Hybrid Personal Insurance Client Service Representative

Posted last month

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About the role

  • Client Service Representative at Marsh McLennan Agency managing inquiries and changes for insurance policies. Engaging with clients to ensure coverage and service satisfaction.

Responsibilities

  • Receive phone calls and office visitors requesting changes to existing coverage and/or new policies
  • Determine acceptability and placement make recommendations, complete applications or endorsement requests and collect premium when applicable
  • Review existing accounts to determine if an additional line of insurance or coverage of insurance should be recommended
  • Maintain and develop underwriting knowledge as well as procedures for all carriers using internet sites
  • Assist in meeting monthly pre-established goals
  • Handle all clients with a high level of customer service to ensure excellent customer satisfaction and professionalism at every service contact
  • Inform, educate, and make recommendations to clients about policy coverage, changes, exclusions and insurance coverage needs
  • Perform other duties as requested, including exercising discretion and judgment prioritizing workload

Requirements

  • Property and Casualty License must be obtained within 75 days of the first day of New Hire Onboarding
  • Basic knowledge of personal lines insurance coverage
  • The employee is responsible for adherence to the stated expectations of the E&O Plus Quality Management Program

Benefits

  • Generous time off, including personal and volunteering
  • Tuition reimbursement and professional development opportunities
  • Hybrid work
  • Charitable contribution match programs
  • Stock purchase opportunities

Job title

Personal Insurance Client Service Representative

Job type

Experience level

Mid levelSenior

Salary

$35,600 - $66,200 per year

Degree requirement

High School Diploma

Location requirements

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