Client Advisor

MMC; Clearwater (FL); Hybrid; USD 85,000 - 110,000; Full time

Benefits offered by this job

Health Insurance

401k

Professional development opportunities

Hybrid work

Six week parental leave

Charitable contribution match

Stock purchase opportunities

Job summary

Marsh McLennan Agency (MMA) seeks a Business Insurance Account Manager to handle a high-profile, revenue-generating book with expert guidance on renewal and client service. You will manage the Sagitta system, mentor teammates, and handle complex insurance scenarios for diverse clients.

The role emphasizes technical insurance knowledge, policy interpretation, and proactive relationship management. The position offers a hybrid work arrangement and opportunities for professional growth within a

Qualifications

• Current 2-20 license required for licensed business insurance practice.
• Extensive knowledge of business insurance policy contracts and coverages.
• Understanding of regulatory, legislative and market issues affecting commercial risks.
• Willingness to learn Sagitta Agency Management System.

Responsibilities

• Manage renewal process for a high-profile book of business.
• Provide insurance advice on technical aspects and service support of new and renewal business.
• Communicate with internal and external clients to maintain retention.
• Master Sagitta Agency Management System and document management system.
• Mentor associates as part of team development.
• Solve problems including abstract reasoning for complex accounts.
• Oversee client claims management.
• Manage client accounts receivables/payables.
• Demonstrate time management and organizational skills.
• Pursue professional growth and development continuously.

Skills

Insurance knowledge

Client service

Mentor associates

Problem solving

Financial acumen

Education

Current 2-20 license

Tools

Sagitta Agency Management System

Job description

Award-winning, inclusive, Top Workplace culture doesn't happen overnight. It's a result of hard work by extraordinary people. More than 15,000 of the industry's brightest talent drive our efforts to deliver purposeful work and meaningful impact every day.Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With over 300 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).

We are looking for a Business Insurance Account Manager who is accountable for managing a high-profile book of business that is complex to handle and generates substantial revenue that is critical to the company operations.

A day in the life.

• Manage Renewal Process
• Provide insurance advice pertaining to technical aspects and service support of new and renewal business including maintaining client retention of existing accounts
• Communication/Client Service (internal & external clients)
• Master Sagitta Agency Management System and document management system
• Mentor associates
• Problem solving including abstract reasoning
• Client claims management
• Manage client accounts receivables/payables
• Time management and organization
• Professional Growth and Development

Our future colleague:

• Current 2-20 license
• Extensive knowledge of business insurance policy contracts/coverages
• Extensive understanding of the regulatory, legislative, and legal issues surrounding critical commercial situations, including understanding of marketplace and market conditions
• Working knowledge of Sagitta Agency Management System, or willingness to learn

Valuable benefits.

• Generous time off, including personal and volunteering
• Health Insurance
• 401k
• Professional development opportunities
• Hybrid work
• Six week paid parental leave for the birth or adoption of a child
• Charitable contribution match programs
• Stock purchase opportunities

Who you are is who we are. We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. We are always seeking those with ethics, talent, and ambition who are interested in joining our client-focused teams.

Marsh McLennan and its affiliates are EOE Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers.