Select Business Unit Client Advisor

Marsh•Indian River Shores, FL

3d•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 McLennan (NYSE: MRSH). As our Select Business Unit Client Advisor, you'll be responsible for client retention and service by providing professional insurance advice and consultation services. This role involves reviewing individual client insurance programs, proposing additional coverages and limits, and managing a book of business with clients that average up to $15,000.00 in revenue. You will perform various service functions on assigned accounts, including preparing new and renewal policies, applications, submissions, and loss run reports. Additionally, you will manage the client renewal process, ensure certificate templates are accurate, issue binders and endorsements, and maintain client records in Sagitta & ImageRight systems. A thorough knowledge of business insurance policy contracts/coverages and processes for multiple insurance carriers is essential. You will also develop a comprehensive network and be available to mentor less experienced agency employees.

Requirements

Current Florida 2-20 License
Two years commercial insurance related experience and/or training.
Possess skills necessary to communicate with clients, carriers and prospects concerning commercial lines of coverage.
Intermediate knowledge of Microsoft Outlook, Excel and Word.
Ability to maintain and organize electronic files on the company document management system.
Ability to exercise independent judgment & sound problem solving skills.
Effective analytical skills and ability to manage multiple tasks.

Responsibilities

Client retention and service by providing professional insurance advice and consultation services.
Reviewing individual client insurance program(s) and proposing additional coverages & limits for client consideration.
Managing a book of business with clients that average up to $15,000.00 in revenue.
Perform various service functions on assigned accounts that include but are not limited to: Prepare new & renewal policies.
Prepare applications & submissions; loss run reports.
Managing client renewal process within defined guidelines.
Ensuring certificate templates are accurate & up to date.
Issue binders, endorsements, auto ID cards & schedules of insurance.
Maintain client records in Sagitta & ImageRight systems.
Thorough knowledge of business insurance policy contracts/coverages and processes for multiple insurance carriers.
Develop a comprehensive network within & outside of the company to assist with decision making.
Be available to mentor less experienced agency employees.