Client Service Associate
About The Position
Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With 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 (NYSE: MRSH). We are looking for a Business Insurance Client Service Associate provides technical and service support to Client Advisors for new clients, during the renewal process and for daily client service functions.
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.
Benefits
- Generous time off, including personal and volunteering
- Tuition reimbursement and professional development opportunities
- Hybrid and flexible work
- Charitable contribution match programs
- Stock purchase opportunities
- Competitive compensation
- Entrepreneurial leadership
- Unmatched, scalable resources
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
Associate degree
