Business Insurance Client Advisor — Hybrid & Growth

Marsh McLennan Agency; Miami (FL); Hybrid; USD 65,000 - 90,000; Full time

Benefits offered by this job

Hybrid work

Tuition reimbursement and professional

Professional development opportunities

Stock purchase opportunities

Generous time off and volunteering

Charitable contribution match

Job summary

Marsh McLennan Agency (MMA) is hiring a Client Advisor to manage a high-profile book in Business Insurance. You will handle renewal processes, provide expert insurance guidance, and support client retention.

You will use Sagitta and related doc systems, while mentoring junior staff and ensuring strong client service. The role requires a Florida 2-20 license, 5 years in insurance account management, and solid MS Office skills.

Qualifications

• High school diploma or equivalent required.
• Active Florida 2-20 insurance license required.
• 5 years of account management experience in an insurance agency.
• Experience in a supervisory or team lead role.
• Strong proficiency in Microsoft Office products.
• Excellent customer service skills.
• Clear written and verbal communication skills.
• Thorough knowledge of insurance terminology and products.

Responsibilities

• Manage Renewal Process for a high-profile book of business.
• Provide insurance advice and support for new and renewal business; maintain client retention.
• Communicate with internal and external clients.
• Master Sagitta Agency Management System and document management system.
• Mentor associates.
• Problem solving including abstract reasoning.
• Manage client accounts receivables/payables.
• Demonstrate time management and organization.
• Support professional growth and development.

Skills

Account management experience

MS Office

Customer service

Clear communication

Time management

Problem solving

Insurance terminology

Mentor teammates

Supervisory experience

Education

Bachelor’s degree or higher

High school diploma or equivalent

Tools

Sagitta Agency Management System

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Job description

Marsh McLennan Agency (MMA) is hiring a Client Advisor to manage a high-profile book in Business Insurance. You will handle renewal processes, provide expert insurance guidance, and support client retention.

You will use Sagitta and related doc systems, while mentoring junior staff and ensuring strong client service. The role requires a Florida 2-20 license, 5 years in insurance account management, and solid MS Office skills.