Client Service Associate
Marsh McLennan Agency
A day in the life. We are looking for a Business Insurance Client Service Associate 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 significate 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. 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 fulfilment 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 Who You Are Is Who We Are. We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. We are always seeking those with ethics, talent, and ambition who are interested in joining our client-focused teams. Marsh McLennan and its affiliates are EOE Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers. #J-18808-Ljbffr
- ...The Firm is seeking exceptional bilingual (Spanish) candidates for the full-time position of Client Services Associate, reporting to the Director of Client Services. This person will be responsible for supporting the firm’s Portfolio Managers by ensuring the smooth functioning...SuggestedFull timeWork at officeWork from home1 day per week
- ...experience and training to assist Financial Advisors and provide clients with quality service. Follows established procedures to perform routine tasks... ..., Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail‑oriented and creative problem...SuggestedWork experience placementWork at office
$70k - $80k
...passion for enriching the lives of our clients. We continually seek to perfect our craft... ...financial plans and investment management services to over 90,000 households from our over... ...is hiring a Senior Client Service Associate. This role serves as the liaison between...SuggestedFull timeTemporary workWork at officeFlexible hours3 days per week- ...An established, employee-owned financial services firm is seeking a Client Services Associate to join their Wealth Management team in Stuart, Florida. This is a high-touch client service and operational support role working directly with Financial Advisors and their high...Suggested
$60k - $70k
...Overview Fellowship Financial Group empowers clients through education-driven financial... ...integrity, innovation, and exceptional service. If you’re passionate about supporting meaningful... ...Group is seeking a Client Service Associate to join our team in Maitland, FL. This...SuggestedWork at office- ...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...Full timePart timeH1bWork at officeWork from homeHome officeVisa sponsorship1 day per week
$39.8k - $59.5k
...Why Stifel Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome... ...What You'll Be Doing Under immediate supervision, Client Services Associate (NR) assists one or more Financial Advisor(s) (FA...Work at officeImmediate startFlexible hours- Job Summary Raymond James is seeking a Registered Client Service Associate to provide high‑quality administrative support to Financial Advisors and their clients. The role requires effective communication across phone, email, in‑person, and virtual channels, organization...Work at office
- ...experience and training to assist Financial Advisors and provide clients with quality service. Follows established procedures to perform routine tasks... ..., Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail‑oriented and creative problem...Work experience placementWork at office
- Wealth Enhancement Group is seeking a Sr Client Service Associate in Florida to act as a liaison between clients and Financial Advisors. This remote position requires experience in financial services and exceptional communication skills. The ideal candidate will have a...Remote job
- Registered Client Service Associates 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...Work at officeLocal area
- We are seeking a bilingual (English/Spanish), client focused, and driven Client Services Associate to join our team. This role offers the opportunity to work at the center of client interaction, operations, and service excellence, delivering timely solutions while building...Work at office
- A financial advisory firm is seeking a Client Services Associate in Florida. The role involves supporting Portfolio Managers and providing exceptional service to Ultra High Net Worth clients. Candidates must be detail-oriented with strong communication and organizational...Work from home1 day per week
$405k
...in person, and hungry to grow fast, our Associate role at Third Bridge could be your next... ...hedge funds to leading consultancies, our clients count on us to find the exact expert... ...offering a career launchpad. As a Client Services Associate, you’ll develop the commercial...Work experience placementInternshipRelocationVisa sponsorshipFlexible hours$70k - $80k
Wealth Enhancement Group in Town of Florida is hiring a Senior Client Service Associate to act as the primary liaison between clients and financial advisors. The ideal candidate will ensure smooth office operations, prepare client documentation, and deliver exceptional...Work at office3 days per week- A financial services firm in Stuart, Florida is seeking a Client Services Associate to support their Wealth Management team. In this high-touch role, you will manage client onboarding, account maintenance, and ongoing relationship management. Candidates should have a Bachelor...
- Merrill Wealth Management, a leading provider of wealth management solutions, is seeking a Client Service Associate to support our Financial Advisors (FAs) and their clients. Role Summary Act as the primary point of contact for FA client service needs, delivering timely...Seasonal workWork at officeWork from homeShift workDay shift
- JPMorgan Chase & Co. in New York seeks a Private Client Investment Associate within Wealth Management to deliver client service, administrative support to Private Client Advisors and help with wealth planning tasks. This role involves processing account openings, trades...
- Carr, Riggs & Ingram is looking for a Senior Associate in Client Accounting & Advisory Services based in New York. This role involves managing client accounts, bookkeeping, payroll, and various consulting services. Candidates should have a Bachelor's degree in accounting...Visa sponsorship
- Unlock your potential as a Client Associate at J.P. Morgan Advisors, where you will be at the heart of delivering exceptional wealth management services to ultra‑high net worth clients. Join our dynamic and growing team to work closely with Financial Advisors, providing...Local area
- Ameriprise Financial in New York seeks a Registered Client Service Associate to support high-producing advisors. You will prepare portfolio materials, build financial plans, and manage client interactions to deepen relationships. Join a client-centric team and contribute...
- BNY Mellon is looking for an Associate to join the Hedge Fund Accounting team in Lake Mary, Florida. In this role, you will lead day-to-... ...support team, oversee NAV production, and assist in maintaining client relationships. Candidates should have a Bachelor's degree in...
- ...Seasonal Client Support Associate We are looking for someone who thrives in a welcoming, customer service‑oriented environment with excellent communication skills . If you enjoy building strong relationships with clients, then join our team as a friendly face for all...Full timePart timeSeasonal workLocal areaRelocation packageFlexible hoursShift work
- Jackson Hewitt Seasonal Client Support Associate is a front‑line role at our offices, delivering friendly service to clients as they visit. You will confirm appointments, answer questions, and help ensure a positive experience while clients wait. Ideal candidates bring...Full timePart timeSeasonal workFlexible hours
- ...US, 33016 Company: Popular Workplace Type: On-site Sales and Service Associate The Sales and Service Associate is responsible to perform a dual... ...completely satisfied. Emphasis is placed on identifying clients’ needs and delivering tailored solutions through a best in class...Immediate startNight shift
- ...Position Overview: The Registered Wealth Management Client Associate role is a sales support position, typically providing dedicated operational... ...be considered. Responsibilities: Provides excellent Client Service to the bank’s clients through educating them on all of the...Seasonal workWork at officeShift workDay shift
- ..., we have an enthusiasm for helping our clients, taking care of our employees, building... ..., and delivering extraordinary customer service while maintaining a strong commitment to... ...needs. As a Private Client Investment Associate in J.P. Morgan Wealth Management, you will...
$90k - $115k
...join an established and growing financial services firm with significant operations in... ...group’s various applications. Respond to client questions regarding accounts, policies,... ...of relevant experience. Seniority level Associate Employment type Full-time Job function Finance...Full time- ...Fairygodboss is looking for a Client Associate at J.P. Morgan Advisors in Town of Florida, NY. In this pivotal role, you'll provide exceptional... ...clients while delivering personalized wealth management services to ultra-high net worth individuals. Ideal candidates will have...
- ...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 workWork at officeWork from homeShift workDay shift
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