Vice President, Client Service – Media
Kantar
Senior Client Service Representative
Marsh McLennan
full-time
Posted on:
Location Type: Hybrid
Location: Orland Park • Illinois, Minnesota, Wisconsin • 🇺🇸 United States
Visit company websiteSalary
💰 $40,200 - $74,900 per year
Job Level
Senior
About the role
- Process policies, endorsements, audits, and other client documents in the agency management system
- 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.
- Provide routine consultation to clients and act as back up to Account Managers.
- Assist with accounting issues relative to premium and commission discrepancies.
- Help direct clients with payment instructions, receipt of various premium notices.
- Effectuate premium finance agreements and notices of cancellation, rescission and reinstatement.
- Access and navigate carrier websites to obtain account information and policy documents.
- Manage certificate holder lists.
- Prepare and send renewal and midterm certificates of insurance, evidence of property insurance, and other proofs of insurance.
- Verify coverage for third parties.
- Set and manage diaries to ensure all account activity is progressing effectively.
Requirements
- 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.
Benefits
- Generous time off, including personal and volunteering
- Tuition reimbursement and professional development opportunities
- Hybrid work
- Charitable contribution match programs
- Stock purchase opportunities
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
data integritypremium processingaccounting principlesinvoice creationdocument preparationpolicy verificationcertificate managementpremium finance agreementsclient consultationdiscrepancy resolution
Soft skills
organizeddetail orientedtimelyefficientstrong work ethicresponsiblereliableservice oriented
Certifications
Property and Casualty License
