Insurance Client Operations Representative

Marsh McLennan Agency; Las Vegas (NV); Hybrid; USD 42,000 - 56,000; Full time

Benefits offered by this job

Generous time off

Tuition reimbursement

Hybrid work

Charitable match programs

Stock purchase opportunities

Inclusive culture

Competitive compensation

Job summary

Marsh McLennan is seeking an Operations Representative for Private Client Services in Las Vegas. The role focuses on prioritizing daily work, data entry in the Agency Management System, and ensuring accuracy and regulatory compliance. You will interact with clients and internal teams, maintaining organized workflows and meeting daily processing goals.

Experience in office settings and strong MS Office skills are required. Hybrid work options and professional development opportunities are offered.

Qualifications

• High School diploma or equivalent.
• 1–2+ years of professional work experience, office/administrative experience preferred.
• Proficient in MS Office (Word, Outlook, Excel, PowerPoint).
• Clear written and verbal communication; strong time management and organization.
• Attention to detail and accuracy in data handling.

Responsibilities

• Prioritize daily workload by time sensitivity and determine required actions.
• Process activities in the Agency Management System and verify data against records.
• Research missing information in the system and notify the servicing agent.
• Escalate issues to Lead Operations Representative or Manager as needed.
• Follow up on open activities to ensure completion and accuracy.
• Maintain up-to-date workflow documentation and ensure adherence.
• Meet daily processing targets and monthly accuracy goals.
• Ensure regulatory compliance and internal policy adherence.

Skills

Communication

Organization

Time management

Attention to detail

Education

High School diploma

Tools

MS Word

MS Outlook

MS Excel

MS PowerPoint

Job description

Operations Representative – Private Client Services – National – Las Vegas

This position will be based out of our Las Vegas office.

Responsibilities

• Upon receiving daily allocation of work, prioritizes based on the time sensitivity of the documents and then determines the appropriate actions to be taken.
• Processes the appropriate activity within the Agency Management System. This may involve data entering account information into the system, checking the information received against the data already entered into the system, and/or cross-checking the information against the carrier system when available.
• On a limited basis, when information for an activity is vague or incomplete, performs research within the Agency Management System to obtain necessary information and notify servicing agent of findings.
• Escalates emerging issues to the Lead Operations Representative or Operations Manager as appropriate.
• Follows up on all personal open activities within the Agency Management System to ensure they are completed.
• Maintains up-to-date workflow documentation and ensures workflows are adhered to when processing individual paperwork.
• Meets or exceeds individual daily processing requirements and monthly accuracy goals.
• Ensures that all regulatory requirements are met and complies with all internal policies and procedures.

Qualifications

• High School diploma.
• 1‑2+ years of professional work experience, office experience with computer‑based work preferred.
• Proficiency in using MS Office tools such as Word, Outlook, Excel, and PowerPoint.
• Excellent written and verbal communication skills to effectively interact with clients and internal customers.
• Excellent organizational and time‑management skills to handle multiple tasks.
• Strong attention to detail with a focus on accuracy.

Additional Qualifications (Plus but not required)

• Strong MS Office skills.
• Ability to prioritize to meet deadlines.
• Previous insurance industry knowledge and expertise.
• Previous experience interacting with clients.

Benefits

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

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