Business Insurance Senior Client Service Representative, Construction

About the role

Marsh McLennan Agency combines the personalized service model of a local consultant with the global resources of the world’s leading professional services firm, Marsh (NYSE: MRSH). As a Senior Client Service Representative at Horton, a Marsh business, you’ll drive purposeful work and meaningful impact within our award-winning, inclusive, and top workplace culture.

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 backup to Account Managers to assist internal and external clients.
• Assist with accounting issues relative to premium and commission discrepancies and accounts receivable; help direct clients with payment instructions, receipt of 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; 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.

Requirements

• Property and Casualty License must be obtained within 75 days of the first day of New Hire Onboarding.
• Proficient in Excel and Word.
• Organized, detail-oriented, timely, and efficient.
• Strong work ethic, responsible, reliable, and service-oriented.
• Possession of or ability to obtain state P&C insurance license.
• Strong math skills with an understanding of basic accounting principles.

Benefits

• Generous time off, including personal and volunteering days.
• Tuition reimbursement and professional development opportunities.
• Hybrid work options.
• Charitable contribution match programs.
• Stock purchase opportunities.
• Health and welfare benefits, including employee assistance programs.
• 401K savings and other retirement programs.

Pay

The applicable base salary range for this role is $41,200 to $76,800. The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. This position may also be eligible for performance-based incentives.