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Client Service Associate
Marsh McLennanClient Service Associate at Marsh McLennan Agency supporting business insurance clients. Handling renewals, remarketing requests, and managing policy details within established procedures.
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in commercial insurance processes, including renewal management, client service support, and risk management. Proficient in using Sagitta and ImageRight systems for policy management and documentation.
Highest-signal resume keywords
Florida 2-20 LicenseCommercial Insurance ExperienceSagitta Agency Management SystemImageRight Document Management SystemMicrosoft Word and Excel
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
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Hard Skills
Renewal ManagementPremium and Loss SummariesChange Request ProcessingClient Service SupportRisk Management Recommendations
Soft Skills
Organizational SkillsCommunication Skills
Tools & Technologies
SagittaImageRightDocument Management System
Certifications & Qualifications
Florida 2-20 License
Industry Keywords
Commercial InsuranceRenewal ProcessClient AdvisorsClaim ReportsSpecial Event Policies
About the role
Key responsibilities & impact- Provides technical and service support to Client Advisors for new clients, during the renewal process and for daily client service functions
- Remarkets requests from clients when a significant increase to the renewal premium is identified
- Prepares renewal reviews and premium/loss summaries in accordance with Best Practice timelines
- Processes change requests; maintains schedules of insurance; and premium finance agreements
- Prepares renewal exposure review and updates future applications for renewal preparation with information received from clients
- Prepares Certificate holder list for client review and prepares certificate templates
- Responsible for maintenance of Sagitta policy detail and system use in accordance with MMA-Florida Region Best Practices and Procedures
- Researches and provides recommendations to client risk management/coverage issues and internal workflow processes
- Receives and processes claim reports as backup to claims unit
- Gathers and reviews loss data to prepare detailed premium and loss summaries
- Clearly explains results to client/Sales executive/marketing/carriers
- Manages timetable for renewal process to meet or exceed established MMA Florida Region procedures
- Quotes and binds Special Event, Builders Risk and Flood policies
Requirements
What you’ll need- 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
Comp & perks- Generous time off, including personal and volunteering
- Tuition reimbursement and professional development opportunities
- Hybrid and flexible work
- Charitable contribution match programs
- Stock purchase opportunities
- Competitive compensation
- Entrepreneurial leadership
- Unmatched, scalable resources
- Committed to core values
- Inclusive culture