Marsh McLennan

Business Insurance Client Service Representative

Marsh McLennan

full-time

Posted on:

Location Type: Hybrid

Location: Clearwater • Florida • United States

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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.

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 & Tools
premium/loss summariesrenewal reviewschange requestsloss data analysisquote and bind policiesrisk managementclient communication
Soft Skills
organizational skillstime managementcommunication skills
Certifications
Florida 2-20 License