FREE ACCESS
5,000–10,000 jobs/day
See all jobs on Scoutfield
Search thousands of fresh jobs every day.
Discover
- Fresh listings
- Fast filters
- No subscription required
Create a free account and start exploring right away.
Client Service Associate
Marsh McLennan. Provide technical and service support to Client Advisors for new clients, during the renewal process, and for daily client service functions.
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 recommendations. Proficient in using Sagitta and ImageRight systems for effective policy management and documentation.
Highest-signal resume keywords
Florida 2-20 LicenseCommercial Insurance ExperienceSagitta Agency Management SystemMicrosoft Word and ExcelClient Service Support
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Renewal ManagementPremium and Loss SummariesChange Request ProcessingRisk Management RecommendationsCertificate Preparation
Soft Skills
Organizational SkillsCommunication Skills
Tools & Technologies
SagittaImageRightDocument Management System
Certifications & Qualifications
Florida 2-20 License
Industry Keywords
Commercial InsuranceClient AdvisorsRenewal ProcessClaims ProcessingPremium Finance Agreements
About the role
Key responsibilities & impact- Provide technical and service support to Client Advisors for new clients, during the renewal process, and for daily client service functions.
- Remarket requests from clients, including when a significant increase to the renewal premium is identified.
- 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 reviews and update future applications for renewal preparation using client-provided information.
- Prepare certificate holder lists for client review and certificate templates.
- Maintain Sagitta policy details and use the system 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 to prepare detailed premium and loss summaries, and explain results to clients, Sales executives, and marketing/carriers.
- Manage the renewal timetable to meet or exceed established MMA Florida Region procedures.
- Quote and bind 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 work.
- Charitable contribution match programs.
- Stock purchase opportunities.