Senior Client Service Rep – Insurance (Hybrid)

Austin NAWIC; Indiana; Hybrid; USD 41,000 - 77,000; Full time

Benefits offered by this job

Generous time off

Tuition reimbursement

Hybrid work

Charitable match

Stock purchase plan

Job summary

Marsh Agency in the United States is seeking a Senior Client Service Representative to manage policy processing, document preparation, and client communications with accuracy and timeliness.

The role requires a Property and Casualty license (or ability to obtain one within 75 days) and proficiency in Excel and Word. A strong work ethic, organization, and solid math skills are essential; the position offers hybrid work and a comprehensive benefits package.

Qualifications

• Property and Casualty license must be obtained within 75 days of onboarding.
• Proficient in Microsoft 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.
• Prepare client documents for delivery via email, US Mail or hand delivery.
• Maintain data integrity in the agency management system so fields and documents are accurate and up to date.
• Provide routine consultation to clients and back up to Account Managers as needed.
• Assist with accounting issues related to premiums, commissions, and accounts receivable; explain payment instructions and insurance notices.
• Access carrier websites to obtain account information and policy documents; obtain quotes as necessary.
• Manage certificate holder lists; prepare and send renewal and midterm certificates of insurance and other proofs.
• Verify coverage for third parties.
• Set and manage diaries to track account activity.

Skills

Excel proficiency

Detail oriented

Organized

Strong work ethic

Math skills

Education

Property and Casualty License

Tools

Excel

Word

Job description

Marsh Agency in the United States is seeking a Senior Client Service Representative to manage policy processing, document preparation, and client communications with accuracy and timeliness.

The role requires a Property and Casualty license (or ability to obtain one within 75 days) and proficiency in Excel and Word. A strong work ethic, organization, and solid math skills are essential; the position offers hybrid work and a comprehensive benefits package.