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-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.
Develop a comfort level with client facing account management.

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.

Business Insurance Client Service Representative

Key skills