Marsh McLennan · 1 month ago
Personal Lines Customer Service Representative
West Chester - Walnut
Full-time
Hybrid
Entry Level
2+ years expMarsh McLennan Agency is a leader in the employee benefits marketplace, focusing on simplifying employee health and welfare benefits for various companies. The Personal Lines Customer Service Representative is responsible for assisting in the production and retention of accounts, providing high-quality service, and processing customer requests efficiently.
Financial ServicesProfessional ServicesService Industry
Responsibilities
Remarketing: Responsible for gathering the information and risk management recommendations for the renewal of designated accounts. Remarket the account in comparative rater or company website. Provide information to account representative and account manager. Work with account manager to confirm rating, prepare spreadsheets and proposals
Renewals: check in, confirm coverages, correct errors if necessary, notify representative or manager if coverages do not meet agency standards (coverage options, increases), account rounding opportunities or excessive premium increase. Bill renewal on system. Document system per agency standards
Endorsements: Check in and bill endorsements, if change was not processed accurately, correct endorsement on company website. Process endorsements on system or quote endorsement options when directed by account manager or representative; Document system per agency standards
Customer Service: Receive calls from clients, insurance company representatives and related industries. Handle and process all requests in conjunction with claims specialist. Answer questions promptly and efficiently, maintain a concern for timeliness and completeness when interacting with customers, agency and company personnel to minimize potential for errors & omissions claims
Confirmation of Coverage: Dealer and Mortgage phone calls. Speak to dealer and mortgage representatives; obtain any necessary policy information, provide information to account manager or representative to confirm coverage. Once confirmed, process necessary changes to policy, provide EPI or Auto Id Cards. Document system per agency standards
Billing: process and handle all cancellation and reinstatement notices per agency procedural manual. Notify Producer and Account Manager if account is not paid. Mail cancellation confirmation if necessary. Follow up or check on billing as directed by account manager and representative. Document system per agency standards
Agency Management/File System: Maintain files, applications, document and update agency management per agency standards. Assist in the maintenance of company intranet and agency management system
Assist with Front Desk Duties and Phone Coverage
Assume other job responsibilities as assigned by Producer or Department Manager
Qualification
Required
Previous experience having worked in Personal Lines of Business is preferred
Should have thorough understanding of Personal Lines underwriting and coverages
Minimum two years' experience in similar position is desirable or in Customer Service type of role in Personal Lines
Must have all licenses as required by the State Department of Insurance to discuss and/or sell insurance in states where the agency functions or very close to obtaining license upon acceptance of job offer
Proficient in Microsoft Office Products including Microsoft Word, Excel, and Outlook
Preferred
College degree preferred, but not mandatory
Company
Marsh McLennan
Marsh McLennan (NYSE: MMC) is a global leader in risk, strategy and people, advising clients in 130 countries across four businesses: Marsh, Guy Carpenter, Mercer and Oliver Wyman.
10001+ employees
H1B Sponsorship
Marsh McLennan has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (4)
2024 (2)
2023 (8)
2022 (6)
2020 (11)
Funding
Current Stage
Public CompanyTotal Funding
$11.2B2024-10-30Post Ipo Debt· $7.25B
2024-02-14Post Ipo Debt· $1B
2023-09-06Post Ipo Debt· $1.6B
Leadership Team
Joe Hayes
Senior Vice President, COO Private Client Services
Katherine Brennan
SVP, General Counsel
Recent News
2025-12-01
MarketScreener
2025-11-21
2025-10-17
Company data provided by crunchbase