Client Service Associate

Marsh • Fort Lauderdale, FL

8d • Hybrid

About The Position

Marsh McLennan Agency (MMA) 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 insurance coverage needs, coordinates renewal workflows, maintains policy records and documentation, and helps communicate premium and loss information to clients, sales executives, and carriers. The position is part of the Business Insurance team and follows MMA Florida Region best practices and procedures.

MMA describes its culture as inclusive and colleague-focused, with opportunities for professional and personal development. The organization provides business insurance, employee health and benefits, retirement, and private client insurance solutions, drawing on local service and global resources.

Requirements

• Current Florida 2-20 License, or willingness to obtain one.
• College degree desirable, or equivalent combination of education and experience.
• Minimum of two years of commercial insurance experience preferred.
• Intermediate to advanced working knowledge of Microsoft Word and Excel.
• 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.
• Minimum of two years of commercial insurance experience.

Responsibilities

• Remarket requests from clients, including 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 and maintain schedules of insurance and premium finance agreements.
• Prepare renewal exposure reviews and update future applications for renewals 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 the renewal timetable 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 and flexible work.
• Charitable contribution match programs.
• Stock purchase opportunities.
• Competitive compensation.

What This Job Offers

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