Client Service Manager responsible for managing client satisfaction in customs brokerage. Building relationships and ensuring successful cross - border trade compliance and operational efficiency.
MM
Hybrid Senior Client Service Representative, Business Insurance – Surety
Posted 5 months ago
About the role
- Senior Client Service Representative processing policies and client documents at Marsh McLennan Agency. Ensuring data integrity and assisting Account Managers with client consultations and accounting issues.
Responsibilities
- Process policies, endorsements, audits, and other client documents in the agency management system with a focus on accuracy and timeliness.
- Enter premium related information into the system to create records and invoices.
- Prepare client documents for delivery via email, US Mail or hand delivery.
- Maintain an outstanding level of data integrity in the agency management system.
- Provide routine consultation to clients and act as back up to Account Managers.
- Assist with accounting issues relative to premium and commission discrepancies and accounts receivable.
- Help direct clients with payment instructions, receipt of various premium notices from carriers and finance companies.
- Manage certificate holder lists.
- Prepare and send renewal and midterm certificates of insurance, evidence of property insurance, auto ID cards and other proofs of insurance.
Requirements
- Required Property and Casualty License must be obtained 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
- Strong work ethic, responsible, reliable, service oriented
- Possession of or ability to obtain state P&C insurance license
- Strong math skills with an understanding of basic accounting principles.
Benefits
- Generous time off, including personal and volunteering
- Tuition reimbursement and professional development opportunities
- Hybrid work
- Charitable contribution match programs
- Stock purchase opportunities
Job title
Job type
Experience level
Salary
Degree requirement
Location requirements
Managing Director overseeing clients and technology strategy in channel delivery and innovation at TIAA. Leading teams and driving business transformation to enhance customer experience and efficiency.
Client Support Administrator responsible for client administration tasks for the National Client Team in London. Supporting service delivery to FI clients and ensuring data integrity and reporting.
Client Support Advisor assisting clients via phone and email in Poland. Delivering exceptional customer service and resolving queries for a seamless client experience.
Tax Manager in Private Client Services managing high - net - worth clients' tax planning. Overseeing staff, ensuring quality control, and developing new client relationships in a hybrid work environment.
Client Service Representative serving as a key contact between clients and internal teams. Helping small businesses meet compliance requirements through efficient and accurate service.
Client Service Representative for B2B support in technology and web services. Responsible for customer inquiries and managing relationships to ensure satisfaction.
Client Support role assisting financial advisers to deliver product advice according to FCA rules. Working in a hybrid setup from our offices in Newton Mearns, part of the Titan Wealth Group.
Support financial advisers or consultants to provide financial or product advice to clients. Role entails ensuring compliance and effective communication with clients and providers.
Client Services Utility Specialist providing expert - level support to Client Services and Implementations teams. Handling complex client inquiries while ensuring seamless service continuity and compliance at financial organization.