Senior Insurance Client Success Specialist - Hybrid & Perks

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

Benefits offered by this job

Hybrid work

Tuition reimbursement

Stock purchase opportunities

Generous time off

Charitable contribution match programs

401K savings

Job summary

Marsh McLennan Agency in Chicago seeks a Senior Client Service Representative to process policies, prepare documents, and maintain data integrity. You will support Account Managers and handle premium-related tasks, with licensing timelines and a hybrid work model.

The role requires Property & Casualty license within 75 days, proficiency in Excel/Word, and strong organizational and math skills. Competitive benefits and career growth 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.

Responsibilities

• Process policies, endorsements, audits, and other client documents with accuracy and timeliness.
• Prepare client documents for delivery via email, US Mail or hand delivery.
• Maintain data integrity in the agency management system so that fields, documents, and data are accurate and current.
• Provide routine consultation to clients and back up to Account Managers.
• Assist with accounting issues related to premium and commissions; direct clients with payments and premium notices.
• Access carrier websites to obtain account information and policy documents; request endorsements or quotes as needed.
• Manage certificate holder lists; prepare and send renewal and midterm certificates of insurance and proofs.
• Verify coverage for third parties.
• Set and manage diaries to track activity.
• Perform other duties as requested.

Skills

Excel

Word

Data entry

Attention to detail

Organization

Math skills

Customer service

Education

Property and Casualty license within 75 days

P&C insurance license

Job description

Marsh McLennan Agency in Chicago seeks a Senior Client Service Representative to process policies, prepare documents, and maintain data integrity. You will support Account Managers and handle premium-related tasks, with licensing timelines and a hybrid work model.

The role requires Property & Casualty license within 75 days, proficiency in Excel/Word, and strong organizational and math skills. Competitive benefits and career growth are offered.