Jobs

New Business Onboarding Client Service Representative
Clearwater - Starcrest
·
On-site
·
Full-time
·
1mo ago
Required skills
Excel
Company:
Marsh Mc Lennan Agency:
Description:
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 Mc Lennan 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 Mc Lennan (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 Image Right 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 Mc Lennan and its affiliates are EOE Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers.
#MMABou
#MMABI
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About Marsh McLennan

Marsh McLennan
PublicMarsh McLennan is a global professional services firm providing risk management, strategy consulting, and human capital solutions. The company operates through four main businesses: Marsh, Guy Carpenter, Mercer, and Oliver Wyman.
10,001+
Employees
New York
Headquarters
$21.3B
Valuation
Reviews
3.7
10 reviews
Work-life balance
3.2
Compensation
2.8
Culture
4.1
Career
2.5
Management
3.0
68%
Recommend to a friend
Pros
Strong company culture and values
Excellent benefits and job security
Flexible working arrangements
Cons
Compensation not competitive
High workload and overwhelming demands
Limited career advancement opportunities
Salary Ranges
0 data points
Junior/L3
Junior/L3 · Business Analyst
0 reports
$25,716
total per year
Base
-
Stock
-
Bonus
-
$21,860
$29,572
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