Business Insurance Senior Client Service Representative

MMC; South Bend (IN); Hybrid; USD 44,000 - 69,000; Full time

Benefits offered by this job

Hybrid work

Tuition reimbursement

Stock purchase opportunities

Generous time off

Job summary

Marsh, Horton division, is seeking a Senior Client Service Representative in Indiana to support client accounts with policy processing, documentation, and certificate issuance. The role emphasizes accuracy, timely processing, and back-up support for Account Managers.

The ideal candidate will hold a Property & Casualty license (or obtain within 75 days), be proficient with Excel and Word, and demonstrate strong organizational and math skills. Hybrid work and a robust benefits package are offered.

Qualifications

• Proficient in Excel and Word.
• Must be organized, detail oriented, timely and efficient.
• Strong work ethic, responsible, reliable, service oriented.

Responsibilities

• Process policies, endorsements, audits, and other client documents in the agency management system with 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 data integrity in the agency management system so fields and documents flow to reports.
• Provide routine consultation to clients and back up Account Managers as needed.
• Assist with accounting issues related to premium and commission discrepancies and accounts receivable.
• Help clients with payment instructions and premium notices from carriers and finance companies.
• Manage certificates of insurance and renewal documents.
• Verify coverage for third parties.
• Set and manage diaries to track account activity.

Skills

Excel

Word

Data accuracy

Organized

Detail-oriented

Strong math skills

Client service mindset

Education

Property & Casualty License within 75 days

State P&C insurance license

Tools

Agency management system

Job description

Senior Client Service Representative

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. More than 11,000 of 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 thrive as a Senior Client Service Representative at Horton, a Marsh business.

Marsh provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With 200 offices across North America, we combine the personalized service model of a local consultant with the global resources of the world's leading professional services firm, Marsh (NYSE: MRSH).

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

• 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.
• Valuable benefits. We value and respect the impact our colleagues make every day both inside and outside our organization. We've built a culture that promotes colleague well-being through robust benefit programs and resources, encourages professional and personal development, and celebrates opportunities to pursue the projects and causes that give colleagues fulfilment outside of 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, check us out online: http://marshmma.com/careers or flip through our recruiting brochure: https://bit.ly/3Qpcjmw

We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and a comprehensive well-being platform. The base salary range for this role is $43,600 to $69,400. 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. Applications will be accepted until: December 1, 2026.

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