Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Client Service Associate

Oliver Wyman, LLC

Client Service Associate

Award-winning, inclusive, Top Workplace culture doesn't happen overnight. It's a result of hard work by extraordinary people. The industry's brightest talent drive our efforts to deliver purposeful work and meaningful impact every day. Learn more about what makes us different and how you can make your mark as a Client Service Associate at MMA.

Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With offices across North America, we combine the personalized service model of a local consultant with the global resources of the world's leading professional services firm, Marsh (NYSE: MRSH).

A Day in the Life

We are looking for a Business Insurance Client Service Associate who provides technical and service support to Client Advisors for new clients, during the renewal process and for daily client service functions.

As our Client Service Associate on the Business Insurance team, you'll:

  • Remarket requests from clients
  • Remarket requests from clients when a significant increase to the renewal premium is identified
  • 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.

Our Future Colleague

We'd love to meet you if your professional track record includes these skills:

  • 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.

We know there are excellent candidates who might not check all of these boxes. Don't be shy. If you're close, we'd be very interested in meeting you.

Valuable Benefits

We value and respect the impact our colleagues make every day both inside and outside our organization. We've built a culture that promotes colleague well-being through robust benefit programs and resources, encourages professional and personal development, and celebrates opportunities to pursue the projects and causes that give colleagues fulfillment outside of work.

Some benefits included in this role are:

  • 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

Marsh McLennan and its affiliates are EOE Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers.

Oliver Wyman, LLC
Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Client Service Associate in Fort Lauderdale, FL vacancy
  •  ...Our Company We’re a diversified financial services leader with more than $1.5 trillion in...  ...individual, small business and institutional clients. We are a longstanding leader in...  ...loyalty. As a Registered Client Service Associate, you will provide dedicated support to a... 
    Suggested
    Full time
    Part time
    H1b
    Work at office
    Work from home
    Home office
    Visa sponsorship
    1 day per week

    00015 Ameriprise Financial Services, LLC.

    Fort Lauderdale, FL
    2 days ago
  •  ...POSITION SUMMARY Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals in this role build... 
    Suggested
    Work at office
    Local area

    Morgan Stanley

    Fort Lauderdale, FL
    2 days ago
  •  ...Client Service Associate (Part-Time) Location: Plantation, FL Schedule: In-office, Monday, Wednesday, Friday | 8:30 AM - 5:30 PM About the Role We are seeking a Client Service Associate to join our team in a part-time, in-office role. This position is ideal... 
    Suggested
    Part time
    Work at office
    Monday to Friday

    Modern Wealth Management

    Fort Lauderdale, FL
    4 days ago
  •  ...Client Service Leadership Opportunity Are you a passionate individual seeking a fulfilling career that offers flexibility and growth opportunities? Look no further! With the option to work from home and enjoy a flexible schedule, you can balance your personal and professional... 
    Suggested
    Work from home
    Flexible hours

    Global Elite

    Fort Lauderdale, FL
    1 day ago
  •  ...Summary** Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and creative problem solver to join our... 
    Suggested
    Work experience placement
    Work at office

    Raymond James Financial Services

    Hallandale Beach, FL
    5 days ago
  •  ...firm located in Pompano Beach, FL is seeking a qualified professional to join the team in the important role of a full-time Client Service Associate. This position requires excellent customer service and problem-solving skills, enabling the candidate to confidently... 
    Full time

    Insight Global

    Coconut Creek, FL
    3 days ago
  •  ...leading middle-market investment bank and full service broker-dealer. With roots tracing back to 1881...  ...Oppenheimer & Co. Inc.’s Private Client Division is currently seeking a Registered Client Service Associate for their Fort Lauderdale branch office. The RCSA... 
    Work at office
    Local area

    Oppenheimer & Co. Inc.

    Fort Lauderdale, FL
    22 days ago
  •  ...skills needed for career in global wealth management and financial services. Provide marketing and sales support to branches and their...  ...exposure to wealth management business, products, services and clients’ financial needs. Requirements: High school diploma... 
    Full time
    Internship

    Morgan Stanley

    Fort Lauderdale, FL
    1 day ago
  •  ...Registered Client Service Associates help shape the future of service by modernizing the client experience through an elevated standard of care. The Registered CSA assists with the development and growth of business through engaging and utilizing the full capabilities... 
    Full time
    Work at office
    Local area

    Morgan Stanley

    Fort Lauderdale, FL
    1 day ago
  •  ...firm located in Pompano Beach, FL is seeking a qualified professional to join the team in the important role of a full-time Client Service Associate. This position requires excellent customer service and problem-solving skills, enabling the candidate to confidently... 
    Full time

    Insight Global

    Pompano Beach, FL
    16 days ago
  •  ...Morgan Stanley in Fort Lauderdale is seeking a Registered Client Service Associate to support client relationships and growth by delivering an elevated standard of care. This role requires understanding firm policies and how to deploy the full range of Morgan Stanley... 

    Morgan Stanley

    Fort Lauderdale, FL
    2 days ago
  •  ...comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth...  ...guidance. Position Overview The Registered Wealth Management Client Associate role is a sales support position, typically providing dedicated... 
    Seasonal work
    Work at office
    Work from home
    Shift work
    Day shift

    Bank of America

    Fort Lauderdale, FL
    2 days ago
  •  ...comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth...  ...guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a... 
    Seasonal work
    Work at office
    Work from home
    Shift work
    Day shift

    Bank of America

    Fort Lauderdale, FL
    2 days ago
  • $250k - $300k

     ...site | Permanent A bit about us: We are a prominent business law firm based in Florida, known for its exceptional legal services and client-focused approach. With approximately 100 attorneys, the firm operates out of several offices throughout the state. We... 
    Permanent employment
    Local area

    Australia-Employment

    Fort Lauderdale, FL
    2 days ago
  • $200k - $265k

     ...law firm based in Florida, known for its exceptional legal services and client-focused approach. With approximately 100 attorneys, the firm...  ...firm’s business development efforts Mentor and supervise associates and contribute to team growth Qualifications J.D. from an accredited... 
    Permanent employment
    Local area

    Australia-Employment

    Fort Lauderdale, FL
    5 days ago
  • $175k - $220k

     ...00 - $220,000 per year A Bit About Us We are a prominent business law firm based in Florida, known for its exceptional legal services and client-focused approach. With approximately 100 attorneys, the firm operates out of several offices throughout the state. We serve a... 
    Local area

    Jobot

    Fort Lauderdale, FL
    2 days ago
  • $225k - $275k

     ...| On-site | Permanent A bit about us: We are a prominent business law firm based in Florida, known for its exceptional legal services and client-focused approach. With approximately 100 attorneys, the firm operates out of several offices throughout the state. We serve a... 
    Permanent employment
    Local area

    Australia-Employment

    Fort Lauderdale, FL
    2 days ago
  • $157k - $202k

     ...intake through resolution with strong follow-through Represent clients in hearings, negotiations, and jury trials Maintain a...  ...litigation team while strengthening our systems, operations, and client service standards. Our firm is built on professionalism, accountability... 
    Full time
    Flexible hours

    MLG

    Fort Lauderdale, FL
    2 days ago
  • $250k - $300k

    A bit about us: We are a prominent business law firm based in Florida, known for its exceptional legal services and client-focused approach. With approximately 100 attorneys, the firm operates out of several offices throughout the state. We serve a diverse client... 
    Work experience placement
    Local area

    Jobot

    Fort Lauderdale, FL
    2 days ago
  • $250k - $300k

     ...00,000 per year A bit about us: We are a prominent business law firm based in Florida, known for its exceptional legal services and client-focused approach. With approximately 100 attorneys, the firm operates out of several offices throughout the state. We serve... 
    Local area

    Jobot

    Fort Lauderdale, FL
    4 days ago
  • $225k - $250k

     ...law firm based in Florida, known for its exceptional legal services and client-focused approach. With approximately 100 attorneys, the firm...  ...maintaining long-term client satisfaction. Supervise and mentor associate attorneys and support staff within the practice group.... 
    Permanent employment
    Work at office
    Local area

    Australia-Employment

    Fort Lauderdale, FL
    1 day ago
  • $200k - $250k

     ...| On-site | Permanent A bit about us: We are a prominent business law firm based in Florida, known for its exceptional legal services and client-focused approach. With approximately 100 attorneys, the firm operates out of several offices throughout the state. We serve a... 
    Permanent employment
    Local area

    Australia-Employment

    Fort Lauderdale, FL
    4 days ago
  • $2,000 per month

     ...work. What makes us Advanced? Each of our associates travels a unique path. Yet our personal...  ...drives our company through the lens of service and integrity. Why AAS? We are a family-...  ...commercial HVAC to attain and maintain existing clients. Assist and help diagnose issues... 
    Full time
    For contractors

    Advancedairsystem

    Fort Lauderdale, FL
    3 days ago
  • $127.7k - $269.3k

     ...our 80-year history, delivering excellent service through innovation has been a core part...  ...who thrives on leading multiple client service teams, managing complex projects...  ...memoranda * Identify and manage risks associated with tax services to ensure compliance... 
    Full time
    Work at office
    Local area
    Remote work
    Worldwide

    Crowe

    Fort Lauderdale, FL
    4 days ago
  • $47.5k - $80k

     ...Client Service Specialist - Personal Lines Hybrid Fort Lauderdale Office - Fort Lauderdale, FL 33301 Salary Range $47,500.00 - $80,000.00 Hourly Why Join Marshall+Sterling? As a 100% employee-owned company with roots dating back to 1864, Marshall+Sterling offers the strength... 
    Hourly pay
    Work at office

    Marshall+Sterling

    Fort Lauderdale, FL
    1 day ago
  •  ...Job Title Customer Service Representative Essential Functions: Customer service...  ..., answering telephones, and guiding clients and their pets to exam rooms Scheduling...  ...up to 40 lbs. and be exposed to hazards associated with pets such as allergies, contagious... 
    Work at office
    Night shift

    VCA Animal Hospitals

    Oakland Park, FL
    1 day ago
  •  ...Customer Relations Specialist We are hiring a Customer Relations Specialist to support clients with travel planning and booking services. In this role, you will assist clients in exploring travel options, coordinating reservations, and ensuring a smooth and positive... 
    Remote work
    Flexible hours

    Traveling with Tasha

    Fort Lauderdale, FL
    2 days ago
  • $60k - $65k

     ...Client Experience Representative TradeStation is the home of those born to trade. As an online brokerage firm and trading ecosystem,...  ...responsible for end-to-end client support. The client base that is serviced consists of beginner, novice and sophisticated traders that... 
    Work at office
    Local area
    Flexible hours

    TradeStation

    Fort Lauderdale, FL
    5 days ago
  • $106.1k

     ...help people live happy, successful lives, and we believe that client accessibility, integrity, and quality care are what is most important...  .... We credential you! Support team for scheduling and client service with extended hours. Customized Marketing. Autonomy, but with... 
    Private practice

    Transformcap

    Fort Lauderdale, FL
    3 days ago
  •  ...Client Service Specialist At Ameriprise Financial, we're not just in the business of helping clients with their financial goals we also help our advisors and employees reach their true potential by embracing an inclusive and collaborative culture. We celebrate the unique... 
    Full time
    Part time

    Ameriprise Financial

    Fort Lauderdale, FL
    2 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Client Service Associate. Be the first to apply!