Marsh McLennan Agency
New Business Onboarding Client Service Representative
Marsh McLennan Agency, Clearwater, Florida, United States, 34623
New Business Onboarding Client Service Representative
Join to apply for the
New Business Onboarding Client Service Representative
role at
Marsh McLennan Agency New Business Onboarding Client Service Representative
2 days ago Be among the first 25 applicants Join to apply for the
New Business Onboarding Client Service Representative
role at
Marsh McLennan Agency Get AI-powered advice on this job and more exclusive features. Award-winning, inclusive, Top Workplace culture doesn’t happen overnight. It’s a result of hard work by extraordinary people. More than 15,000 of the industry’s brightest talent drive our efforts to deliver purposeful work and meaningful impact every day.
Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With over 300 offices across North America, we combine the personalized service model of a local consultant with the global resources of the world’s leading professional services firm, Marsh McLennan (NYSE: MMC).
We are looking for a New Business Onboarding Client Service Representative provides technical and service support to the New Business Onboarding Specialists for new clients.
A day in the life.
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.
Our future colleague.
Current Florida 4-40 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.
Valuable Benefits.
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 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
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:
https://www.instagram.com/lifeatmma/ https://www.facebook.com/LifeatMMA https://www.linkedin.com/company/marsh-mclennan-agency/
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 EOE Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers.
#MMABou
#MMABI Seniority level
Seniority level Entry level Employment type
Employment type Full-time Job function
Job function Other Referrals increase your chances of interviewing at Marsh McLennan Agency by 2x Sign in to set job alerts for “Client Services Representative” roles.
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We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr
Join to apply for the
New Business Onboarding Client Service Representative
role at
Marsh McLennan Agency New Business Onboarding Client Service Representative
2 days ago Be among the first 25 applicants Join to apply for the
New Business Onboarding Client Service Representative
role at
Marsh McLennan Agency Get AI-powered advice on this job and more exclusive features. Award-winning, inclusive, Top Workplace culture doesn’t happen overnight. It’s a result of hard work by extraordinary people. More than 15,000 of the industry’s brightest talent drive our efforts to deliver purposeful work and meaningful impact every day.
Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With over 300 offices across North America, we combine the personalized service model of a local consultant with the global resources of the world’s leading professional services firm, Marsh McLennan (NYSE: MMC).
We are looking for a New Business Onboarding Client Service Representative provides technical and service support to the New Business Onboarding Specialists for new clients.
A day in the life.
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.
Our future colleague.
Current Florida 4-40 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.
Valuable Benefits.
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 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
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:
https://www.instagram.com/lifeatmma/ https://www.facebook.com/LifeatMMA https://www.linkedin.com/company/marsh-mclennan-agency/
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 EOE Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers.
#MMABou
#MMABI Seniority level
Seniority level Entry level Employment type
Employment type Full-time Job function
Job function Other Referrals increase your chances of interviewing at Marsh McLennan Agency by 2x Sign in to set job alerts for “Client Services Representative” roles.
Customer Onboarding Specialist (Tampa, Florida)
Customer Service Specialist - Guest Services - Bayfront Health
Customer Service - Auto Claims (Unlicensed)
Service Associate - 401(k) Client Service
St. Petersburg, FL $18.00-$27.76 2 weeks ago Tampa, FL $46,135.00-$48,635.00 2 days ago Clearwater, FL $45,000.00-$59,000.00 2 weeks ago Client Success Agent - Morning Shift, Full Time
Customer Service (Policy Owner Services) - Call Center
Customer Service Specialist- Palm Harbor
Tampa, FL $40,000.00-$50,000.00 5 days ago Employee Benefits Client Service Specialist
Customer Service Specialist- GU Tampa, FL
Client Service Specialist - Payer - Insurance Claims
We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr