Client Service Associate

Award-winning, inclusive, Top Workplace culture

The industry's brightest talent drive our efforts to deliver purposeful work and meaningful impact every day.

Award-winning, inclusive, Top Workplace culture

Award-winning, inclusive, Top Workplace culture

Award-winning, inclusive, Top Workplace culture

About the role

Responsibilities

• Remarket requests from clients
• 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
• Maintain Sagitta policy detail and system use in accordance with MMA-Florida 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 Florida Region 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

Qualifications

• Excellent communication and interpersonal skills
• Strong attention to detail and organizational abilities
• Ability to work independently and as part of a team
• Proficiency in Microsoft Office Suite
• Knowledge of insurance policies and procedures

Skills

• Insurance underwriting
• Policy administration
• Client relationship management
• Claims processing
• Microsoft Word and Excel proficiency
• Sagitta Agency Management System and ImageRight document management system

Benefits

• Generous time off, including personal and volunteering
• Tuition reimbursement and professional development opportunities
• Hybrid and flexible work
• Charitable contribution match programs
• Stock purchase opportunities
• Competitive compensation
• Entrepreneurial leadership
• Unmatched, scalable resources
• Committed to core values
• Inclusive culture

Pay

Competitive compensation based on experience and qualifications.

Schedule

Hybrid and flexible work schedule.

Contact

To learn more about a career at MMA, check us out our website or flip through recruiting brochure. Follow us on social media to meet our colleagues and see what makes us tick: Instagram Facebook X

Equal Opportunity Employer

We are committed to a diverse and inclusive workplace and are an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.