Registered Private Client Service Associate
Citi
Business Insurance Client Service Advisor
Marsh McLennan
full-time
Posted on:
Location Type: Hybrid
Location: Clearwater • Florida • 🇺🇸 United States
Visit company websiteJob Level
JuniorMid-Level
About the role
- 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
- Develop a comfort level with client facing account management
Requirements
- 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
Benefits
- 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
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
commercial insurance experiencepremium finance agreementsloss data analysisrenewal exposure reviewclaim report processingaccount managementpolicy quotingrisk management recommendationsdocument managementscheduling
Soft skills
client communicationorganizational skillstime managementinterpersonal skillsproblem-solving
Certifications
Florida 2-20 License