Commercial Lines Customer Service Representative
About The Position
Marsh McLennan Agency's East Region is a leader in the employee benefits marketplace. Our associates simplify employee health and welfare benefits and risk management for regional, national, Fortune 500 and Fortune 1000 companies. We value integrity, collaboration, passion, innovation, and accountability, and we are committed to making a difference in the moments that matter for our colleagues, clients, and communities. The CSR will provide prompt, accurate, courteous service to customers, producers and company personnel. Provide, with positive attitude, a high level of support in obtaining, maintaining, expanding and servicing commercial accounts.
Requirements
- Must secure an insurance license within 90 days of employment.
- College degree preferred but willing to consider other related experience
- Proficient in Microsoft Office Products including Microsoft Word, Excel, and Outlook.
- Excellent listening skills and attention to detail are important.
- Ability to thrive in a fast-paced office environment, working both collaboratively and independently, to meet deadlines on multiple projects simultaneously.
Nice To Haves
- Knowledge of Commercial Insurance and products is preferred, but not required.
Responsibilities
- Data Entry and Administrative support for Commercial Lines Account Managers & Producers as assigned.
- Checkâin endorsements and prepare letter for Account Manager/Producer
- Checkâin audits and prepare letter for Account Manager/Producer
- Check in renewal policies and prepare letter for Account Manager/Producer
- Process company downloads and attach to files as required.
- Prepare Certificates of Insurance, Evidence of Insurance and Auto ID cards.
- Prepare Summary of Insurance and Renewal Proposals.
- Prepare cancellation letters when required
- Set up and prepare new account files per agency procedures
- Prioritize work load and/or request for assistance as required
- Documents all conversations with insureds and/or carriers within the agency's management system
- Immediately report all malfunctions of system software to the systems manager
- Participate in seminars and classes for skill and knowledge development.
- Assume other job responsibilities as assigned by Department Manager
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Industry
Insurance Carriers and Related Activities
