Senior Client Service Rep – Commercial Insurance (Hybrid)

National Association of Women in Construction; Springfield, Northern (IL, KY); Hybrid; USD 41,000 - 77,000; Full time

Benefits offered by this job

Hybrid work

Tuition reimbursement

Professional development

Generous time off

Stock purchase plan

Charitable contribution match programs

Job summary

Marsh is hiring a Senior Client Service Representative to process policies, prepare documents, and maintain data integrity in our agency management system. You will support Account Managers and help clients with premium and certificate requests.

The role requires a Property & Casualty license within 75 days, proficiency in Excel and Word, strong math skills, and an organized, reliable work ethic. Hybrid work and a comprehensive benefits package are offered.

Qualifications

• 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

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

Excel

Word

Strong math skills

Organized

Detail oriented

Timely and efficient

Education

Property and Casualty license within 75 days

P&C insurance license (state)

Tools

Agency management system

Job description

Marsh is hiring a Senior Client Service Representative to process policies, prepare documents, and maintain data integrity in our agency management system. You will support Account Managers and help clients with premium and certificate requests.

The role requires a Property & Casualty license within 75 days, proficiency in Excel and Word, strong math skills, and an organized, reliable work ethic. Hybrid work and a comprehensive benefits package are offered.