Client Advisor

Marsh McLennan; Fort Lauderdale (FL); Ibrido; USD 65.000 - 85.000; Tempo pieno

Vantaggi offerti da questo lavoro

Hybrid work

Tuition reimbursement

Professional development opportunities

Generous time off

Descrizione del lavoro

Marsh Agency is seeking a Business Insurance Client Advisor to support our client-focused teams. You will manage renewals, provide insurance guidance on technical matters, and ensure high-quality service for existing and new accounts.

The ideal candidate holds a Florida 2-20 license, has 5 years of account management experience, and demonstrates strong Excel/Office skills. Hybrid work arrangement and ongoing professional development are offered.

Competenze

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

Mansioni

• Manage Renewal Process.
• Provide insurance advice on technical aspects and service for new and renewal business, maintaining client retention.
• Communication and client service 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.
• Time management and organization.
• Professional Growth and Development.

Conoscenze

Account management

Customer service

Office productivity

Communication

Insurance terminology

Formazione

High school diploma or equivalent

Bachelor's degree or higher (nice to have)

Strumenti

Sagitta

ImageRight

Descrizione del lavoro

Company:

Marsh McLennan Agency

Description:

Award-winning, inclusive, Top Workplace culture doesn't happen overnight. It's a result of hard work by extraordinary people. The industry's brightest talent drive our efforts to deliver purposeful work and meaningful impact every day. Learn more about what makes us different and how you can make your mark as a Business Insurance Client Advisor at Marsh Agency.

Marsh Agency helps people and organizations manage risk and prepare for the future through insurance, benefits, retirement, and wealth management strategies. We believe in hands-on proactive service, data-driven insights, and understanding how global events can impact local decisions. As a trusted partner, we show our clients what's possible and guide them during every step of their journey.

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
• Manage client accounts receivables/payables
• Time management and organization
• Professional Growth and Development

Our future colleague.

• High school diploma or equivalent
• Active and Current Florida 2-20 insurance license
• 5 years of account management experience within an insurance agency
• Experience in a supervisory or team lead role
• Strong proficiency in Microsoft Office Products
• Excellent customer service skills
• Ability to communicate clearly (in writing and verbally
• Thorough knowledge of insurance terminology and insurance products and their usage

These additional qualifications are a plus, but not required to apply:

• Bachelor's degree or higher
• Experience with Sagitta and/or ImageRight

Valuable benefits.

We value and respect the impact our colleagues make every day both inside and outside of work. Our culture promotes colleague well-being through robust benefits programs and resources, professional and personal development opportunities, and fulfillment through meaningful work.

Some benefits included in this role are:

• Generous time off, including personal and volunteering.
• Tuition reimbursement and professional development opportunities.
• Hybrid work.
• Charitable contribution match programs.
• Stock purchase opportunities.

To learn more about a career at Marsh Agency, check us out on our website at http://marshmma.com/careers or flip through our recruiting brochure at https://www.flipsnack.com/BB9CD8DD75E/your-future-is-limitless.

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

• Instagram
• Facebook
• X
• LinkedIn

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 is committed to providing an inclusive work environment. We aim to attract and retain the best, most qualified people and value colleagues of all backgrounds, without regard to age, background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, veteran status (including protected veterans), or any other characteristic protected by applicable law.

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

If you require an accommodation during the application or interview process, please let us know by contacting [e-mail].

#MarshAgencyBI