Client Advisor

Marsh McLennan • Fort Lauderdale, FL

3d • Hybrid

About The Position

Marsh McLennan Agency is seeking a Business Insurance Client Advisor to join its Business Insurance team. The role supports clients with insurance advice, service, and account management, including managing the renewal process and maintaining retention of existing accounts. The Client Advisor provides technical guidance and service support for new and renewal business, communicates with internal and external clients, manages client account receivables and payables, and mentors associates. The position also requires mastery of the Sagitta Agency Management System and document management system, along with strong problem-solving, organization, time-management, and professional-development skills.

The role is part of an inclusive, client-focused organization that supports colleagues' well-being and professional and personal development. Hybrid work is offered. The posting does not specify a particular location or salary.

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 and 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 and provide client service to internal and external clients.
• Master 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 and professional development opportunities.
• Hybrid work.
• Charitable contribution match programs.
• Stock purchase opportunities.
• Robust benefits programs and resources.

What This Job Offers

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