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Senior Client Service Representative, Business Insurance
Marsh McLennan. Process policies, endorsements, audits, and other client documents in the agency management system accurately and timely .
Posted 11/3/2026full-timeSouth Bend • Illinois • United StatesSenior💰 $41,200 - $76,800 per yearWebsite
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates proficiency in processing insurance policies and maintaining data integrity within agency management systems, while providing exceptional client service and support. Strong organizational skills and attention to detail are essential for managing documentation and ensuring timely communication with clients.
Highest-signal resume keywords
Property And Casualty LicenseExcel ProficiencyWord ProficiencyBasic Accounting PrinciplesClient Consultation
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Data EntryPolicy ProcessingInvoice CreationDocument PreparationPremium Finance AgreementsCertificate ManagementCoverage VerificationMath Skills
Soft Skills
OrganizedDetail OrientedTimelyEfficientService Oriented
Tools & Technologies
Agency Management SystemCarrier Websites
Certifications & Qualifications
Property And Casualty License
Industry Keywords
InsuranceClient DocumentsAccounts ReceivablePremium NoticesEndorsements
About the role
Key responsibilities & impact- Process policies, endorsements, audits, and other client documents in the agency management system accurately and timely
- Enter premium-related information to create records and invoices
- Prepare client documents for delivery via email, US Mail, or hand delivery
- Maintain data integrity in the agency management system
- Provide routine consultation to clients and back up Account Managers
- Assist with premium and commission discrepancies and accounts receivable
- Direct clients with payment instructions and premium notices
- Effectuate premium finance agreements and notices of cancellation, rescission, and reinstatement
- Navigate carrier websites to obtain account information and policy documents
- Request, follow up on, 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 account activity progresses effectively
- Perform other duties as requested
Requirements
What you’ll need- 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
Comp & perks- Generous time off, including personal and volunteering
- Tuition reimbursement and professional development opportunities
- Hybrid work
- Charitable contribution match programs
- Stock purchase opportunities
- Health and welfare benefits
- 401K savings and other retirement programs
- Employee assistance programs
- Performance-based incentives may be available
- Competitive total rewards package