Insurance Account Handler supporting client portfolios and building relationships in Swansea. Offering a hybrid work model with focus on client interaction and customer service.
MM
Hybrid Senior Client Service Representative, Business Insurance – Construction
Posted 5 days ago
About the role
- Senior Client Service Representative processing client documents and providing support for insurance solutions at Marsh. Handling tasks related to policy management, client relations, and data accuracy under a hybrid work model.
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
Requirements
- Property and Casualty License must be obtained within 75 days of the first day of New Hire Onboarding
- Must be proficient in Excel and Word.
- Must be 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.
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
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