Client Representative – Business Insurance

Marsh McLennan

. Assist with pre-renewal application assembly, Loss Runs, and Loss Summary .

Posted 11/10/2026full-timeUnited StatesJuniorWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in policy management, client communication, and compliance within the insurance industry. Proficient in processing renewals, endorsements, and invoicing while maintaining strong relationships with clients and underwriters.

Highest-signal resume keywords

Policy ManagementClient CommunicationProperty/Casualty LicenseAnalytical SkillsInsurance Industry Knowledge

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Pre-Renewal Application AssemblyLoss RunsLoss SummaryInvoicingEndorsement OrdersCarrier Change RequestsAuditsDiscrepancy ResolutionOnline Carrier RatingClient Setup

Soft Skills

Team CollaborationRelationship BuildingNegotiation SkillsProblem SolvingPositive Work Atmosphere

Tools & Technologies

SagittaEpicAgency Management System

Certifications & Qualifications

Property/Casualty License

Industry Keywords

Commercial Lines InsuranceUnderwriting GuidelinesBinding AuthorityInsurance Company Markets

Tech Stack

Tools & technologies

Assembly

About the role

Key responsibilities & impact

Assist with pre-renewal application assembly, Loss Runs, and Loss Summary
Prepare pre-renewal entries and communications, gather renewal updates, and assess carrier requirements
Assist the service team in issuing binding documents, processing Auto ID Cards, preparing and issuing certificates of insurance, and invoicing new and renewal policies
Review and prepare new and renewal policies for delivery, ensuring compliance with bind order instructions, company forms, and coverage limits
Complete mid-term policy services, including endorsement orders, carrier change requests, audits, endorsements, discrepancy resolution, cancellations, invoicing, and Agency Management System updates
Identify process improvements and efficiencies and determine implementation strategies
Complete client management workflows, including invoicing, online carrier rating, client setup and communication in Indio, and one-off policy renewals
Complete mandatory policy renewal items according to established timelines and processes
Collaborate with service and sales team members on proposals, renewal premium comparisons, and presentation materials
Maintain positive relationships with clients and company underwriters, ensure timely interactions, minimize errors or omissions, and address client inquiries

Requirements

What you’ll need

High school diploma or equivalent, required
1+ years of experience working in customer service, underwriting, commercial lines insurance for a carrier or broker preferred
Familiarity with insurance company markets, binding authority, and underwriting guidelines preferred
Ability to work well in a team environment, maintain a positive work atmosphere, and develop healthy relationships internally and externally
Strong analytical skills with the ability to negotiate quotations, evaluate client needs, and develop innovative business solutions
Property/Casualty license or ability to attain is required
Some college or higher education is a plus, but not required to apply
Sagitta & Epic Experience is a plus, but not required to apply

Benefits

Comp & perks

Generous time off, including personal and volunteering
Tuition reimbursement and professional development opportunities
Hybrid work
Charitable contribution match programs
Stock purchase opportunities
Robust benefits programs and resources supporting colleague well-being
Meaningful work and personal fulfillment