Client Service Associate

Marsh McLennan • Clearwater, FL

2d • 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 and internal insurance processes, including remarketing, renewal preparation, policy and certificate administration, risk-management research, claims reporting, and quoting and binding certain policies. The position is associated with MMA’s Florida Region and follows its best practices and procedures.

Requirements

• Current Florida 2-20 License, or willingness to obtain one.
• College degree desirable, or an 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 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

• College degree.
• At least two years of commercial insurance experience.
• Working knowledge of the Sagitta Agency Management System and ImageRight document management system.

Responsibilities

• Remarket client requests, including when a significant increase to the renewal premium is identified.
• Prepare renewal reviews and premium/loss summaries according to established Best Practice timelines.
• Process change requests and maintain schedules of insurance and premium finance agreements.
• Prepare renewal exposure reviews and update future renewal applications 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 client risk-management and coverage issues and internal workflow processes, and provide recommendations.
• Receive and process claim reports as backup to the claims unit.
• Gather and review loss data, prepare detailed premium and loss summaries, and explain the 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.
• Professional development opportunities.
• Hybrid and flexible work.
• Charitable contribution match programs.
• Stock purchase opportunities.
• Competitive compensation.

What This Job Offers

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