Client Representative - Business Insurance

Client Representative Business Insurance

Award-winning, inclusive, Top Workplace culture doesn't happen overnight. It's a result of hard work by extraordinary people. The industry's brightest talent drive our efforts to deliver purposeful work and meaningful impact every day. Learn more about what makes us different and how you can make your mark as Client Representative at Marsh Agency.

Marsh Agency helps people and organizations manage risk and prepare for the future through insurance, benefits, retirement, and wealth management strategies. We believe in hands-on proactive service, data-driven insights, and understanding how global events can impact local decisions. As a trusted partner, we show our clients what's possible and guide them during every step of their journey.

A day in the life.

The Client Representative position provides assistance to client service team members in the billing and processing of all new and renewal clients. This role is responsible for a variety of daily servicing tasks in support of a designated team or book of business. This role may also begin to support a small book of business independently. The ability to work independently and on a team is critical in this role.

Assist with pre-renewal application assembly, Loss Runs, and Loss Summary as needed. Prepare Pre-Renewal entries and communications, gather renewal updates, and assess carrier requirements.

Assist the service team in issuing binding documents including the processing of Auto ID Cards, preparing templates 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, checking company forms, and verifying coverage limits.

Complete mid-term policy services, including receiving endorsement orders, submitting change requests to carriers, reviewing audits and endorsements, and resolving discrepancies with clients and carriers. Produce certificates of insurance and update the Agency Management System as necessary, including invoicing endorsements and audits and processing cancellations.

Identify opportunities for process improvements and efficiencies, determining strategies for implementation within the team.

Perform all basic workflows related to client management, including accurate invoicing, online rating on carrier websites, client setup and communication in Indio, and managing one-off policy renewals with minimal oversight. Complete mandatory items for policy renewals according to established timelines and processes.

Collaborate with other service and sales team members to prepare proposals, renewal premium comparisons, and presentation materials.

Maintain a positive rapport with clients and company underwriters, ensuring timely and complete interactions to minimize error or omission claims. Engage in client interactions to ensure a positive experience and effectively address inquiries.

Our future colleague.

We'd love to meet you if your professional track record includes these skills:

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.

These additional qualifications are a plus, but not required to apply:

Some college or higher education

Sagitta & Epic Experience

We know there are excellent candidates who might not check all of these boxes. Don't be shy. If you're close, we'd be very interested in meeting you.

Valuable benefits.

We value and respect the impact our colleagues make every day both inside and outside of work. Our culture promotes colleague well-being through robust benefits programs and resources, professional and personal development opportunities, and fulfillment through meaningful work.

Some benefits included in this role are:

Generous time off, including personal and volunteering

Tuition reimbursement and professional development opportunities

Hybrid work

Charitable contribution match programs

Stock purchase opportunities