Client Service Representative providing technical and service support for new clients and renewal processes. Involves renewal reviews, claims processing, and maintenance of insurance details.
Responsibilities
Prepare renewal reviews 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-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.
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.
Benefits
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
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