Client Representative – Business Insurance
Marsh McLennan
full-time
Posted on:
Location Type: Hybrid
Location: Lincoln • New York • United States
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About the role
- Process endorsements, audits, renewals, MVR requests, endorsement requests, certificate requests and other related tasks as needed.
- Invoice endorsements, audits, renewals and new business accurately.
- Compare and update schedules
- Backup for phone and mail duties as needed
- Updating computer database as needed.
- Assist Account Managers and other Associate Account Managers as needed.
- Ensures confidentially of information acquired.
- Provide administrative support including photocopying, faxing, scanning for email and filing.
- Consistently strives to make a positive contribution to customer satisfaction.
Requirements
- High School Diploma or equivalent, some insurance courses preferred.
- Ability to read and comprehend simple instructions, simple business correspondence, short correspondence and memos.
- Ability to add, subtract, multiply and divide.
- Ability to apply common sense understanding to carry out detailed written or oral instructions
- Ability to deal with standardized situations with only occasional or no variables.
- Ability to organize, streamline and prioritize workflow.
- Ability to work in a fast-paced environment.
Benefits
- Generous time off, including personal and volunteering
- Tuition reimbursement and professional development opportunities
- 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.
Soft Skills
customer satisfactionorganizationworkflow prioritizationattention to detailconfidentialityadministrative supportcommunicationcomprehensionproblem-solvingtime management
Certifications
High School Diplomainsurance courses