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Marsh McLennan Agency · 1 month ago

Personal Lines Customer Service Representative

West Chester, PA

Full-time

Hybrid

Entry Level

2+ years exp

Marsh McLennan Agency is a leader in the employee benefits marketplace, dedicated to simplifying employee health and welfare benefits for various companies. The Personal Lines Customer Service Representative will assist in the production and retention of accounts while providing high-quality service to clients and handling various customer service tasks.

Employee BenefitsHealth CareInsuranceRetirement

Growth Opportunities

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

Personal Lines experiencePersonal Lines underwritingCustomer Service experienceInsurance licensesMicrosoft Office proficiency

Required

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

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

College degree preferred, but not mandatory

Company

Marsh McLennan Agency

Glassdoor4.4

Marsh McLennan is an insurance company that provides business insurance, employee benefits, and private client insurance solutions. It is a sub-organization of Marsh & McLennan.

Founded in 2003

White Plains, New York, USA

10001+ employees