IT Infrastructure Management Specialist responsible for optimizing IT systems and managing project risks while interacting with Japanese clients. Involves collaboration with cross - function teams and effective communication with stakeholders.
MM
Hybrid Senior Client Service Representative, Business Insurance – Surety
Posted 5 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
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