Business Insurance Senior Client Service Representative
About the job
- Must obtain a Property and Casualty insurance license 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.
- Must have a strong work ethic and be responsible, reliable, and service-oriented.
- Must possess or be able to obtain a state Property and Casualty insurance license.
- Must have strong math skills and understand basic accounting principles.
- Process policies, endorsements, audits, and other client documents in the agency management system accurately and promptly, and enter premium-related information to create records and invoices.
- Prepare client documents for delivery by email, U.S. mail, or hand delivery.
- Maintain data integrity in the agency management system by keeping fields, documents, and data accurate and up to date so they flow properly to reports and other output documents.
- Provide routine consultation to clients and back up Account Managers to assist internal and external clients.
- Assist with accounting issues related to premium and commission discrepancies and accounts receivable. Direct clients on payment instructions and receipt of premium notices from carriers and finance companies, and effectuate premium finance agreements and notices of cancellation, rescission, and reinstatement.
- Access and navigate carrier websites to obtain account information and policy documents; request, follow up on, and review endorsements or obtain quotes as needed.
- Manage certificate-holder lists and prepare and send renewal and midterm certificates of insurance, evidence of property insurance, auto identification cards, and other proofs of insurance.
- Verify coverage for third parties.
- Set and manage diaries to ensure account activity progresses effectively.
About the company
Marsh & McLennan Companies, which operates under the Marsh brand, is an insurance broker and consulting group serving businesses, governments and institutions worldwide. Its Marsh Risk unit arranges property, casualty, cyber and employee-benefit coverage, while Guy Carpenter places reinsurance for insurers. Mercer advises employers on pay, benefits, retirement and investments, and Oliver Wyman, Lippincott and NERA handle strategy, brand and economic consulting. Brokers earn commissions and fees from placing coverage, and consultants bill client fees or charge fees based on assets or plan members. The company traces its roots to 1871 and is headquartered in New York City.
Company Size
10,001+
Company Stage
N/A
Total Funding
N/A
Headquarters
New York, NY
Founded
1871
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Simplify's Take
What believers are saying
- Consulting drives growth: Mercer and Oliver Wyman's group grew 8% organically in the June 2026 quarter, versus 3% for broking.
- Profits cushion jobs: Marsh kept about 27 cents of operating profit per sales dollar in 2025, before one-time costs.
- Many career paths under one employer: 95,000+ colleagues span broking, reinsurance, benefits and strategy consulting in 130 countries.
What critics are saying
- Expect cuts: Thrive, announced October 2025, sets aside $500 million, mostly severance and technology, to save $400 million yearly.
- Pricing works against broking: Marsh's index shows commercial rates fell 6% in the June 2026 quarter, an eighth straight drop.
- Back-office roles are being consolidated: a Business and Client Services unit is pooling operations and technology teams company-wide.
What makes Marsh & McLennan unique
- Consulting is a third of the business: Mercer and the Oliver Wyman group earned 36% of 2025 revenue.
- Investment management sets it apart: Mercer is the world's largest outsourced chief investment office, running portfolios for institutions.
- Scale sets it apart: 2025 revenue grew 10% to $27.0 billion across broking, reinsurance and consulting.
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