Client Placement Specialist I

Company Name:
Marsh & McLennan Companies, Inc. (MMC)
Title: Client Placement Specialist I
Location: IA-Urbandale
General Summary
Classifies and determines acceptable insurance risk for various insurance products by following specified carrier guidelines.
Essential Functions
Reviews applications according to carrier guidelines in order to determine acceptable underwriting risk.
Initiates allocation of premiums and issues policies.
Provides knowledgeable insurance information direct to customers or to client facing staff by phone and through written correspondence.
Requests additional information from the applicant if adverse information is disclosed or information is missing in order to make a decision.
Corresponds with applicants, carriers, and vendors regarding decisions.
Completes thorough documentation supporting each decision.
Maintains business standards within the department.
Performs necessary administrative functions.
Other duties as assigned.
College degree or equivalent work experience preferred.
Excellent written and verbal communication skills to effectively interact with customers on the telephone.
Ability to work well in a team environment.
Excellent organizational and time-management skills to handle multiple tasks.
Detail oriented to ensure accuracy.
Demonstrated problem solving skills to resolve departmental issues.
Basic computer skills and the ability to navigate through multiple systems without assistance.
Appropriate license must be obtained if necessary for the position.
Designations preferred.
Core Competencies
Planning & Organizing
Professional/Technical Knowledge
Service Orientation

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