Client Services Representative

• 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

Business Insurance Client Service Advisor

Senior Client Services Specialist

Senior Client Services Specialist

Client Service Representative – Retirement & Benefits

Client Service Partner

Account Manager – Private Client Services, HNW Yacht Practice