Senior Client Service Associate

Marsh; United States; Hybrid; USD 52,000 - 72,000; Full time

Benefits offered by this job

Generous time off including personal &

Tuition reimbursement and professional

Hybrid and flexible work

Charitable contribution match programs

Stock purchase opportunities

Competitive compensation

Entrepreneurial leadership

Unmatched, scalable resources

Committed to core values

Inclusive culture

Job summary

Marsh McLennan Agency (MMA) is seeking a Client Service Associate for the Business Insurance team. The role provides technical and service support to Client Advisors for new clients and renewals, helping with renewal reviews, loss summaries, and risk management input.

Candidates should have a Florida 2-20 license or be willing to obtain it, a college degree or equivalent experience, and at least two years of commercial insurance experience.

Qualifications

• Florida 2-20 license required or willingness to obtain it.
• Minimum of two years commercial insurance experience.
• College degree or equivalent education/experience preferred.
• Proficiency in MS Word and Excel.
• Ability to maintain and organize electronic files on the company document management system.
• Experience with Sagitta and ImageRight systems or willingness to learn.

Responsibilities

• Provide technical and service support to Client Advisors for new clients, during renewals and daily client service functions.
• Prepare renewal reviews and premium/loss summaries.
• Process change requests; maintain schedules of insurance; and premium finance agreements.
• Prepare renewal exposure review and update applications with client information.
• Prepare certificate holder lists and templates for client review.
• Maintain Sagitta policy detail and use systems per regional procedures.
• Research and provide recommendations on risk management issues and internal workflows.
• Receive and process claim reports as backup to claims unit.
• Gather and review loss data to prepare detailed premium and loss summaries for clients and Sales teams.
• Manage renewal timetables to meet MMA Florida Region procedures.
• Quote and bind Special Event, Builders Risk and Flood policies.

Skills

Insurance license (FL 2-20)

Commercial insurance experience

MS Word & Excel (advanced)

Electronic file management

Education

College degree desirable; or equivalent combination of education and experience

Tools

Sagitta Agency Management System

ImageRight document management system

Microsoft Word

Microsoft Excel

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.

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.

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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