Commercial Lines Customer Service Representative

You spend more time working than virtually anything else. Isn't your time worth more than just a paycheck? If so, Marsh & McLennan Agency may be the place for you. As an MMA colleague, you will get personal and professional development, will work in a driven, entrepreneurial, team-oriented environment, and will find leaders at all levels that are committed to maintaining our industry leadership. Discover how much more is possible as you grow or advance your career.

This position is responsible for assisting the Commercial Account managers in servicing the needs of existing clients through the processing of policy information.

Essential Job Functions

  • Prepare initial renewal review document. Obtain loss history and experience modification factors; generate, reformat, and update document accordingly.
  • Assist in preparing for upcoming renewal by updating agency management system with vehicle schedules, driver schedules, certificate holders, and additional interests.
  • Process endorsements, audits, dividends, respond to accounting criticisms, and invoice these items as needed. Update information in agency management and document management system as part of these processes.
  • Issue Certificates of Insurance, Evidence of Property forms, Auto ID Cards, change request forms, renewal certificates, and various other insurance forms as requested.
  • Provide backup for switchboard, mail processing, and to other CSRs.
  • Assist with training of new employees in the CSR role.
  • Perform other tasks or projects as needed/assigned.

  • Meet Some of Marsh & McLennan Companies's Employees

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    James S.

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