Client service representative

Description :

We are looking for a Business Insurance Client Service Representative provides technical and service support to Account Managers for new clients, during the renewal process and for daily client service functions.

Your goals. Your ambitions. Your definition of success. At Marsh McLennan Agency-Bouchard Region, we believe nothing should stand in your way of making these a reality.

As a colleague, you’ll get personal and professional development opportunities, a driven and entrepreneurial team-oriented environment, and leaders at all levels who are committed to maintaining high levels of colleague engagement.

We are consistently recognized as a best place to work and a leader in the development of the next generation of insurance professionals.

We are proud to be a learning organization which empowers colleagues to teach and be taught. As a result, we have the best insurance professionals in the business.

A DAY IN THE LIFE OF A BUSINESS INSURANCE CLIENT SERVICE REPRESENTATIVE :

• Prepare renewal reviews and premium / loss summaries in accordance with timelines set by account manager.
• Process change requests; prepare documents for CompPro; schedules of insurance; and premium finance agreements
• Update future applications for renewal preparation.
• Prepare Certificate holder list for client review and prepare certificate templates
• Responsible for maintenance of 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
• Gather and review loss data to prepare detailed premium and loss summaries. Clearly explain results to client / Sales executive / marketing / carriers.
• Coordinate efforts with Account Manager and Bouchard claims consultant to resolve complex claims issues.
• Manage timetable for renewal process to meet or exceed established Bouchard procedures.
• Quote and bind Special Event, Builders Risk and Flood policies.

THE IDEAL CANDIDATE WILL HAVE :

• 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.

WHY YOU’LL LOVE Marsh McLennan Agency Bouchard Region :

Marsh McLennan Agency-Bouchard Region encourages all its colleagues to pursue dreams without limits. We promote curiosity and creativity.

We gain new insight from diverse thinking and take risks on new ideas. 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.

We further believe a business culture that supports a healthy, safe work environment does so by offering the right benefits, programs, policies and opportunities to keep colleagues engaged and productive including : health and welfare, K, employee assistance program, volunteer opportunities, and other programs.

Our organization is no exception.

• At Marsh McLennan Agency-Bouchard Region, your future is limitless. For more information about our company, please visit us at : ;

Last updated : 2024-02-24