Select Business Unit Client Service Representative/Marketing Assistant

Description :

Select Business Unit Client Service Representative / Marketing Assistant

We are looking for a Select Business Unit Client Service Representative / Marketing Assistant who will be responsible for client retention and service by providing professional insurance advice and consultation services and assisting producers and account managers to find the most comprehensive combination of coverages and services from our insurance carriers and brokers at the most reasonable pricing.

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 SELECT BUSINESS UNIT CSR / MARKETING ASSISTANT

• Responsible for reviewing individual client insurance program(s) and proposing additional coverages & limits for client consideration.
• Perform various service functions on assigned accounts that include but are not limited to :

Prepare new & renewal policies. Prepare applications & submissions; loss run reports. Responsible for managing client renewal process within defined guidelines.

Responsible for ensuring certificate templates are accurate & up to date. Issue binders, endorsements, auto ID cards & schedules of insurance.

Maintain client records in Sagitta & ImageRight systems.

• Thorough knowledge of business insurance policy contracts / coverages and processes for multiple insurance carriers.
• Analyze clients’ risks to determine proper amounts and type of insurance coverage appropriate to treat those exposures.
• Evaluate insurance coverage and carrier options available in the marketplace to recommend to producers and account managers on existing accounts and new business.
• Negotiate with underwriters and brokers to achieve the most desirable combination of cost and coverage.
• Review and evaluate losses, safety inspections and recommendations offered by insurance carriers.
• Confirm and bind policies as negotiated with insurance companies.
• Be available to mentor less experienced agency employees.

THE IDEAL CANDIDATE WILL HAVE :

• Current Florida 2-20 License
• College degree desirable; or two years commercial insurance related experience and / or training; or equivalent combination of education and experience.
• Possess skills necessary to communicate with clients, carriers and prospects concerning commercial lines of coverage.
• Intermediate knowledge of Microsoft Outlook, Excel and Word.
• Ability to maintain and organize electronic files on the company document management system.
• Ability to exercise independent judgment & sound problem solving skills.
• Effective analytical skills and ability to manage multiple tasks.

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, 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.

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

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