Business Insurance Client Service Representative

Marsh McLennan • Clearwater, FL

92d • Hybrid

About The Position

The 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 includes preparing renewal reviews and premium/loss summaries in accordance with Best Practice timelines, processing change requests, maintaining schedules of insurance, and preparing premium finance agreements. The representative will also prepare renewal exposure reviews and update future applications for renewal preparation with information received from clients. Additionally, they will prepare a Certificate holder list for client review and prepare certificate templates. The role involves maintaining Sagitta policy detail and system use in accordance with MMA-Florida Region Best Practices and Procedures, researching and providing recommendations to client risk management/coverage issues and internal workflow processes, and receiving and processing claim reports as backup to the claims unit. The representative will gather and review loss data to prepare detailed premium and loss summaries and clearly explain results to clients, sales executives, marketing, and carriers. They will manage the timetable for the renewal process to meet or exceed established MMA Florida Region procedures and quote and bind Special Event, Builders Risk, and Flood policies.

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 and maintain schedules of insurance.
• Prepare renewal exposure reviews and update future applications for renewal preparation.
• Prepare Certificate holder list for client review and prepare certificate templates.
• Maintain 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.

Benefits

• 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Industry: Insurance Carriers and Related Activities
• Education Level: Bachelor's degree