Client Engagement Specialist

J. Smith Lanier & Co., a Marsh & McLennan Agency LLC company

This is an entry-level position, which under the supervision of the Vice President, Employee Health & Benefits Client Relations, is responsible for assisting the production team and external clients with various technology platforms. Prior general knowledge of insurance is not required, but it is definitely a plus.

Areas of responsibilities include, but are not limited to:

  • Assist production teams with special projects as needed
  • Establish, updates and maintain client benefit information on a proprietary app
  • Assist clients relative to issues with proprietary online technologies
  • Meeting and seminar planning including seminar materials as needed
  • Training/onboarding of new internal employees on technologies, and resources
  • Establishment of Client Drip Campaign upon request of production teams
  • Customize client communication campaigns and engagement
  • Assist with system clean up and maintenance
  • Troubleshooting liaison with various online technologies
  • Assist with Client and Prospect meetings
  • Assist production team with portfolio and custom documents for prospects/clients
  • Assist with distribution of educational materials and user guides for online resources


  • Bachelor’s degree in communication or marketing related field preferred
  • Ability to communicate effectively, both oral and written
  • Word, Excel, AMS, Outlook, PowerPoint, Publisher, Internet/Research, Adobe as well as various web-based programs for research, proposals, etc.
  • Excellent command of grammar, punctuation, spelling, and editorial skills
  • Able to prioritize and organize daily tasks independently
  • Well-developed customer service skills with a proactive approach
  • Ability to research and analyze problems independently
  • Must be able to multi-task and be detail oriented
  • Able to self-check for accuracy
  • Proven project management skills
  • Must be able to travel at times
  • Must have resident agents license or obtain within 90 days of employment

Marsh & McLennan Companies and its Affiliates are EOE Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers.

If you are interested in this position, please submit your resume to:

Mail:  PO Box 70, West Point, GA 31833

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