Senior Client Service Rep — Business Insurance (Hybrid)

National Association of Women in Construction; Madison (WI); Hybrid; USD 41,000 - 77,000; Full time

Benefits offered by this job

Generous time off

Tuition reimbursement and professional

Hybrid work

Charitable contribution match

Stock purchase opportunities

Job summary

Marsh is seeking a Senior Client Service Representative in Madison, WI. You will process policies, prepare documents, and maintain data integrity across agency systems, ensuring accurate records and timely invoices.

You will support Account Managers, handle premium and occupancy issues, and interact with carriers to obtain quotes and endorsements. The role requires licensing within 75 days, proficiency in Excel/Word, strong math and detail orientation, and a collaborative, client-focused

Qualifications

• Must obtain Property and Casualty license within 75 days of onboarding.
• Proficient in Excel and Word.
• Excellent organization, attention to detail, timely and efficient.
• Strong math skills with an understanding of basic accounting principles.

Responsibilities

• 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

Skills

Data integrity

Customer service

Education

Property and Casualty License (P&C) required within 75 days of onboarding

Tools

Excel

Word

Job description

Marsh is seeking a Senior Client Service Representative in Madison, WI. You will process policies, prepare documents, and maintain data integrity across agency systems, ensuring accurate records and timely invoices.

You will support Account Managers, handle premium and occupancy issues, and interact with carriers to obtain quotes and endorsements. The role requires licensing within 75 days, proficiency in Excel/Word, strong math and detail orientation, and a collaborative, client-focused