Senior Client Service Representative, Business Insurance

Marsh McLennan

Processing client documents and maintaining data integrity in agency management systems at Marsh McLennan. Assisting clients and Account Managers with various insurance-related tasks and inquiries.

Posted 5/12/2026full-timeWaukesha • Wisconsin • 🇺🇸 United StatesSenior💰 $41,200 - $76,800 per yearWebsite

About the role

Key responsibilities & impact

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

What you’ll need

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

Comp & perks

Generous time off, including personal and volunteering
Tuition reimbursement and professional development opportunities
Hybrid work
Charitable contribution match programs
Stock purchase opportunities

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

data integrityaccounting principlespremium finance agreementspolicy processinginvoice creationdocument preparationendorsement reviewquote obtainingcertificate managementcoverage verification

Soft Skills

organizeddetail orientedtimelyefficientstrong work ethicresponsiblereliableservice oriented

Certifications

Property and Casualty License