Business Insurance Client Advisor

Marsh McLennan • Miami, FL

2d • Hybrid

About The Position

The Business Insurance Client Advisor manages a high-profile, complex book of business that generates substantial revenue critical to company operations. The role provides insurance advice and service support for new and renewal business, supports client retention, and serves internal and external clients. The Client Advisor also mentors associates and manages account receivables and payables.

Requirements

• High school diploma or equivalent.
• Active and current Florida 2-20 insurance license.
• Five years of account management experience within an insurance agency.
• Experience in a supervisory or team lead role.
• Strong proficiency in Microsoft Office products.
• Excellent customer service skills.
• Ability to communicate clearly in writing and verbally.
• Thorough knowledge of insurance terminology, insurance products, and their usage.

Nice To Haves

• Bachelor’s degree or higher.
• Experience with Sagitta and/or ImageRight.

Responsibilities

• Manage the renewal process.
• Provide insurance advice on technical aspects and service support for new and renewal business.
• Maintain client retention for existing accounts.
• Communicate with and provide client service to internal and external clients.
• Use the Sagitta Agency Management System and document management system.
• Mentor associates.
• Solve problems, including through abstract reasoning.
• Manage client account receivables and payables.
• Manage time and stay organized.
• Pursue professional growth and development.

Benefits

• Generous time off, including personal and volunteering time.
• Tuition reimbursement.
• Professional development opportunities.
• Hybrid work.
• Charitable contribution match programs.
• Stock purchase opportunities.
• Robust benefits programs and resources.
• Colleague well-being resources.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: High school or GED