Business Insurance Client Service Associate

Marsh McLennan•Fort Lauderdale, FL

2d•Hybrid

About The Position

Marsh McLennan Agency (MMA) is seeking a Business Insurance Client Service Associate to provide technical and service support to Client Advisors. This role is crucial for managing new clients, the renewal process, and daily client service functions within the Business Insurance team. The associate will be responsible for remarketing requests, preparing renewal reviews and premium/loss summaries, processing change requests, maintaining schedules of insurance and premium finance agreements, and updating applications for renewals. Additionally, the role involves preparing certificate holder lists and templates, maintaining Sagitta policy details, researching risk management/coverage issues, processing claim reports as backup, gathering loss data, and managing the renewal process timetable. The associate will also quote and bind Special Event, Builders Risk, and Flood policies.

Requirements

Current Florida 2-20 License, or willingness to obtain.
Minimum of two years commercial insurance experience preferred.
Working knowledge of latest Microsoft word and excel (intermediate to advanced level).
Ability to maintain and organize electronic files on the company document management system.
Working knowledge of Sagitta Agency Management System and ImageRight document management system, or willingness to learn.

Nice To Haves

College degree desirable; or equivalent combination of education and experience.

Responsibilities

Remarket requests from clients when a significant increase to the renewal premium is identified.
Prepare renewal reviews and premium/loss summaries in accordance with Best Practice timelines.
Process change requests; maintain schedules of insurance; and premium finance agreements.
Prepare renewal exposure review and update future applications for renewal preparation with information received from clients.
Prepare Certificate holder list for client review and prepare certificate templates.
Responsible for maintenance of Sagitta policy detail and system use in accordance with MMA-Florida Region Best Practices and Procedures.
Research and provide recommendations to client risk management/coverage issues and internal workflow processes.
Receive and process claim reports as backup to claims unit.
Gather and review loss data to prepare detailed premium and loss summaries.
Clearly explain results to client/Sales executive/marketing/carriers.
Manage timetable for renewal process to meet or exceed established MMA Florida Region procedures.
Quote and bind Special Event, Builders Risk and Flood policies.