Business Insurance Advisor

Marsh McLennan • Scottsdale, AZ

5d

About The Position

Business Insurance Advisors negotiate, sell, and manage relationships with new and existing clients. The role is fiscally responsible for each insurance account and is focused on sales rather than day-to-day service. Advisors build connections with prospective clients through community and business associations, identify ways Marsh McLennan Agency can partner with prospects on insurance needs, and work with internal Account Executives and support teams to market new accounts strategically. They are responsible for retaining existing accounts while meeting annual new-account production standards, managing account receivables, and ensuring the information needed for renewal marketing is obtained or assigned. Advisors stay current on clients’ insurance coverages, maintain credibility, provide technical support, and schedule regular client visits to review coverages, contracts, claims, and other matters. They conduct business according to established policies and procedures, attend client meetings onsite and offsite as needed, and perform other duties as assigned.

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 required.
• Strong financial aptitude.
• Proficiency in Microsoft Office 365.

Responsibilities

• Build connections with prospective clients through community and business associations.
• Work with prospective clients to identify ways 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 collection of information needed to begin renewal marketing.
• 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.

What This Job Offers

• Job Type: Full-time