Business Insurance New Business Onboarding Specialist Award-winning, inclusive, Top Workplace culture doesn't happen overnight. It's a result of hard work by extraordinary people. More than 15,000 of the industry's brightest talent drive our efforts to deliver purposeful work and meaningful impact every day.
Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With over 300 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 McLennan (NYSE: MMC).
We are looking for a New Business Onboarding Specialist to act as the liaison between our Sales and Marketing teams in onboarding new business prospects and clients.
A day in the life. - Thorough knowledge of entering New Business in Sagitta and Image Right file setup and management
- Review current policies to determine coverage analysis based on client exposures and identify any gaps in coverage
- Work with Sales and Client/Prospect to obtain all information required to prepare New Business submission
- Prepare AOR letters and New Business submission for Marketing
- Work with Marketing through quoting process and field all underwriting questions and information requests
- Utilize Indio for Supplemental Apps when requested
- Prepare Proposal for Sales to present to Prospect
- Provide binding instructions and all required signed binding documents to Marketing
- Update Sagitta with bound coverage information
- Prepare Summary of Bound Coverage
- Invoice all bound lines of coverage in Sagitta
- Create Tasks in IR for any follow up items and Policy Receipt
- Facilitate a transition meeting with BI Service Team
- All other duties as assigned and required to fulfill the responsibilities of the role
Our future colleague. - Currently Florida 2-20 License
- Solid technical insurance knowledge and background of business insurance coverage
- Extensive understanding of all software products and agency resources necessary for the efficient management of client information
- Advanced working knowledge of Sagitta and Image Right and ability to maintain and organize all correspondence in the company document management system
- Excellent organizational skills with high attention to detail
- Ability to manage multiple tasks, deadlines, and adjust priorities in a fast-paced environment
- Possess skills necessary to communicate with clients, carriers and prospects concerning commercial lines of coverage
- High self-motivation with excellent interpersonal skills and the ability to work effectively with diverse backgrounds.
- Excellent communication and negotiation skills
- Effective team member who proactively assists all other members of this team
- Ability to always maintain a professional manner
- Intermediate knowledge of Microsoft Outlook, Excel and Word
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
- 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
To learn more about a career at MMA, check us out online: or flip through our recruiting brochure:
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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.