Business Insurance Client Service Representative

Marsh McLennan•Clearwater, FL

1d•Hybrid

About The Position

Award-winning, inclusive, Top Workplace culture doesn’t happen overnight. It’s a result of hard work by extraordinary people. More than 15,000 of the industry’s brightest talent drive our efforts to deliver purposeful work and meaningful impact every day. Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With over 300 offices across North America, we combine the personalized service model of a local consultant with the global resources of the world’s leading professional services firm, Marsh McLennan (NYSE: MMC). We are looking for a Business Insurance Client Service Representative provides technical and service support to Account Managers for new clients, during the renewal process and for daily client service functions. A day in the life. 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. Develop a comfort level with client facing account management.

Requirements

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.

Responsibilities

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.
Develop a comfort level with client facing account management.