Client Onboarding Specialist - Insurance Operations

$45,900 - $97,900/Yr

Marsh McLennan - Austin, TX

Full-time - Entry Level

Austin, TX

10,001+ employees

Insurance Carriers and Related Activities

About the position

The Client Onboarding Specialist at Marsh is responsible for ensuring a seamless and efficient onboarding process for new clients. This role requires a detail-oriented individual with a strong operational background to deliver exceptional client service and maintain compliance with industry standards.

Responsibilities

• Conduct thorough and accurate onboarding processes for new clients, ensuring all necessary paperwork and documentation is completed and filed according to company policies and procedures.
• Serve as the main point of contact for the internal Marsh Client Service Team during the onboarding process, responding promptly and professionally to any inquiries or concerns.
• Collaborate with various teams to gather necessary information and ensure a smooth onboarding experience for clients.
• Maintain up-to-date knowledge of company products and services to effectively communicate with clients and address any questions or concerns they may have.
• Monitor and track progress of each client onboarding, identifying and addressing any potential roadblocks or delays.
• Maintain accurate and organized client records, adhering to company confidentiality and security protocols.
• Proactively identify areas for improvement in the onboarding process and make recommendations to enhance efficiency and client satisfaction.
• Adhere to all regulatory and compliance requirements, ensuring all client onboarding processes are in accordance with industry standards.
• Participate in team meetings and training sessions to stay updated on company policies, procedures, and industry developments.

Requirements

• 2+ years of insurance industry or client support experience.
• Excellent communication skills, both verbal and written, and excellent listening skills.
• Strong organizational skills, including planning, analysis, and problem-solving capabilities.
• Strong interpersonal and client service skills.
• Proven ability to work under pressure, adapt to changing environments, and effectively multitask.
• Strong attention to detail and ability to manage multiple tasks simultaneously.
• Proficiency in Microsoft Office Suite and experience with client relationship management (CRM) systems.
• Knowledge of regulatory requirements and industry best practices related to client onboarding is a plus.

Nice-to-haves

• Client onboarding and/or related insurance industry subject matter expertise.
• Previous experience in operations, client services, or a similar role.
• Excellent customer service experience.
• Previous experience or exposure to project management.

Benefits

• Full benefits package starting day one (medical, dental, vision, STI/LTI, life insurance, generous 401k match, AND contribution)
• Flexible work opportunities for work/life balance
• Tuition assistance
• Employee assistance programs