Commercial Lines Customer Service Representative

Customer Service Representative

Marsh McLennan Agency's East Region is a leader in the employee benefits marketplace. Our associates simplify employee health and welfare benefits and risk management for regional, national, Fortune 500 and Fortune 1000 companies. We value integrity, collaboration, passion, innovation, and accountability, and we are committed to making a difference in the moments that matter for our colleagues, clients, and communities.

Responsibilities

The CSR will provide prompt, accurate, courteous service to customers, producers and company personnel. Provide, with positive attitude, a high level of support in obtaining, maintaining, expanding and servicing commercial accounts.

Data entry and administrative support for commercial lines account managers & producers as assigned.

• Check-in endorsements and prepare letter for account manager/producer
• Check-in audits and prepare letter for account manager/producer
• Check in renewal policies and prepare letter for account manager/producer
• Process company downloads and attach to files as required
• Prepare certificates of insurance, evidence of insurance and auto ID cards
• Prepare summary of insurance and renewal proposals
• Prepare cancellation letters when required
• Set up and prepare new account files per agency procedures
• Prioritize work load and/or request for assistance as required
• Document all conversations with insureds and/or carriers within the agency's management system
• Immediately report all malfunctions of system software to the systems manager
• Participate in seminars and classes for skill and knowledge development
• Assume other job responsibilities as assigned by department manager

Qualifications, Education, and Licensing

Must secure an insurance license within 90 days of employment.

College degree preferred but willing to consider other related experience.

Knowledge of commercial insurance and products is preferred, but not required.

Proficient in Microsoft Office products including Microsoft Word, Excel, and Outlook.

Excellent listening skills and attention to detail are important.

Ability to thrive in a fast-paced office environment, working both collaboratively and independently, to meet deadlines on multiple projects simultaneously.

Work Environment

This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines.

Physical Demands

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this job, the employee is regularly required to talk or hear. The employee frequently is required to stand; walk; use hands to finger, handle or feel; and reach with hands and arms. This is largely a sedentary role; however, some filing is required. This would require the ability to lift files, open filing cabinets and bend or stand on a stool as necessary.

Position Type/Expected Hours of Work

This is a full-time position: Monday through Friday, 8:30 a.m. to 5 p.m.

Limited local travel may be required for this position.

Other duties please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.

Marsh McLennan is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age background, disability, ethnic origin, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, veteran status (including protected veterans), or any other characteristic protected by applicable law. If you have a need that requires accommodation, please let us know by contacting reasonableaccommodations@mmc.com.

Marsh McLennan and its affiliates are EOE Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers.

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