Business Insurance Senior Client Service Representative, Construction

Marsh McLennan Agency; Orland Park (IL); Hybrid; USD 41,200 - 76,800; Full time

Benefits offered by this job

Generous time off

Tuition reimbursement

Hybrid work

Charitable contribution match

Stock purchase opportunities

Job summary

Marsh McLennan Agency is seeking a Senior Client Service Representative in Orland Park, Illinois. The role involves processing client documents, maintaining data integrity, and providing consultation to clients while adhering to a strong work ethic. Necessary qualifications include a Property and Casualty License and proficiency in Excel and Word. Valuable benefits include generous time off, hybrid work options, and tuition reimbursement. Competitive salary between $41,200 and $76,800 based on experience and qualifications.

Qualifications

• Must obtain Property and Casualty License within 75 days of hire.
• Strong math skills with understanding of accounting principles.
• Must be organized, detail oriented, and efficient.

Responsibilities

• Process policies, endorsements, and audits accurately.
• Prepare client documents for delivery.
• Maintain data integrity in agency management system.
• Provide routine consultation to clients and assist Account Managers.
• Manage certificate holder lists and prepare certificates of insurance.

Skills

Proficiency in Excel and Word

Organized and detail-oriented

Strong work ethic

Basic accounting principles knowledge

Strong math skills

Education

Property and Casualty License

Job description

Senior Client Service Representative

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

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.

Valuable Benefits

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

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.

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, and may include 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.