Client Service Associate

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

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 Business Insurance Client Service Associate at Marsh Agency.

Marsh Agency helps people and organizations manage risk and prepare for the future through insurance, benefits, retirement, and wealth management strategies. We believe in hands‑on proactive service, data‑driven insights, and understanding how global events can impact local decisions. As a trusted partner, we show our clients what’s possible and guide them during every step of their journey.

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 of work. Our culture promotes colleague well-being through robust benefits programs and resources, professional and personal development opportunities, and fulfillment through meaningful work.

Some Benefits Included In This Role Are

• Generous time off, including personal and volunteering.
• Tuition reimbursement and professional development opportunities.
• Hybrid work.
• Charitable contribution match programs.
• Stock purchase opportunities.

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 is committed to providing an inclusive work environment. We aim to attract and retain the best, most qualified people and value colleagues of all backgrounds, without regard to age, background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, veteran status (including protected veterans), or any other characteristic protected by applicable law.

Marsh and its affiliates are EOE Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers.

If you require an accommodation during the application or interview process, please let us know by contacting [e-mail].

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