Client Service Representative
Marsh McLennan Agency
Sep 2023 - Sep 2024 (1 year 1 month)
• Maintained accurate client data in agency management systems, ensuring completeness of policy details, activities, and attachments • Adhered to established processes and procedures in servicing workflows, maintained clear and comprehensive documentation of client and carrier communications, and took proactive action and follow-up as required • Communicated proactively with account managers, underwriters, and clients delivering timely and comprehensive information to support effective management of client service execution and operations