Client Service Investment Associate assisting in administrative and client support activities for institutional clients. Delivering superior client service and managing client accounts.
MM
Hybrid Senior Client Service Representative, Business Insurance – Surety
Posted 4 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
Job type
Experience level
Salary
Degree requirement
Location requirements
Senior Client Service Representative focused on processing client documents and maintaining data integrity. Assisting clients with consultation and accounting issues in insurance services.
Client Service Administrator at HearingLife Canada assisting clients and ensuring smooth clinic operation. Managing inquiries, scheduling appointments, and providing administrative support in a healthcare setting.
Product Manager enhancing Vista Global’s Client Services technology ecosystem. Focusing on building and improving internal platforms and tools for seamless trip management and communication.
Client Services Associate role at Citi providing support for banking and investment clients. Engaging in client service requests and ensuring compliance adherence.
Client Services Officer coordinating client assessments for Bureau Veritas. Building relationships and ensuring compliance in health and human service standards across various projects.
Client Service Manager at gocomo managing B2B accounts in digital marketing. Focused on relationship building and strategic growth within the agency.
Client Contact Executive managing client enquiries through multiple channels in a hybrid role. Supporting client service initiatives and handling enquiries professionally.
Client Service and Sales Support specialist assisting the sales team at BNY Investments in Milan. Providing administrative and technical support to achieve sales goals.
Client Services Representative managing accounts for Sedgwick, a global risk and claims administration leader. Focusing on customer satisfaction and program management with primary client contact responsibilities.