Business Insurance Client Service Representative
| Company | Marsh & McLennan |
|---|---|
| Location | Clearwater, FL, USA, Sarasota, FL, USA |
| Salary | $Not Provided – $Not Provided |
| Type | Full-Time |
| Degrees | |
| Experience Level | Mid Level |
Requirements
- 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.
Responsibilities
- 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.
Preferred Qualifications
- Minimum of two years commercial insurance experience preferred