Senior Client Service Representative, Business Insurance
Marsh McLennan
full-time
Posted on:
Location Type: Hybrid
Location: Chicago • Illinois • United States
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Salary
💰 $41,200 - $76,800 per year
Job Level
About the role
- 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
- 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
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 & Tools
ExcelWorddata integrityaccounting principlespremium processinginvoice creationdocument preparationclient consultationpolicy processingendorsement processing
Soft Skills
organizeddetail orientedtimelyefficientstrong work ethicresponsiblereliableservice oriented
Certifications
Property and Casualty License