Senior Client Service Representative, Business Insurance – Construction

Marsh McLennan

. Process policies, endorsements, audits, and other client documents in the agency management system accurately and promptly .

Posted 10/26/2026full-timeUnited StatesSenior💰 $41,200 - $76,800 per yearWebsite

Core Competencies

Role fit

Core Competencies

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

Demonstrates proficiency in processing client documents and managing data within an agency management system, while ensuring compliance with insurance regulations. Strong organizational skills and attention to detail are essential for maintaining accurate records and providing excellent client service.

Highest-signal resume keywords

Property And Casualty LicenseAgency Management System ProficiencyExcel ProficiencyBasic Accounting PrinciplesClient Consultation

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Data EntryRecord CreationInvoice PreparationDocument ManagementPremium Finance AgreementsCoverage VerificationCertificate ManagementMath Skills

Soft Skills

OrganizedDetail OrientedTimelyEfficientService Oriented

Tools & Technologies

ExcelWord

Certifications & Qualifications

Property And Casualty License

Industry Keywords

Client DocumentsEndorsementsAuditsPremium NoticesAccounts ReceivableInsurance Proofs

About the role

Key responsibilities & impact

Process policies, endorsements, audits, and other client documents in the agency management system accurately and promptly
Enter premium-related information to create records and invoices
Prepare client documents for delivery via email, US Mail, or hand delivery
Maintain accurate, up-to-date data in the agency management system
Provide routine consultation to clients and back up Account Managers
Assist with premium, commission, accounting, and accounts receivable issues
Direct clients regarding 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, 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