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Marsh McLennan · 2 months ago

Commercial Lines Account Representative

West Chester - Walnut

Full-time

Hybrid

New Grad, Entry Level

Marsh McLennan Agency is seeking an experienced Commercial Lines professional to join their team. The Commercial Lines Account Representative will provide excellent service to customers and support in managing commercial accounts.

Financial ServicesProfessional ServicesService Industry

Responsibilities

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

Documents 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

Qualification

Insurance LicenseCommercial Insurance KnowledgeMicrosoft Office ProficiencyListening SkillsAttention to DetailWork IndependentlyWork Collaboratively

Required

Must secure an insurance license within 90 days of employment

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

Preferred

College degree preferred but willing to consider other related experience

Knowledge of Commercial Insurance and products is preferred, but not required

Company

Marsh McLennan

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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.

Founded in 1871