Senior Client Service Specialist, Insurance (Hybrid + Perks)

Construction Association of Michigan; Indiana; Hybride; USD 41 000 - 77 000; Plein temps

Avantages offerts par ce poste

Hybrid work

Tuition reimbursement and professional

Generous time off, including personal

Stock purchase opportunities

Charitable contribution match programs

Résumé du poste

Marsh Agency is seeking a Senior Client Service Representative in Indiana to support client services, process policies and documents, and ensure data accuracy. You will back up Account Managers, assist with premium/commission issues, and coordinate document delivery.

A P&C license is required or obtainable soon, with strong Excel/Word skills and math proficiency. The role offers hybrid work, competitive benefits, and opportunities to grow within a nationwide network of offices.

Qualifications

• Must be proficient in Excel and Word.
• Must be organized, detail oriented, timely and efficient.
• Possession of or ability to obtain state P&C insurance license.
• Strong math skills with an understanding of basic accounting principles.

Responsabilités

• 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 data integrity in the agency management system for accurate reporting.
• Provide routine consultation to clients and back up to Account Managers as needed.
• Assist with accounting issues related to premium and commission discrepancies.

Connaissances

Excel

Word

Organized

Detail oriented

Timely

Efficient

Strong math skills

Formation

Property and Casualty License

Description du poste

Marsh Agency is seeking a Senior Client Service Representative in Indiana to support client services, process policies and documents, and ensure data accuracy. You will back up Account Managers, assist with premium/commission issues, and coordinate document delivery.

A P&C license is required or obtainable soon, with strong Excel/Word skills and math proficiency. The role offers hybrid work, competitive benefits, and opportunities to grow within a nationwide network of offices.