Business Insurance Advisor

Nacba; Phoenix (AZ); Hybrid; USD 65,000 - 95,000; Full time

Job summary

Marsh Agency is seeking a results-driven Business Insurance Advisor to build relationships with new and existing clients in the Phoenix area. The role focuses on selling and managing insurance relationships, with responsibility for renewal processes and receivables.

The ideal candidate has active licenses, strong customer service skills, and completes required education. Travel to client meetings and collaboration with internal teams are key aspects of the job.

Qualifications

• Exceptional customer service and interpersonal skills.
• Active Property & Casualty or Life & Health License, or ability to obtain within 90 days of employment, required.
• Bachelor's Degree, required.
• Strong financial aptitude.
• Proficiency in Microsoft Office 365.

Responsibilities

• Involved in the community and business situations to connect with prospective clients through associations.
• Work with prospective clients to identify how Marsh Agency can partner on insurance needs.
• Partner with internal Account Executives and support teams to market new accounts.
• Retain existing accounts while meeting annual production standards.
• Responsible for account receivables.
• Obtain and/or collect information needed for renewal marketing to begin.
• Stay current on insurance coverages of existing accounts and provide technical support.
• Establish regular client visits to review coverages, contracts, and coordinate claims review.
• Conduct all business in accordance with policies and procedures.
• Attend onsite and offsite client meetings as necessary.
• Other duties as assigned.

Skills

Customer service

Interpersonal skills

Licensing (P&C or L&H)

Financial aptitude

Education

Bachelor's Degree

Tools

Microsoft Office 365

Job description

Position Overview

Business Insurance Advisors are responsible for negotiating, selling and managing relationships with new and existing clients. In addition, Advisors are fiscally responsible for each of their insurance accounts and are sales focused not day‑to‑day service focused.

Principal Duties and Responsibilities

• Involved in the community and business situations in order to become connected with prospective clients through association
• Work with prospective clients to identify ways in which Marsh Agency can partner with prospects on their insurance needs
• Partner with internal Account Executives and other support teams to strategically identity and market new accounts to meet the best interests and needs of the prospect
• Responsible for retaining existing accounts while meeting new account productions standards each year
• Responsible for account receivables
• Responsible for obtaining and/or assigning the collection of information needed for the renewal marketing process to begin
• Accountable for staying current on the insurance coverages of existing accounts as a means of maintaining credibility with and offering technical support to the client
• Establish a regular schedule for client visits to review coverages, contracts, coordinate claims review and other various meetings
• Conduct all business in accordance with established policies and procedures
• Attend onsite and offsite client meetings as necessary
• Other duties as assigned

Knowledge, Skills and Abilities

Required:

• Exceptional customer service and interpersonal skills
• Active Property & Casualty or Life & Health License, or ability to obtain within 90 days of employment, required
• Bachelor's Degree, required
• Strong financial aptitude
• Proficiency in Microsoft Office 365

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