Business Insurance Client Services Specialist

Marsh Agency; Sarasota (FL); Hybrid; USD 52,000 - 78,000; Full time

Benefits offered by this job

Generous time off

Tuition reimbursement

Hybrid work

Charitable contribution match

Stock purchase opportunities

Job summary

Marsh Agency is seeking a Business Insurance Client Service Associate in Florida to provide technical and service support to Client Advisors for new clients, during renewals, and for daily client service functions.

You will remarket requests, prepare renewal reviews and loss summaries, maintain policy data in Sagitta, and assist with risk management and client communication. A Florida 2-20 license and 2+ years of commercial insurance experience are preferred. Hybrid work model available.

Qualifications

• Minimum two years commercial insurance experience preferred.
• Current Florida 2-20 License or willingness to obtain.
• Proficiency in Microsoft Word and Excel (intermediate to advanced).
• Ability to maintain and organize electronic files on the company DMS.

Responsibilities

• Remarket requests from clients and when renewal premiums rise.
• Prepare renewal reviews and premium/loss summaries per Best Practice timelines.
• Process change requests and maintain schedules of insurance and premium finance agreements.
• Prepare renewal exposure review and update renewal applications from client-provided information.
• Manage Sagitta policy detail and system use per Florida region procedures.

Skills

Client service orientation

Communication

Microsoft Word & Excel

Education

Florida 2-20 License

College degree desirable; or equivalent

Tools

Sagitta Agency Management System

ImageRight document management system

Job description

Marsh Agency is seeking a Business Insurance Client Service Associate in Florida to provide technical and service support to Client Advisors for new clients, during renewals, and for daily client service functions.

You will remarket requests, prepare renewal reviews and loss summaries, maintain policy data in Sagitta, and assist with risk management and client communication. A Florida 2-20 license and 2+ years of commercial insurance experience are preferred. Hybrid work model available.