Client Advisor

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

Benefits offered by this job

Hybrid work

Health Insurance

401k

Professional development opportunities

Six week parental leave

Charitable contribution match programs

Stock purchase opportunities

Generous time off

Job summary

Marsh McLennan Agency in Florida seeks a Business Insurance Account Manager to oversee a high-profile book of business, providing expert insurance guidance and maintaining client retention. This role supports renewal processes and client service across internal and external clients in a collaborative team environment.

You will master Sagitta Agency Management System, mentor associates, and contribute to professional growth while navigating complex commercial insurance challenges in a dynamic,

Qualifications

• Current 2-20 license required.
• Extensive knowledge of business insurance policy contracts/coverages.
• Extensive understanding of regulatory, legislative, and legal issues in commercial insurance.
• Willingness to learn Sagitta Agency Management System.

Responsibilities

• 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.

Skills

Insurance knowledge

Policy interpretation

Regulatory understanding

Education

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.

We value and respect the impact our colleagues make every day both inside and outside our organization. We’ve built a culture that promotes colleague well‑being through robust benefit programs and resources, encourages professional and personal development, and celebrates opportunities to pursue the projects and causes that give colleagues fulfilment outside of work.

• 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

To learn more about a career at MMA, check us out online: http://marshmma.com/careers or flip through our recruiting brochure: https://bit.ly/3Qpcjmw

Follow us on social media to meet our colleagues and see what makes us tick:

• https://www.instagram.com/lifeatmma/
• https://www.facebook.com/LifeatMMA
• https://www.linkedin.com/company/marsh-mclennan-agency/

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.

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