Client Advisor

Marsh McLennan•Fort Lauderdale, FL

11d•Hybrid

About The Position

Marsh McLennan Agency is hiring a Client Advisor for its Business Insurance team. The role supports clients with insurance advice, technical expertise, and service for new and renewal business, while helping maintain client retention. The Client Advisor manages renewal processes and client accounts, communicates with internal and external clients, and handles account receivables and payables. The position also involves mastering the Sagitta agency management and document management systems, mentoring associates, solving problems, and managing time and professional development.

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 with Microsoft Office products.
Excellent customer service skills.
Ability to communicate clearly in writing and verbally.
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 matters and service support for new and renewal business.
Maintain client retention for existing accounts.
Communicate with internal and external clients and provide client service.
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.