Business Insurance Client Service Associate

NACBA; Tallahassee, Northern (FL, KY); Hybrid; USD 52,000 - 64,000; Full time

Benefits offered by this job

Hybrid work

Tuition reimbursement

Generous time off

Stock purchase opportunities

Competitive compensation

Entrepreneurial leadership

Inclusive culture

Professional development

Job summary

Marsh McLennan Agency (MMA) in Florida seeks a Client Service Associate to provide technical and service support to Client Advisors during new client onboarding, renewals, and day‑to‑day service.

As a member of the Business Insurance team, you will remarket requests, prepare renewal reviews, update policies, manage certificates, and maintain Sagitta and other systems; strong attention to detail and organization are essential.

Qualifications

• Florida 2-20 license current or willing to obtain.
• College degree desirable or equivalent experience.
• Minimum of two years commercial insurance experience preferred.
• Proficiency in Microsoft Word and Excel; strong organizational skills.

Responsibilities

• Provide technical and service support to Client Advisors for new clients and renewals.
• Remarket requests when renewal premiums increase significantly.
• Prepare renewal reviews and premium/loss summaries following procedures.
• Maintain policies, schedules, and premium finance agreements.
• Prepare renewal exposure reviews and update applications with client data.
• Prepare certificate holder lists and templates for clients.
• Maintain Sagitta policy detail and use the system per Best Practices.
• Research risk management issues and improve internal workflows.
• As backup, receive and process claim reports and review loss data.

Skills

Florida 2-20 License

Microsoft Word/Excel

Sagitta AMS familiarity

ImageRight familiarity

Education

College degree desirable

Tools

Sagitta Agency Management System

ImageRight document management

Job 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.

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 celebrates 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 EOE Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers.

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#MMAFL