Business Insurance Client Service Representative at MMC in Clearwater, Florida

Job Description:

We are looking for a Business Insurance Client Service Representative provides technical and service support to Account Managers for new clients, during the renewal process and for daily client service functions.


Your goals. Your ambitions. Your definition of success. At Marsh McLennan Agency-Florida Region, we believe nothing should stand in your way of making these a reality. As a colleague, you'll get personal and professional development opportunities, a driven and entrepreneurial team-oriented environment, and leaders at all levels who are committed to maintaining high levels of colleague engagement. We are consistently recognized as a best place to work and a leader in the development of the next generation of insurance professionals. We are proud to be a learning organization which empowers colleagues to teach and be taught. As a result, we have the best insurance professionals in the business.



A DAY IN THE LIFE OF A BUSINESS INSURANCE CLIENT SERVICE REPRESENTATIVE:

• Prepare renewal reviews and premium/loss summaries in accordance with timelines set by account manager.


• Process change requests; prepare documents for CompPro; schedules of insurance; and premium finance agreements


• Update future applications for renewal preparation.


• Prepare Certificate holder list for client review and prepare certificate templates

• Responsible for maintenance of Sagitta policy detail and system use in accordance with Bouchard 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.


• Coordinate efforts with Account Manager and Claims Consultant to resolve complex claims issues.


• Manage timetable for renewal process to meet or exceed established MMA FL procedures.


• Quote and bind Special Event, Builders Risk and Flood policies.

THE IDEAL CANDIDATE WILL HAVE:

• Current Florida 2-20 License, or willingness to obtain


• 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.

WHY YOU'LL LOVE MARSH MCLENNAN AGENCY:



We value and respect the impact our colleagues make every day both inside and outside our organization. We've built a culture that promotes colleague well-being through robust benefit programs and resources, encourages professional and personal development, and celebrates opportunities to pursue the projects and causes that give colleagues fulfilment outside of work.


Some benefits included in this role are:

• 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

To learn more about a career at MMA, check us out online: http://marshmma.com/careers or flip through our recruiting brochure: https://bit.ly/3Qpcjmw


Follow us on social media to meet our colleagues and see what makes us tick:

• Instagram


• Facebook


• X


• LinkedIn

We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs.


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 EOEMinority/Female/Disability/Vet/SexualOrientation/Gender Identity employers.


#MMAB Apply Now