respond quickly to client requests and provide appropriate information
Accountability for quality of work
Assignment based primarily upon the individual's minimal level of experience and production capacity to service a midsize book of business
Applicants must be within driving distance to the Athens, GA office
Ability to commute to the office a minimum of three days per week
3–5 years of industry-specific experience, LOB designations, and college or advanced degree are additional qualifications plus, but not required

Benefits

Comp & perks

Generous time off, including personal and volunteering
Tuition reimbursement and professional development opportunities
Hybrid Work
Charitable contribution match programs
Stock purchase opportunities
Robust benefit programs and resources supporting colleague well-being
Culture promoting professional and personal development