Senior Hybrid Insurance Client Services Pro

Marsh; United States; Hybride; USD 52 000 - 72 000; Plein temps

Avantages offerts par ce poste

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

Résumé du poste

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.

Responsabilités

• 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.

Connaissances

Insurance license (FL 2-20)

Commercial insurance experience

MS Word & Excel (advanced)

Electronic file management

Formation

College degree desirable; or equivalent combination of education and experience

Outils

Sagitta Agency Management System

ImageRight document management system

Microsoft Word

Microsoft Excel

Description du poste

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.