Business Insurance Advisor

International Association of Insurance Professionals (IAIP); Phoenix, Northern (AZ, KY); On-site; USD 60,000 - 90,000; Full time

Job summary

Marsh Agency is seeking a Business Insurance Advisor in the Phoenix area. This role focuses on negotiating, selling, and managing relationships with new and existing clients, while being financially responsible for insurance accounts.

The ideal candidate will hold a Property & Casualty or Life & Health license (or ability to obtain within 90 days) and possess a Bachelor's degree with strong financial aptitude.

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 in order to become connected with prospective clients through association
• Work with prospective clients to identify ways Marsh Agency can partner with prospects on their insurance needs
• Partner with internal Account Executives and other support teams to strategically identify 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

Skills

Exceptional customer service

Interpersonal skills

Strong 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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