Business Insurance Senior Client Service Representative

Marsh Agency; Orland Park (IL); Hybrid; USD 41,000 - 77,000; Full time

Benefits offered by this job

Hybrid work

Tuition reimbursement

Generous time off

Stock purchase opportunities

Charitable contribution match programs

Job summary

Marsh Agency in Illinois seeks a Senior Client Service Representative to manage client documents, policies, and premium information with accuracy and timeliness. The role supports Account Managers and enhances data integrity across the agency system.

You will prepare and deliver client materials, handle certificates of insurance, and assist with premium and commission accounting while maintaining strong client service standards in a hybrid work environment.

Qualifications

• Must obtain Property & Casualty license within 75 days of onboarding.
• Proficient in Excel and Word.
• Must be organized, detail oriented, timely and efficient.
• Strong work ethic, responsible and service oriented.
• Possession of or ability to obtain state P&C license

Responsibilities

• Process policies, endorsements, audits, and client documents in the agency management system with accuracy and timeliness.
• Prepare client documents for delivery via email, US Mail or hand delivery.
• Maintain data integrity in the agency management system for reports and output documents.
• Provide routine consultation to clients and assist Account Managers as needed.
• Assist with premium and commission accounting issues and payments.
• Access carrier websites for account information and policy documents; obtain quotes as needed.
• Manage certificate holder lists and send renewal certificates, evidence of insurance, ID cards.
• Verify coverage for third parties.
• Set and manage diaries to track account activity.
• Perform other duties as requested.

Skills

Excel

Word

Math skills

Organized

Tools

Agency management system

Job description

Our not-so-secret sauce.

Award-winning, inclusive, Top Workplace culture doesn’t happen overnight. It’s a result of hard work by extraordinary people. The industry’s 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 make your mark as a Senior Client Service Representative at Marsh Agency.

Senior Client Service Representative

Marsh Agency helps people and organizations manage risk and prepare for the future through insurance, benefits, retirement, and wealth management strategies. We believe in hands‑on proactive service, data‑driven insights, and understanding how global events can impact local decisions. As a trusted partner, we show our clients what’s possible and guide them during every step of their journey.

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

We know there are excellent candidates who might not check all of these boxes. Don’t be shy. If you’re close, we’d be very interested in meeting you.

Valuable Benefits.

We value and respect the impact our colleagues make every day both inside and outside of work. Our culture promotes colleague well‑being through robust benefits programs and resources, professional and personal development opportunities, and fulfillment through meaningful 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 Marsh Agency, check us out our website or flip through our recruiting brochure.

Follow us on social media to meet our colleagues and see what makes us tick:

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Who you are is who we are.

We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. We are always seeking those with ethics, talent, and ambition who are interested in joining our client‑focused teams.

Marsh is committed to providing an inclusive work environment. We aim to attract and retain the best, most qualified people and value colleagues of all backgrounds, without regard to age background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, veteran status (including protected veterans), or any other characteristic protected by applicable law.

Marsh and its affiliates are EOE Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers.

If you require an accommodation during the application or interview process, please let us know by contacting [e-mail].

#MarshAgencyMidwest

The applicable base salary range for this role is $41,200 to $76,800.

The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. Decisions will be determined on a case‑by‑case basis. In addition to the base salary, this position may be eligible for performance‑based incentives.

We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs.