Business Insurance Senior Client Service Representative, Construction
Marsh McLennan•Orland Park, IL
•$41,200 - $76,800•Hybrid
About The Position
Marsh McLennan Agency is seeking a Senior Client Service Representative to support business insurance clients, with a focus on construction. The role processes client policies and related documents, maintains accurate records in the agency management system, provides routine client consultation, and supports Account Managers and internal teams. It also involves assisting with premium and commission issues, certificates and other proofs of insurance, carrier website research, and monitoring account activity.
Requirements
- Obtain a Property and Casualty insurance license within 75 days of the first day of New Hire Onboarding.
- Be proficient in Microsoft 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 promptly.
- Enter premium-related information into the system to create records and invoices.
- Prepare client documents for delivery by email, U.S. mail, or hand delivery.
- Maintain accurate, up-to-date data, documents, and fields in the agency management system.
- Provide routine client consultation and back up Account Managers to assist internal and external clients.
- Assist with accounting issues involving premium and commission discrepancies and accounts receivable.
- Direct clients to payment instructions and help them with premium notices from carriers and finance companies.
- Effectuate premium finance agreements and notices of cancellation, rescission, and reinstatement.
- Access carrier websites to obtain account information and policy documents.
- Request and follow up on endorsements or obtain quotes as necessary.
- Manage certificate holder lists.
- 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 progresses effectively.
- Perform other duties as requested.
Benefits
- Generous time off, including personal time and volunteering.
- Tuition reimbursement and professional development opportunities.
- Hybrid work arrangement.
- Charitable contribution match programs.
- Stock purchase opportunities.
- Health and welfare benefits.
- 401(k) savings and other retirement programs.
- Employee assistance programs.
- May be eligible for performance-based incentives.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
No Education Listed
