New Business Onboarding Specialist

About the position

Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. 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 includes thorough knowledge of entering New Business in Sagitta and Image Right file setup and management, reviewing current policies to determine coverage analysis based on client exposures, and identifying any gaps in coverage. The role also involves preparing AOR letters and New Business submissions for Marketing, working with Marketing through the quoting process, and facilitating a transition meeting with the BI Service Team.

Responsibilities

• 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

Requirements

• 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

Benefits

• 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