Client Service Associate

Marsh McLennan•Miami, FL

11d

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 the renewal process, policy and account administration, client risk-management and coverage questions, claims reporting, and quoting and binding certain policies. The position is part of MMA’s Florida Region and follows its Best Practices and Procedures. MMA describes its culture as inclusive and client-focused, with an emphasis on colleague well-being, professional and personal development, and opportunities to pursue meaningful projects and causes. The organization provides business insurance, employee health and benefits, retirement, and private client insurance solutions, combining local service with the global resources of Marsh McLennan.

Requirements

Current Florida 2-20 License, or willingness to obtain one.
College degree desirable, or an equivalent combination of education and experience.
Working knowledge of current Microsoft Word and Excel at an intermediate to advanced level.
Ability to maintain and organize electronic files in 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

Minimum of two years of commercial insurance experience is preferred.
A college degree is desirable.

Responsibilities

Remarket client requests, including when a significant increase in the renewal premium is identified.
Prepare renewal reviews and premium and 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 the renewal timetable to meet or exceed established MMA Florida Region procedures.
Quote and bind Special Event, Builders Risk, and Flood policies.