Business Insurance Client Service Specialist

4 weeks ago


Clearwater, United States Marsh & McLennan Companies Full time
About the Role

We are seeking a highly skilled Business Insurance Client Service Representative to join our team at Marsh McLennan Agency-Bouchard Region. As a key member of our client service team, you will provide exceptional support to our account managers and clients, ensuring seamless service delivery and exceeding client expectations.

Key Responsibilities
  • Prepare renewal reviews and premium/loss summaries in accordance with established timelines.
  • Process change requests, prepare documents for CompPro, schedules of insurance, and premium finance agreements.
  • Update future applications for renewal preparation and maintain 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 and gather and review loss data to prepare detailed premium and loss summaries.
  • Coordinate efforts with Account Manager and Bouchard claims consultant to resolve complex claims issues and manage timetable for renewal process to meet or exceed established Bouchard procedures.
  • Quote and bind Special Event, Builders Risk, and Flood policies.
Requirements
  • 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.
About Us

Marsh McLennan Agency-Bouchard Region is a dynamic and entrepreneurial organization that encourages all colleagues to pursue their dreams without limits. We promote curiosity and creativity, embracing a culture that celebrates and promotes the many backgrounds, heritages, and perspectives of our colleagues and clients. We are committed to maintaining a healthy, safe work environment and offer a range of benefits, programs, and opportunities to keep colleagues engaged and productive.

We are an Equal Employment Opportunity (EEO) employer and welcome applications from diverse candidates. For more information about our company, please visit us at: http://marshmma.com/careers.



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