New Business Onboarding Specialist

6 days ago


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

We are seeking a highly skilled New Business Onboarding Client Service Representative to provide technical and service support to our New Business Onboarding Specialists for new clients. As a key member of our team, you will play a critical role in ensuring a seamless onboarding experience for our clients.

Key Responsibilities
  • 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.
Requirements
  • 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.
About Us

Marsh McLennan Agency-Bouchard Region is a dynamic and entrepreneurial organization that encourages all its colleagues to pursue dreams without limits. We promote curiosity and creativity, and we gain new insight from diverse thinking and take risks on new ideas. We are always seeking those with ethics, talent, and ambition who are interested in joining our client-focused teams.

We offer a range of benefits, programs, policies, and opportunities to keep colleagues engaged and productive, including health and welfare, 401K, employee assistance program, volunteer opportunities, and other programs. Our organization is no exception.

Marsh McLennan and its Affiliates are EOE Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers.



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