Business Insurance Loan Coverage Client Service Representative
MMC

Loan Coverage Client Service Representative

Our not-so-secret sauce.

Award-winning, inclusive, Top Workplace culture doesn't happen overnight. It's a result of hard work by extraordinary people. More than 11,000 of 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 thrive as a Client Service Representative at Marsh McLennan Agency (MMA).

MMA provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With 200 offices across North America, we combine the personalized service model of a local consultant with the global resources of the world's leading professional services firm, Marsh McLennan (NYSE: MMC).

What You Do

Client Service Representative

• Create certificate requirement templates based on client needs and client instructions.
  
• Review incoming certificates of insurance and evidence of property insurance against client requirements to ensure coverage is compliant for the size of the loan.
  
• Communicate with borrowers, and their agents about any certificate deficiencies using system reports, email, phone and any other form of communication as agreed upon.
  
• Generate invoices for services provided and delivered to the key account.
  
• Generate monthly statement and deliver to VP, Closing Mgr. at the key account.
  
• Apply payments to account.
  
• Provide carrier ratings, to establish if they meet the requirements of the key account.
  
• Training of back-up personnel.
  
• Perform other duties as requested, including special projects.
  

Your Education and Experience

Required

• Property and Casualty License must be obtained within 75 days of the first day of New Hire Onboarding
• Experience in health and safety field preferred.
• Proficient in the use of Microsoft Word, Excel and PowerPoint
• Strong typing skills and data entry
• Strong written and oral communication skills
• Ability to develop professionally prepared technical reports, draft correspondence and client communications.
• One to three years of relevant insurance experience preferred
• Must understand commercial lines coverages and policies.
• The employee is responsible for adherence to the stated expectations of the E&O Plus Quality Management Program

Valuable benefits.

We value and respect the impact our colleagues make every day both inside and outside our organization. We've built a culture that promotes colleague well-being through robust benefit programs and resources, encourages professional and personal development, and celebrates opportunities to pursue the projects and causes that give colleagues fulfilment outside of 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

To learn more about a career at MMA, check us out online: http://marshmma.com/careers or flip through our recruiting brochure: https://bit.ly/3Qpcjmw

Follow us on social media to meet our colleagues and see what makes us tick:

• https://www.instagram.com/lifeatmma/
• https://www.facebook.com/LifeatMMA
• https://twitter.com/marsh_mma
• https://www.linkedin.com/company/marsh-mclennan-agency/

Who you are is who we are.

We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. We are always seeking those with ethics, talent, and ambition who are interested in joining our client-focused teams.

Marsh McLennan and its affiliates are EOEMinority/Female/Disability/Vet/SexualOrientation/Gender Identity employers.

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