Client Service Associate

Marsh • Sarasota, FL

6h • Hybrid

About The Position

Marsh Agency is seeking a Business Insurance Client Service Associate to provide technical and service support to Client Advisors for new clients, renewals, and daily client service functions. The role supports client risk management and coverage needs, manages renewal timelines, handles policy and system maintenance, and helps communicate premium and loss information to clients, sales executives, and carriers. The position is part of a client-focused team at Marsh Agency, which provides insurance, benefits, retirement, and wealth management strategies.

Requirements

• Current Florida 2-20 License, or willingness to obtain one.
• Working knowledge of the latest Microsoft Word and Excel, at intermediate to advanced level.
• Ability to maintain and organize electronic files on the company document management system.
• Working knowledge of the Sagitta Agency Management System and ImageRight document management system, or willingness to learn.

Nice To Haves

• College degree, or an equivalent combination of education and experience.
• Minimum of two years of commercial insurance experience is preferred.

Responsibilities

• Remarket client requests, including when a significant increase in renewal premium is identified.
• Prepare renewal reviews and premium/loss summaries in accordance with Best Practice timelines.
• Process change requests and maintain schedules of insurance and premium finance agreements.
• Prepare renewal exposure reviews and update future applications for renewal preparation using information received from clients.
• Prepare certificate-holder lists for client review and prepare certificate templates.
• Maintain Sagitta policy details and use the system in accordance with MMA-Florida Region Best Practices and Procedures.
• Research and provide recommendations on client risk management and coverage issues, as well as internal workflow processes.
• Receive and process claim reports as backup to the claims unit.
• Gather and review loss data to prepare detailed premium and loss summaries, and explain results to clients, sales executives, and carriers.
• Manage renewal timetables 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 time.
• Tuition reimbursement and professional development opportunities.
• Hybrid work.
• Charitable contribution match programs.
• Stock purchase opportunities.

What This Job Offers

• Job Type: Full-time
• Education Level: No Education Listed