Client Care Specialist at Gateway Services providing quality customer service in pet aftercare. Responsible for customer interactions, product knowledge, and administrative tasks while ensuring client satisfaction.
MM
Hybrid Senior Client Service Representative, Business Insurance – Surety
Posted 2 months ago
About the role
- Senior Client Service Representative processing policies and client documents at Marsh McLennan Agency. Ensuring data integrity and assisting Account Managers with client consultations and accounting issues.
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.
- Provide routine consultation to clients and act as back up to Account Managers.
- 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.
- 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.
Requirements
- Required 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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