Client Service Specialist at MMC in Texarkana, Texas

Job Description:

ESSENTIAL DUTIES AND RESPONSIBILITIES:



Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.

• Process new and renewal business within timelines and quality standards, including updating and maintaining information in the client management system.


• Escalate issues of increased complexity, according to department standards, to the applicable internal contact.


• Provide clients with timely information including plan information, rates, contributions, and carrier contacts.


• Set up policy notebooks for delivery to client; assemble proposals and other presentations for client and prospect meetings.


• Address and resolve client questions and issues.


• Assist in preparation of new and renewal proposals; stewardship reports; service plans; comparisons, and demonstrate creativity in presentation style.


• Support service and production team in reaching overall agency revenue and retention goals.


• Maintain daily client processing functions such as endorsements, policies, audits, pending cancellations, ID cards.


• Assist with all aspects of marketing, as needed.


• Take report and monitor claims (if applicable).


• Document member and client communications in the client management services tool according to department standards.


• Prepare presentations, spreadsheets, direct bill, accounting discrepancies and other communications based on the needs of the internal team and clients.


• Assist clients with claims resolution.


• Participate in company sponsored seminars, training workshops and webinars to enhance industry knowledge and education.


• Other duties and responsibilities assigned by management.

Required Qualifications:



The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Assignment based primarily upon the individual's minimal level of experience and production capacity to service a midsize book of business.


• High school diploma or equivalent.


• Demonstrated proficiency in computer applications such as Microsoft Office Suite.


• Demonstrate strong organizational and project skills.


• Strong communication and interpersonal skills (written and verbal).


• Act with responsiveness, urgency and professionalism in all matters.


• Prioritize work to achieve timely completion of the most critical and sensitive activities.


• Respond quickly to client requests and work to provide appropriate information.


• Accept accountability for the quality of work.

Preferred Qualifications:

• Five years of industry-specific experience.


• LOB designations.


• College or advanced degree.

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