Client Advisor, Business Insurance

Marsh; City of Oneida (NY); Hybrid; USD 65,000 - 120,000; Full time

Benefits offered by this job

Hybrid work

Generous time off

Tuition reimbursement and professional

Charitable contribution match programs

Stock purchase opportunities

Job summary

Marsh Agency is seeking a Commercial Lines Client Advisor who will manage and grow relationships within a defined client book. You will coordinate with Producers, Underwriters, and Service Teams to deliver coverage analyses, risk management guidance, and well-prepared submissions for carriers.

Ideal candidates bring 3+ years of brokerage experience, an active P&C license, and strong communication skills. Hybrid work and robust benefits are offered.

Qualifications

• 3+ years relevant insurance brokerage experience.
• Active Property & Casualty license.
• Experience managing assigned accounts through the client life cycle, including renewal.
• Solid coverage, underwriting and risk management knowledge.
• Excellent oral and written communication and relationship-building skills.

Responsibilities

• Maintain and expand client relationships within your assigned book of accounts.
• Provide coverage analysis and risk management recommendations; complete applications and submissions.
• Coordinate with Producers, Underwriters, Service Team members, and other departments.
• Prepare renewal reviews and renewal proposals; negotiate coverage and pricing with carriers.
• Assist with billing questions and policy changes in a timely, professional manner.

Skills

Client relationship management

P&C license

Account lifecycle management

Coverage analysis

Presentations

MS Office

Agency management systems

Web browser tools

Education

Bachelor's degree

Insurance designations

Tools

Microsoft Office

Agency management systems

Job description

Company:

Description:

Client Advisor, Business Insurance

Our not-so-secret sauce.

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 Commercial Lines Client Advisor with the Business Insurance team here at Marsh Agency.

Marsh Agency provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With 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: MMC).

A day in the life.

As a Client Advisor within the Business Insurance Commercial Lines team, you'll utilize your exceptional client servicing skills to maintain and expand client relationships within your own assigned book of accounts and also provide professional insurance services to our clients by coordinating with Producers, Underwriters, Service Team members and other departments too. This includes, but not limited to, providing coverage analysis and risk management recommendations, completing applications, preparing submissions, negotiating coverage and pricing with carriers and preparing proposals according to agency standards. You may also be called on to resolve issues related to billing, make policy changes, respond to policy coverage related questions in a timely and professional manner, and prepare exposure comparison, premium comparisons, renewal reviews and renewal proposals.

All Client Advisors are expected to participate in continuing education to maintain a P& C license, stay current with all regulations and enhance insurance knowledge.

Our future colleague.

We'd love to meet you if your professional track record includes the following:

• 3+ years relevant insurance brokerage experience
• Active Property & Casualty license
• Experience in managing assigned accounts through the client life cycle, including the renewal process.
• Solid coverage, underwriting and risk management knowledge
• Effective oral and written communication and relationship building skills are essential
• Strong analytical and problem-solving skills
• Ability to conduct presentations and speak to diverse groups
• High level of proficiency with Microsoft Office products, including Word, Excel and PowerPoint as well as agency management systems and web browser software
• Exceptional time management and organization skills and demonstrated ability to manage multiple priorities efficiently

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

• Bachelor's Degree in Risk Management, Business Administration or other related fields
• Insurance designations

We know there are excellent candidates who might not check all of these boxes. Don't be shy. If you're close, we'd be very interested in meeting you.

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 MMA, check us out our website or flip through recruiting brochure .

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

#MMABI

#LI-Hybrid

The applicable base salary range for this role is $64,700 to $120,400.

The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. Decisions will be determined on a case‑based…

We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs.