Business Insurance Client Service Representative

Business Insurance Client Service Representative

Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With over 300 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 McLennan (NYSE: MMC).

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.

A day in the life includes supporting renewal activities, client data management, and coordination with internal teams to ensure timely delivery of services and accurate documentation.

• 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 reviews 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, and 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.

• 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 Microsoft Word and Excel (intermediate to advanced).
• Ability to maintain and organize electronic files on the company document management system.
• Working knowledge of Sagitta Agency Management System and Image Right document management system, or willingness to learn.

• Generous time off, including personal and volunteering
• Health Insurance
• 401k
• Professional development opportunities
• Hybrid work
• Six week paid parental leave for the birth or adoption of a child
• Charitable contribution match programs
• Stock purchase opportunities

To learn more about a career at MMA, check us out online:  or flip through our recruiting brochure: (Use the "Apply for this Job" box below)./3

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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.

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Location:

Clearwater, FL

EOE statements included as part of applicant awareness.