Senior Insurance Client Service Specialist | Hybrid

Marsh; Orland Park (IL); Hybrid; USD 41,000 - 77,000; Full time

Benefits offered by this job

Hybrid work

Generous time off

Tuition reimbursement and professional

Charitable contribution match programs

Stock purchase opportunities

Job summary

Marsh McLennan Agency in the United States is seeking a Senior Client Service Representative to process policies, endorsements and client documents with precision and timeliness. You will support Account Managers, maintain data integrity, and assist with premium-related accounting tasks.

The role requires proficiency in Excel and Word, strong organizational and math skills, and the ability to obtain a state P&C license within 75 days. Hybrid work and generous benefits are offered.

Qualifications

• Property and Casualty License must be obtained within 75 days of onboarding
• Proficient in Excel and Word
• 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

Attention to detail

Organizational skills

Customer service

Strong math skills

Timeliness

Education

Property and Casualty License

Tools

Excel

Word

Job description

Marsh McLennan Agency in the United States is seeking a Senior Client Service Representative to process policies, endorsements and client documents with precision and timeliness. You will support Account Managers, maintain data integrity, and assist with premium-related accounting tasks.

The role requires proficiency in Excel and Word, strong organizational and math skills, and the ability to obtain a state P&C license within 75 days. Hybrid work and generous benefits are offered.