Marsh McLennan · 4 months ago
New Business Onboarding Client Service Representative
Clearwater - Starcrest
Full-time
Hybrid
Entry Level
2+ years expMarsh McLennan Agency is an award-winning organization known for its inclusive workplace culture. They are seeking a New Business Onboarding Client Service Representative to provide technical and service support to New Business Onboarding Specialists for new clients, ensuring effective management of renewal processes and client communications.
Financial ServicesProfessional ServicesService Industry
Responsibilities
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
Qualification
Required
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 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
Charitable contribution match programs
Stock purchase opportunities
Company
Marsh McLennan
Marsh McLennan (NYSE: MMC) is a global leader in risk, strategy and people, advising clients in 130 countries across four businesses: Marsh, Guy Carpenter, Mercer and Oliver Wyman.
10001+ employees
H1B Sponsorship
Marsh McLennan has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (4)
2024 (2)
2023 (8)
2022 (6)
2020 (11)
Funding
Current Stage
Public CompanyTotal Funding
$11.2B2024-10-30Post Ipo Debt· $7.25B
2024-02-14Post Ipo Debt· $1B
2023-09-06Post Ipo Debt· $1.6B
Leadership Team
Joe Hayes
Senior Vice President, COO Private Client Services
Katherine Brennan
SVP, General Counsel
Recent News
2025-12-01
MarketScreener
2025-11-21
2025-10-17
Company data provided by crunchbase