Business Insurance Client Service Representative

Marsh-posted 2 months ago
Tampa, FL
5,001-10,000 employees
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Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. We are looking for a Business Insurance Client Service Representative who provides technical and service support to Account Managers for new clients, during the renewal process and for daily client service functions.

  • 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.
  • Current Florida 2-20 License, or willingness to obtain.
  • College degree desirable; or equivalent combination of education and experience.
  • 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.
  • Generous time off, including personal and volunteering.
  • Health Insurance.
  • 401k.
  • Professional development opportunities.
  • Hybrid work.
  • Six week paid parental leave for the birth or adoption of a child.
  • Charitable contribution match programs.
  • Stock purchase opportunities.
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