New Business Onboarding Client Service Representative
About The Position
Award-winning, inclusive, Top Workplace culture doesn’t happen overnight. It’s a result of hard work by extraordinary people. More than 15,000 of the industry’s brightest talent drive our efforts to deliver purposeful work and meaningful impact every day. Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With over 300 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 McLennan (NYSE: MMC). We are looking for a New Business Onboarding Client Service Representative provides technical and service support to the New Business Onboarding Specialists for new clients.
Requirements
- Current Florida 4-40 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.
Responsibilities
- 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-Bouchard 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 Bouchard Region procedures.
- Quote and bind Special Event, Builders Risk and Flood policies.
Benefits
- Generous time off, including personal and volunteering
- Health Insurance
- 401k
- Professional development opportunities
- Hybrid work
- Six week paid parental leave for the birth or adoption of a child
- Charitable contribution match programs
- Stock purchase opportunities
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
Number of Employees
5,001-10,000 employees
