Business Insurance Client Advisor

Marsh McLennan•Clearwater, FL

12d•Hybrid

About The Position

Award-winning, inclusive, Top Workplace culture doesn’t happen overnight. It’s a result of hard work by extraordinary people. The industry’s brightest talent drive our efforts to deliver purposeful work and meaningful impact every day. Learn more about what makes us different and how you can make your mark as a Client Advisor at MMA. Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With 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 (NYSE: MRSH).

Requirements

High school diploma or equivalent
Active and Current Florida 2-20 insurance license
5 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 and insurance products and their usage

Nice To Haves

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

Responsibilities

Manage Renewal Process
Provide insurance advice pertaining to technical aspects and service support of new and renewal business including maintaining client retention of existing accounts
Communication/Client Service (internal & external clients)
Master Sagitta Agency Management System and document management system
Mentor associates
Problem solving including abstract reasoning
Manage client accounts receivables/payables
Time management and organization
Professional Growth and Development