Client Representative - Business Insurance

Marsh McLennan•Overland Park, KS

1d•Hybrid

About The Position

The Client Representative – Business Insurance at Marsh Agency provides assistance to client service team members with billing and processing for new and renewal clients. The role handles daily servicing tasks for a designated team or book of business and may begin supporting a small book independently. The ability to work both independently and collaboratively is important. Responsibilities include supporting pre-renewal work, preparing and delivering policy documents, processing certificates and invoices, handling mid-term policy services, maintaining agency system records, and completing policy renewal workflows. The representative works with clients, underwriters, and service and sales colleagues to address inquiries, prepare proposals and renewal materials, and provide timely, accurate service. The role also identifies opportunities to improve team processes. Marsh Agency describes itself as a partner helping people and organizations manage risk through insurance, benefits, retirement, and wealth management strategies. The company promotes an inclusive work environment and offers professional and personal development resources and colleague well-being programs.

Requirements

High school diploma or equivalent.
Property/Casualty license or ability to attain one.
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.
Sagitta and Epic experience.

Responsibilities

Assist with pre-renewal application assembly, loss runs, and loss summaries as needed.
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, checking bind order instructions, company forms, and coverage limits.
Complete mid-term policy services, including receiving endorsement orders, submitting change requests to carriers, reviewing audits and endorsements, and resolving discrepancies with clients and carriers.
Produce certificates of insurance and update the Agency Management System, including invoicing endorsements and audits and processing cancellations.
Identify process improvements and efficiencies and determine implementation strategies within the team.
Complete basic client-management workflows, including invoicing, online carrier rating, client setup and communication in Indio, and 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 relationships with clients and company underwriters, ensuring timely and complete interactions to minimize errors or omission claims.
Engage with clients to provide a positive experience and address inquiries.