Insurance Client Service Pro - Hybrid Work & Growth

Marsh McLennan Agency; Orland Park (IL); Hybrid; USD 36,000 - 66,000; Full time

Benefits offered by this job

Hybrid work

Tuition reimbursement and professional

Stock purchase opportunities

Generous time off including personal &

Charitable contribution match programs

Job summary

Marsh McLennan Agency in Orland Park, IL is seeking a Client Service Representative to support renewal processes, certificates, and client communications. You will review contracts, manage data in the Agency Management System, and coordinate with internal teams to resolve service issues.

The role requires a Property and Casualty license within 75 days, proficiency with Outlook/Excel/Word, and a commitment to advancing insurance knowledge through training.

Qualifications

• Property and Casualty license must be obtained within 75 days of onboarding.
• Proficiency with Outlook, Excel and Word is required.
• Commitment to advancing insurance knowledge via training and obtaining designation.
• Adherence to the E&O Plus Quality Management Program.

Responsibilities

• Prepare and send Renewal and Mid-term Certificate of Insurance and Evidence of Property Insurance forms.
• Review contracts to ensure that requirements are met by insurance policies.
• Communicate with clients and internal and external stakeholders regarding service issues.
• Maintain file documentation of forms and supplements for attachment to certificates.
• Verify coverage for third parties.
• Manage data in Agency Management System.
• Process Agency Bill Invoices upon instructions from account team.
• Perform other duties as requested.

Skills

Property and Casualty license

Microsoft Outlook

Microsoft Excel

Microsoft Word

Insurance knowledge training

Quality Management Program adherence

Job description

Marsh McLennan Agency in Orland Park, IL is seeking a Client Service Representative to support renewal processes, certificates, and client communications. You will review contracts, manage data in the Agency Management System, and coordinate with internal teams to resolve service issues.

The role requires a Property and Casualty license within 75 days, proficiency with Outlook/Excel/Word, and a commitment to advancing insurance knowledge through training.