Insurance Client Operations Representative
Marsh McLennan Agency
Operations Representative – Private Client Services, National, Las Vegas As an Operations Representative on the Private Client Services team, you will be responsible for accurately and timely processing of client paperwork, including new policies, renewals, endorsements, rewrites, and cancellations. Location This position is based in the Las Vegas office. Responsibilities Upon receiving daily allocation of work, prioritize based on the time sensitivity of the documents and then determine the appropriate actions to be taken. Process the appropriate activity within the Agency Management System. This may involve data entry of account information into the system, checking the information received against the data already entered into the system, and/or cross‑checking the information against the carrier system when available. On a limited basis, when information for an activity is vague or incomplete, perform research within the Agency Management System to obtain necessary information and notify the servicing agent of findings. Escalate emerging issues to the Lead Operations Representative or Operations Manager as appropriate. Follow up on all personal open activities within the Agency Management System to ensure they are completed. Maintain up-to-date workflow documentation and ensure workflows are adhered to when processing individual paperwork. Meet or exceed individual daily processing requirements and monthly accuracy goals. Ensure that all regulatory requirements are met and comply with all internal policies and procedures. Qualifications High school diploma. 1–2+ years of professional work experience, office experience with computer‑based work preferred. Proficiency in using MS Office tools (Word, Outlook, Excel, PowerPoint). Excellent written and verbal communication skills to effectively interact with clients and internal customers. Excellent organizational and time‑management skills to handle multiple tasks. Strong attention to detail with a focus on accuracy. Additional Qualifications Strong MS Office skills. Ability to prioritize to meet deadlines. Previous insurance industry knowledge and expertise. Previous experience interacting with clients. Benefits Generous time off, including personal and volunteering days. Tuition reimbursement and professional development opportunities. Hybrid and flexible work options. Charitable contribution match programs. Stock purchase opportunities. Inclusive culture. Competitive compensation. Equal Opportunity Marsh McLennan and its affiliates are EOE Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers. #J-18808-Ljbffr Marsh McLennan Agency
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