Client Advisor

Marsh McLennan • Clearwater, FL

1d • 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).

A day in the life.
The Business Insurance Client Advisor will be accountable for managing a high-profile book of business that is complex to handle and generates substantial revenue that is critical to the company operations.
As our Client Advisor on the Business Insurance team, you’ll
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

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

What This Job Offers

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