Client Advisor, Business Insurance

Marsh McLennan•Madison, NY

1d•Hybrid

About The Position

As a Client Advisor within the Business Insurance Commercial Lines team at Marsh Agency, you will use client-servicing skills to maintain and expand relationships within an assigned book of accounts. You will coordinate with Producers, Underwriters, Service Team members, and other departments to provide professional insurance services. This includes conducting coverage analysis and providing risk-management recommendations, completing applications, preparing submissions, negotiating coverage and pricing with carriers, and preparing proposals according to agency standards. You may also resolve billing issues, make policy changes, respond to policy-coverage questions, and prepare exposure and premium comparisons, renewal reviews, and renewal proposals. Client Advisors participate in continuing education to maintain a Property & Casualty license, stay current with regulations, and enhance insurance knowledge. Marsh Agency provides business insurance, employee health and benefits, retirement, and private client insurance solutions. It combines a local-consultant service model with the resources of Marsh McLennan. The role offers a hybrid work arrangement and may be eligible for performance-based incentives. The applicable base salary range is $64,700 to $120,400, with pay determined by factors including experience, skills, training, location, certifications, and education.

Requirements

At least 3 years of relevant insurance brokerage experience.
Active Property & Casualty license.
Experience managing assigned accounts through the client life cycle, including the renewal process.
Solid coverage, underwriting, and risk-management knowledge.
Effective oral and written communication and relationship-building skills.
Strong analytical and problem-solving skills.
Ability to conduct presentations and speak to diverse groups.
High proficiency with Microsoft Office products, including Word, Excel, and PowerPoint, as well as agency management systems and web browser software.
Exceptional time-management and organizational skills, with demonstrated ability to manage multiple priorities efficiently.

Nice To Haves

Bachelor’s degree in Risk Management, Business Administration, or a related field.
Insurance designations.

Responsibilities

Maintain and expand client relationships within an assigned book of accounts.
Coordinate with Producers, Underwriters, Service Team members, and other departments to provide insurance services.
Provide coverage analysis and risk-management recommendations.
Complete applications and prepare submissions and proposals according to agency standards.
Negotiate coverage and pricing with carriers.
Resolve billing issues, make policy changes, and respond promptly and professionally to policy-coverage questions.
Prepare exposure comparisons, premium comparisons, renewal reviews, and renewal proposals.
Participate in continuing education to maintain a P&C license, stay current with regulations, and enhance insurance knowledge.