Business Insurance Advisor

Marsh McLennan Agency; Scottsdale (AZ); On-site; USD 70,000 - 110,000; Full time

Job summary

Marsh Agency seeks a Business Insurance Advisor to negotiate, sell, and manage relationships with new and existing clients in Arizona. You will drive sales while aligning coverage options with client needs and industry standards.

The role requires proactive client engagement, accurate account management, and collaboration with internal teams to grow renewals and new business. A strong service mindset and regulatory awareness are essential.

Qualifications

• Exceptional customer service and interpersonal skills.
• Active Property & Casualty or Life & Health License, or ability to obtain within 90 days of employment, required.

Responsibilities

• Involved in the community and business situations to connect with prospective clients.
• Identify ways Marsh Agency can partner with prospects on their insurance needs.
• Partner with internal Account Executives to market new accounts and meet prospect needs.
• Retain existing accounts while meeting new account production standards each year.
• Manage account receivables and renewal information gathering.
• Stay current on client coverages to advise credibly and support clients.
• Schedule regular client visits to review coverages and contracts.

Skills

Customer service

Interpersonal skills

Education

Property & Casualty or Life & Health License

Job description

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