Client Service Associate
Oliver Wyman
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.
- ...Registered Client Service Associate (Palm Beach, FL) Join to apply for the Registered Client Service Associate (Palm Beach, FL) role at Oppenheimer & Co. Inc. Registered Client Service Associate (Palm Beach, FL) 18 hours ago Be among the first 25 applicants Join to apply...SuggestedFull timeLocal area
$70k - $90k
...Client Service Associate Robertson Stephens Wealth Management is a national wealth management firm with locations in San Francisco, Marin County, Menlo Park, Santa Rosa, Pasadena, San Ramon & Burlingame (CA), Denver, Vail & Colorado Springs (CO), Westport (CT), Sun...SuggestedWork at office- ...Registered Client Service Associate 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...SuggestedWork at officeLocal area
- ...Company We're a diversified financial services leader with more than $1.5 trillion in... ..., small business and institutional clients. We are a longstanding leader in financial... ...loyalty. As a Registered Client Service Associate, you will provide dedicated support to a...SuggestedFull timePart timeH1bWork at officeWork from homeHome officeVisa sponsorship1 day per week
- ...POSITION SUMMARY Registered Client Service Associates (CSAs) 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...SuggestedWork at officeLocal area
- ...wealth management and financial planning services. The firm serves high-net-worth families... ...financial expertise to address each client’s unique needs and circumstances. Role Description... ...is a full-time, on-site Client Service Associate (CSA) role based in Boynton Beach, FL....Full time
$60k - $90k
Operational partner to the Wealth Strategists and the client serviceteam EXPERIENCE Financial services background preferred; or a compelling operations... ...and a genuine passion for client care Client Service Associate AT A GLANCE WORK STYLE Operational partner to the Wealth...For contractorsWork at officeFlexible hoursDay shift- ...POSITION SUMMARY 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 trusted...Full timeWork at officeLocal area
$195k - $275k
...Private Client & Wealth Management | Trusts & Estates Associate Attorney § Practice Area: Estate Planning, Wealth Preservation, & Fiduciary Administration § Location: Palm Beach Gardens, FL § Salary: $195,000 to $275,000 Base Salary (Commensurate with experience...Full timePrivate practiceWork at officeImmediate start$250k - $325k
...1,850 annual billable hours requirement § The Firm: Our client is an established New York-based corporate law firm known for sophisticated... ...comprehensive due diligence investigations, supervising junior associates and paralegals, and managing transactional closing timelines...Full timeWork at officeRemote work$25 - $45 per hour
...Job Overview Provide client service support to multiple Financial Advisors (FAs), ensuring enterprise strategic objectives, operational excellence, and client advocacy. Act as the primary point of contact within Merrill to address all service needs of clients and FAs....Hourly paySeasonal workShift workDay shift- ...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
- ...Client Success Associate SMArtX Advisory Solutions, a fast-growing and innovative financial technology company located in West Palm Beach,... ...career path while gaining valuable experience in financial services, client success, and investment technology. As a Client...Part timeInternshipWork at office
- ...Registered Wealth Management Client Associate WEST PALM BEACH, Florida;Towson, Maryland To proceed with your application, you must be... ...comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth...Seasonal workWork at officeWork from homeShift workDay shift
$260k - $390k
...Tampa Direct Counsel is seeking a Mid-Level Private Wealth Services Associate to join a premier firm's Private Wealth Services Practice in... ...team player with a commitment to delivering excellent client service. Compensation: ~ Salary range: $260,000 – $390,0...Private practice$250k - $300k
...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 base with a...Work experience placementLocal area- BCG Attorney Search is looking for a Private Client Trusts & Estates Associate/Senior Associate to join its office in West Palm Beach, FL. This role involves complex estate planning and administration, providing opportunities to engage with high-net-worth clients. The ideal...Work at officeRemote work
$15.39 - $19.67 per hour
...Client Service Coordinator The Client Service Coordinator ("CSC") drives the flow of clients and pets through the hospital, maximizes... ...numbers of clients and pets), ensures good communication with associates and clients, and coordinates the care of clients and pets in...Hourly payMinimum wageFull timeTemporary workPart timeFlexible hoursAfternoon shift- ...Client Specialist As a Client Specialist, you will: Be responsible for the client service and business operation functions of one or more Financial Advisors following a wealth... ...you to grow as a professional Team of associates passionate about achieving great results for...Work experience placementWork at officeFlexible hours
- ...Experienced Client Service Representative VCA Palm Beach Veterinary Specialists is seeking an Experienced Client Service Representative... ...plans monthly events that include not only our hard working associates, but their pets too! For Valentine's Day we have a kissing booth...Full timeTemporary workLocal areaNight shiftWeekend work
$20 per hour
...Description Veterinary Client Service Representative Veterinary Specialty Hospital of Palm Beach Gardens Palm Beach Gardens, FL Full time: Sunday-Tuesday 8a-8p- some flexibility with days Who we are Veterinary Specialty Hospital of Palm...Hourly payFull timeTemporary workFlexible hours$1,000 per week
...Job Description Job Description Client Service Specialist America’s Gold Company Full-Time | On-Site | Palm Beach Gardens Area Pay: Starting at $1,000 Per Week (Based on Experience & Skillset) About Us America’s Gold Company is a rapidly growing precious...Full timeWork at office$15.39 - $19.67 per hour
...Client Service Coordinator The Client Service Coordinator ("CSC") drives the flow of clients and pets through the hospital, maximizes... ...numbers of clients and pets), ensures good communication with associates and clients, and coordinates the care of clients and pets in...Hourly payMinimum wageFull timeTemporary workPart timeFlexible hoursAfternoon shift- ...Bessemer Trust in West Palm Beach is seeking a Senior Client Advisor to develop and manage client relationships. This role involves... ...advisors while delivering quality investments and estate planning services. The ideal candidate holds a Master’s degree, possesses over 12...
- ...Associate Attorney Location: West Palm Beach, FL Position Type: Full-time, in-office About Us We are a highly respected, AV-rated defense... ...firm known for our commitment to excellence and outstanding client service. We are seeking motivated associate attorneys with 1-3 years...Full timeWork at office
- ...The Senior Client Advisor has primary responsibility for developing and maintaining client... ..., the coordination of client account service delivery, and consultation with client advisors... ...and training of Client Advisors and Associate Client Advisors. Provide career...Temporary workWork at officeRemote work
- ...Client Service Representative The Client Service Representative (CSR) serves as a primary point of contact for clients, ensuring a positive... ...The ability to lift up to 40 lbs. and be exposed to hazards associated with pets such as allergies, contagious diseases, noises,...Night shift
- ...The Client Services Specialist (CSS) supports Gehring Group's account management team by providing responsive, solution-oriented assistance for daily service needs, including claims and billing support for client employees and members. Acting as a trusted advocate, the...Work at officeFlexible hours
$120.97k
...Job Title Industrial Client Service Leader - Industrial Water/Wastewater Location United States - Nationwide Travel 15% travel Visa Sponsorship No. Job Description CDM Smith is seeking an Industrial Client Service Leader with a strong industrial water and wastewater background...Temporary workVisa sponsorship- ...Palm Beach is seeking a Full-Time Scheduler to join our Corporate office! Are you a customer service pro? Do you have a vision for creating positive experiences with clients? The Scheduler responds to customer inquiries and ensures that the client is provided impeccable...Full timeWork at officeWeekday work
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Client Service Associate. Be the first to apply!
- health services administrator Riviera Beach, FL
- human services specialist Riviera Beach, FL
- court services officer Riviera Beach, FL
- service delivery associate Riviera Beach, FL
- family services specialist Riviera Beach, FL
- guest services associate Riviera Beach, FL
- honda service advisor Riviera Beach, FL
- health service specialist Riviera Beach, FL
- environmental service aide Riviera Beach, FL
- community services specialist Riviera Beach, FL


