Business Insurance Advisor

Marsh McLennan•Scottsdale, AZ

About The Position

Business Insurance Advisors negotiate, sell, and manage relationships with new and existing clients. They are fiscally responsible for their insurance accounts and focus on sales rather than day-to-day service. The role involves developing prospective client relationships, identifying insurance needs, partnering with internal teams to market accounts, retaining existing accounts, and supporting clients with insurance coverage and renewal processes.

Requirements

Exceptional customer service and interpersonal skills.
Active Property & Casualty or Life & Health license, or ability to obtain one within 90 days of employment.
Bachelor’s degree.
Strong financial aptitude.
Proficiency in Microsoft Office 365.

Responsibilities

Build connections with prospective clients through involvement in community and business situations and associations.
Work with prospective clients to identify how Marsh McLennan Agency can partner with them on their insurance needs.
Partner with internal Account Executives and support teams to strategically identify and market new accounts in the prospect’s best interests.
Retain existing accounts while meeting annual new-account production standards.
Manage account receivables.
Obtain or assign the collection of information needed to begin the renewal marketing process.
Stay current on existing accounts’ insurance coverages to maintain credibility and provide technical support to clients.
Establish a regular schedule of client visits to review coverages and contracts and coordinate claims reviews and other meetings.
Conduct business in accordance with established policies and procedures.
Attend onsite and offsite client meetings as necessary.
Perform other duties as assigned.