Business Insurance Senior Client Service Representative
Business Insurance Senior Client Service Representative
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$ 40200 - 74900
1 Vacancy
Job Description
Company:
Marsh McLennan AgencyDescription:
Senior Client Service Representative
Our notsosecret sauce.
Awardwinning inclusive Top Workplace culture doesnt happen overnight. Its a result of hard work by extraordinary people. More than 11000 of the industrys 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 worlds leading professional services firm Marsh McLennan (NYSE: MMC).
What You Do
- 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
Your Education and Experience
Required
- 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
Valuable benefits.
We value and respect the impact our colleagues make every day both inside and outside our organization. Weve built a culture that promotes colleague wellbeing through robust benefit programs and resources encourages professional and personal development and celebrates opportunities to pursue the projects and causes that give colleagues fulfilment outside of work.
Some benefits included in this role are:
- Generous time off including personal and volunteering
- Tuition reimbursement and professional development opportunities
- Hybrid work
- Charitable contribution match programs
- Stock purchase opportunities
To learn more about a career at MMA check us out online: http://marshmma/careers or flip through our recruiting brochure: us on social media to meet our colleagues and see what makes us tick:
Required Experience:
Senior IC
Employment Type
Full-Time
