Business Insurance Client Advisor

Marsh McLennan • Miami, FL

1d • 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 technical insurance advice and service support for new and renewal business, maintains client retention, and supports client service and account management. The Client Advisor also mentors associates and manages client 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.
• Clear written and verbal communication skills.
• Thorough knowledge of insurance terminology, 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 internal and external clients and provide client service.
• Learn and use the Sagitta Agency Management System and document management system.
• Mentor associates.
• Apply problem-solving and abstract-reasoning skills.
• 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 and professional development opportunities.
• Hybrid work.
• Charitable contribution match programs.
• Stock purchase opportunities.
• Colleague well-being resources and programs.

What This Job Offers

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