Client Service Associate

Marsh; Fort Lauderdale (FL); Hybrid; USD 42,000 - 60,000; Full time

Benefits offered by this job

Hybrid work

Generous time off

Tuition reimbursement

Professional development

Stock purchase plan

Competitive compensation

Job summary

Marsh McLennan Agency Florida is seeking a Business Insurance Client Service Associate to support Client Advisors during new client onboarding, renewals, and daily service tasks.

The role focuses on processing remarket requests, renewal reviews, certificate management, and data maintenance in Sagitta and ImageRight, with a hybrid work arrangement in the Florida region.

Qualifications

• Florida 2-20 license required or willingness to obtain.
• Minimum of two years commercial insurance experience.
• College degree desirable or equivalent combination of education and experience.
• Proficiency in Microsoft Word and Excel (intermediate-advanced).
• Ability to manage electronic files using company DMS.

Responsibilities

• Provide technical and service support to Client Advisors for new clients and renewals.
• Process remarket requests and renewal premium changes.
• Prepare renewal reviews and premium/loss summaries per Best Practice timelines.
• Maintain schedules of insurance, and premium finance agreements.
• Prepare renewal exposure and update renewal preparation from client data.
• Prepare certificate holder lists and templates for client review.
• Maintain Sagitta policy details and use Sagitta per procedures.
• Research and provide risk management recommendations and improve internal workflows.
• Receive and process claim reports as backup to claims unit.
• Gather and review loss data to explain results to client and Sales/Marketing/ carriers.
• Quote and bind Special Event, Builders Risk and Flood policies.

Skills

Florida 2-20 License

2+ years commercial insurance

MS Word & Excel

Electronic file management

Education

College degree desirable

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.

• 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.

• 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

To learn more about a career at MMA, check us out our website or flip through recruiting brochure.

Follow us on social media to meet our colleagues and see what makes us tick:

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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.

#MMABI #MMAFL #Ll-Hybrid