Small Business Senior Client Service Representative

Marsh McLennan•Orland Park, IL

72d•Hybrid

About The Position

Senior Client Service Representative Our not-so-secret sauce. Award-winning, inclusive, Top Workplace culture doesn't happen overnight. It's a result of hard work by extraordinary people. More than 11,000 of the industry's brightest talent drive our efforts to deliver purposeful work and meaningful impact every day. Learn more about what makes us different and how you can thrive as a Senior Client Service Representative at Horton, a Marsh McLennan Agency (MMA). MMA provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With 200 offices across North America, we combine the personalized service model of a local consultant with the global resources of the world's leading professional services firm, Marsh McLennan (NYSE: MMC). What You Do Senior Client Service Representative Process policies, endorsements, audits, and other client documents in the agency management system with a focus on accuracy and timeliness. Enter premium related information into the system to create records and invoices. Prepare client documents for delivery via email, US Mail or hand delivery. Maintain an outstanding level of data integrity in the agency management system so that all fields, documents, and data are accurate, up to date and flow properly to reports and other output documents. Provide routine consultation to clients and act as back up to Account Managers in order to assist internal and external clients as much as possible. Assist with accounting issues relative to premium and commission discrepancies and accounts receivable. Help direct clients with payment instructions, receipt of various premium notices from carriers and finance companies. Effectuate premium finance agreements and notices of cancellation, rescission and reinstatement. Access and navigate carrier websites to obtain account information and policy documents. May request, follow up, and review 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 all account activity is progressing effectively. Perform other duties as requested

Requirements

Property and Casualty License must be obtained within 75 days of the first day of New Hire Onboarding
Must be proficient in Excel and Word.
Must be organized, detail oriented, timely and efficient
Strong work ethic, responsible, reliable, service oriented
Possession of or ability to obtain state P&C insurance license
Strong math skills with an understanding of basic accounting principles

Responsibilities

Process policies, endorsements, audits, and other client documents in the agency management system with a focus on accuracy and timeliness.
Enter premium related information into the system to create records and invoices.
Prepare client documents for delivery via email, US Mail or hand delivery.
Maintain an outstanding level of data integrity in the agency management system so that all fields, documents, and data are accurate, up to date and flow properly to reports and other output documents.
Provide routine consultation to clients and act as back up to Account Managers in order to assist internal and external clients as much as possible.
Assist with accounting issues relative to premium and commission discrepancies and accounts receivable.
Help direct clients with payment instructions, receipt of various premium notices from carriers and finance companies.
Effectuate premium finance agreements and notices of cancellation, rescission and reinstatement.
Access and navigate carrier websites to obtain account information and policy documents.
May request, follow up, and review 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 all account activity is progressing effectively.
Perform other duties as requested