Business Insurance Client Advisor
Marsh McLennan•Tampa, FL
•Hybrid
About The Position
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
Benefits
- Generous time off, including personal and volunteering
- Tuition reimbursement and professional development opportunities
- Hybrid work
- Charitable contribution match programs
- Stock purchase opportunities
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
