Business Insurance Senior Client Service Representative, Construction

Marsh • Orland Park, IL

7d • $41,200 - $76,800 • Hybrid

About The Position

Marsh Agency is hiring a Senior Client Service Representative to support business insurance clients, with a focus on construction. The role processes policy and client documentation, maintains accurate agency management system records, provides routine client consultation, and backs up Account Managers. It also supports premium and commission accounting matters, handles insurance certificates and other proofs of coverage, and coordinates account activity to ensure it progresses effectively.

Requirements

• Obtain a Property and Casualty license within 75 days of the first day of New Hire Onboarding.
• Be proficient in Excel and Word.
• Be organized, detail-oriented, timely, and efficient.
• Have a strong work ethic and be responsible, reliable, and service-oriented.
• Possess or be able to obtain a state Property and Casualty insurance license.
• Have strong math skills and an understanding of basic accounting principles.

Responsibilities

• Process policies, endorsements, audits, and other client documents in the agency management system accurately and on time.
• Enter premium-related information into the system to create records and invoices.
• Prepare client documents for delivery by email, US Mail, or hand delivery.
• Maintain accurate and up-to-date data, fields, and documents in the agency management system.
• Provide routine consultation to clients and serve as backup to Account Managers.
• Assist with premium and commission discrepancies and accounts receivable.
• Direct clients regarding payment instructions and premium notices received from carriers and finance companies.
• Effectuate premium finance agreements and notices of cancellation, rescission, and reinstatement.
• Use carrier websites to obtain account information and policy documents; request, follow up on, and review endorsements or obtain quotes as needed.
• Manage certificate-holder lists and prepare and send renewal and midterm certificates of insurance, evidence of property insurance, auto ID cards, and other proofs of insurance.
• Verify coverage for third parties.
• Set and manage diaries to ensure account activity is progressing effectively.
• Perform other duties as requested.

Benefits

• Generous time off, including personal and volunteering time.
• Tuition reimbursement and professional development opportunities.
• Hybrid work.
• Charitable contribution match programs.
• Stock purchase opportunities.
• Health and welfare benefits.
• Tuition assistance.
• 401K savings and other retirement programs.
• Employee assistance programs.
• Potential eligibility for performance-based incentives.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: No Education Listed