Client Service Associate

Marsh; Maitland; Hybrid; AUD 68,000 - 91,000; Full time

Benefits offered by this job

Generous time off

Tuition reimbursement

Hybrid and flexible work

Charitable contribution match

Stock purchase opportunities

Competitive compensation

Inclusive culture

Professional development opportunities

Job summary

Marsh McLennan Agency is seeking a Client Service Associate on the Business Insurance team. You’ll provide technical and service support to Client Advisors, assist with renewals, and maintain policy records across Sagitta and ImageRight systems.

Ideal candidates hold a Florida 2-20 license (or willingness to obtain), a college degree or equivalent, and 2+ years of commercial insurance experience. Hybrid work arrangement offered.

Qualifications

• Florida 2-20 Insurance License or willingness to obtain.
• College degree desirable; or equivalent combination of education and experience.
• Minimum of two years commercial insurance experience preferred.
• Proficiency with Microsoft Word and Excel (intermediate to advanced).
• Ability to organize electronic files on the document management system.

Responsibilities

• Remarket requests from clients and during renewal periods.
• Prepare renewal reviews and premium/loss summaries.
• Process change requests; maintain schedules of insurance and premium finance agreements.
• Prepare renewal exposure reviews and update applications with client information.
• Manage certificate holders and templates; maintain Sagitta policy details.
• Research risk management issues and assist with internal workflows.
• Receive and process claim reports as backup to Claims.
• Gather loss data to prepare detailed premium and loss summaries.

Skills

Microsoft Word

Microsoft Excel

File management

Sagitta Agency Management System

ImageRight document management system

Education

College degree desirable; or equivalent combination of education and experience

Tools

Sagitta

ImageRight

Job description

Company:

Marsh McLennan Agency

Description:

Award-winning, inclusive, Top Workplace culture doesn’t happen overnight. It’s a result of hard work by extraordinary people. The industry’s brightest talent drive our efforts to deliver purposeful work and meaningful impact every day. Learn more about what makes us different and how you can make your mark as a Client Service Associate at MMA.

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).

A day in the life.

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.

Client Service Associate – Business Insurance

As our Client Service Associate on the Business Insurance team, you’ll

• Remarket requests from clients
• Remarket requests from clients when a significate 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.

Our future colleague.

We’d love to meet you if your professional track record includes these skills:

• Current Florida 2-20 License, or willingness to obtain
• College degree desirable; or equivalent combination of education and experience
• 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.

We know there are excellent candidates who might not check all of these boxes. Don’t be shy. If you’re close, we’d be very interested in meeting you.

Valuable benefits.

We value and respect the impact our colleagues make every day both inside and outside our organization. We’ve built a culture that promotes colleague well-being through robust benefit programs and resources, encourages professional and personal development, and celebrated opportunities to pursue the projects and causes that give colleagues fulfilment outside of work.

Some benefits included in this role are:

• 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
• Committed to core values
• Inclusive culture

Who _ you _ are is who _ we _ are.

We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. We are always seeking those with ethics, talent, and ambition who are interested in joining our client-focused teams.

Marsh McLennan and its affiliates are EOEMinority/Female/Disability/Vet/SexualOrientation/Gender Identity employers.