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Marsh McLennan Agency · 1 week ago

New Business Onboarding Client Service Representative

Clearwater, FL

Full-time

Hybrid

Entry Level

2+ years exp

Marsh McLennan Agency is an award-winning company that provides business insurance and employee benefits solutions. They are seeking a New Business Onboarding Client Service Representative to provide technical and service support to the New Business Onboarding Specialists for new clients, ensuring smooth onboarding processes and maintaining client relationships.

Employee BenefitsHealth CareInsuranceRetirement

Growth Opportunities

Responsibilities

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-Bouchard 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 Bouchard Region procedures

Quote and bind Special Event, Builders Risk and Flood policies

Qualification

Florida 4-40 LicenseCommercial insurance experienceMicrosoft WordMicrosoft ExcelSagitta Agency Management SystemImageRight document management systemTechnical supportClient serviceOrganizational skills

Required

Current Florida 4-40 License, or willingness to obtain

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

Preferred

Minimum of two years commercial insurance experience preferred

Working knowledge of latest Microsoft word and excel (intermediate to advanced level)

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

Company

Marsh McLennan Agency

Glassdoor4.4

Marsh McLennan is an insurance company that provides business insurance, employee benefits, and private client insurance solutions. It is a sub-organization of Marsh & McLennan.

Founded in 2003

White Plains, New York, USA

10001+ employees