Business Insurance Client Service Representative - Marsh McLennan : Job Details

We are looking for a Business Insurance Client Service Representative who provides technical and service support to Account Managers for new clients, during the renewal process, and for daily client service functions.

Your goals. Your ambitions. Your definition of success. At Marsh McLennan Agency-Florida Region, we believe nothing should stand in your way of making these a reality. As a colleague, you'll get personal and professional development opportunities, a driven and entrepreneurial team-oriented environment, and leaders at all levels who are committed to maintaining high levels of colleague engagement. We are consistently recognized as a best place to work and a leader in the development of the next generation of insurance professionals. We are proud to be a learning organization which empowers colleagues to teach and be taught. As a result, we have the best insurance professionals in the business.

A day in the life:

• 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.

The ideal candidate will have:

• 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 fulfillment outside of work.

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

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.