Senior Client Service Representative - Business Insurance

Marsh McLennan•Dayton, OH
•$40,230 - $74,865•Hybrid

About The Position

Marsh McLennan Agency Midwest is a full-service brokerage offering business insurance, employee benefits, private client insurance, and retirement services. The Senior Client Service Representative focuses on exceptional client service and oversees insurance programs, manages transactions, updates client information, and negotiates coverage terms. Working closely with the account servicing team, the representative addresses inquiries, maintains data integrity, and interprets complex insurance documents. The agency describes its workplace as client-focused, productive, results-driven, and supportive of creativity and professional growth. The position offers flexibility to work from home or an office for most positions, based on the colleague’s discretion and schedule. The applicable base salary range is $40,230 to $74,865, with possible performance-based incentives. Compensation is determined case by case based on factors including experience, skills, training, location, certifications, and education.

Requirements

  • At least 2 years of experience in commercial Property & Casualty insurance at an agency or related company.
  • Excellent written and verbal communication skills for servicing customers.
  • Self-starter with strong organization, problem-solving, and time-management skills to meet deadlines.
  • Detail-oriented and able to handle a wide variety of tasks.
  • Able to interpret insurance policies, applications, and proposals.
  • Proficient with Excel spreadsheets and Word documents, and able to learn Agency Management Systems.
  • Able to work on a fast-paced, high-energy team while maintaining a positive attitude.

Nice To Haves

  • Property & Casualty license preferred, or ability to obtain one upon hire.
  • BS/BA in Business, Insurance, or a related field.

Responsibilities

  • Provide exceptional client service.
  • Oversee insurance programs.
  • Manage transactions and update client information.
  • Negotiate coverage terms.
  • Collaborate with the account servicing team to address inquiries.
  • Maintain data integrity.
  • Interpret complex documents, including insurance policies, applications, and proposals.

Benefits

  • Medical, dental, and vision benefits.
  • Employer-paid HSA contributions.
  • 401(k) match and other retirement programs.
  • Flexibility to work from home or an office, based on discretion and schedule, for most positions.
  • 20 days of paid time off to start.
  • Tuition reimbursement.
  • Designation and certification support and bonuses.
  • Paid day off to volunteer and company-organized volunteer events.
  • Matching charitable donations up to $1,000 per year.
  • Wellness rewards up to $750 per year.
  • Health and welfare benefits.
  • Employee assistance programs.
  • Potential performance-based incentives.
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