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Client Service Associate
Marsh McLennan. Remarket requests from clients, including when a significant increase to the renewal premium is identified .
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, claims processing, and risk management recommendations. Proficient in using Sagitta Agency Management System and Microsoft Office tools to support client service functions and maintain organized documentation.
Highest-signal resume keywords
Florida 2-20 LicenseCommercial Insurance ExperienceSagitta Agency Management SystemClaims ProcessingRisk Management Recommendations
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
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Hard Skills
Renewal ManagementClaims ProcessingPremium/Loss SummariesCertificate PreparationInsurance Policy ManagementChange Request ProcessingData AnalysisClient Service SupportWorkflow Process ImprovementDocument Management
Soft Skills
Organizational SkillsCommunication SkillsResearch SkillsClient Relationship Management
Tools & Technologies
Sagitta Agency Management SystemImageRight Document Management SystemMicrosoft WordMicrosoft Excel
Certifications & Qualifications
Florida 2-20 License
Industry Keywords
Commercial InsuranceRenewal PremiumRisk ManagementClaims ReportingSpecial Event PoliciesBuilders Risk PoliciesFlood Policies
About the role
Key responsibilities & impact- Remarket requests from clients, including when a significant increase to the renewal premium is identified
- Prepare renewal reviews, premium/loss summaries, exposure reviews, and updated renewal applications
- Process change requests and maintain schedules of insurance and premium finance agreements
- Prepare certificate holder lists for client review and certificate templates
- Maintain Sagitta policy details and system use according to MMA-Florida Region best practices and procedures
- Research and provide recommendations on client risk management, coverage issues, and internal workflow processes
- Receive and process claim reports as backup to the claims unit
- Gather and review loss data and explain premium/loss summary results to clients, sales executives, marketing, and carriers
- Manage renewal timelines to meet or exceed established MMA Florida Region procedures
- Quote and bind Special Event, Builders Risk, and Flood policies
- Provide technical and service support to Client Advisors for new clients, renewals, and daily client service functions
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
- Ability to research and provide recommendations on client risk management and coverage issues
- Ability to process insurance claims, renewals, certificates, policies, and premium/loss summaries
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