Client Representative - Business Insurance

Marsh•Chesterfield, MO

1d•Hybrid

About The Position

The Client Representative provides assistance to client service team members with billing and processing for new and renewal clients, and performs daily servicing tasks in support of a designated team or book of business. The role may also begin to support a small book of business independently. Success requires the ability to work independently and collaboratively. The position supports insurance pre-renewals, binding documents, policy delivery, mid-term policy services, client management workflows, and preparation of proposals and renewal materials. It also involves maintaining positive relationships with clients and company underwriters, responding to inquiries, and supporting timely, complete interactions to minimize errors or omissions. The role identifies process improvements and helps implement efficiencies within the team.

Requirements

High school diploma or equivalent required.
Property/Casualty license or ability to attain one required.
Ability to work well in a team environment, maintain a positive work atmosphere, and develop healthy internal and external relationships.
Strong analytical skills, including the ability to negotiate quotations, evaluate client needs, and develop business solutions.

Nice To Haves

At least 1 year of experience in customer service, underwriting, or commercial lines insurance for a carrier or broker.
Familiarity with insurance company markets, binding authority, and underwriting guidelines.
Some college or higher education.
Experience with Sagitta and Epic.

Responsibilities

Assist with pre-renewal application assembly, Loss Runs, and Loss Summaries; prepare pre-renewal entries and communications, gather renewal updates, and assess carrier requirements.
Assist the service team with binding documents, including processing Auto ID Cards, preparing templates, issuing certificates of insurance, and invoicing new and renewal policies.
Review and prepare new and renewal policies for delivery, ensuring compliance with bind order instructions, checking company forms, and verifying coverage limits.
Complete mid-term policy services, including receiving endorsement orders, submitting change requests to carriers, reviewing audits and endorsements, resolving discrepancies with clients and carriers, producing certificates of insurance, updating the Agency Management System, invoicing endorsements and audits, and processing cancellations.
Identify process improvement and efficiency opportunities and determine strategies for implementing them within the team.
Perform basic client management workflows, including accurate invoicing, online carrier rating, client setup and communication in Indio, and managing one-off policy renewals with minimal oversight.
Complete mandatory policy renewal items according to established timelines and processes.
Collaborate with service and sales team members to prepare proposals, renewal premium comparisons, and presentation materials.
Maintain positive rapport with clients and company underwriters, ensure timely and complete interactions, engage with clients to provide a positive experience, and address inquiries effectively.