Client Advisor, Commercial Lines Small Business

Marsh McLennan

Colorado

Hybrid

USD 65,000 - 120,000

Full time

14 days+
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Benefits offered by this job

Hybrid work
Tuition reimbursement
Stock purchase plan
Generous time off
Charitable matching programs

Job summary

Marsh McLennan Agency (MMA) in Colorado is seeking a Client Advisor for the Commercial Lines Small Business team. You will service and grow a portfolio of accounts, coordinating with Producers, Carriers and service colleagues to deliver coverage analyses and renewal proposals.

Responsibilities include risk management recommendations, completing applications, and addressing billing or policy questions promptly.

Qualifications

  • Active Property & Casualty license required and maintained.
  • Experience managing assigned accounts through renewal cycles.
  • Strong communication, analytical, and presentation skills.

Responsibilities

  • Maintain and grow client relationships within assigned book of accounts.
  • Provide coverage analysis, risk management recommendations, and submissions.
  • Coordinate with Producers, Carriers, Service Teams; respond to billing and policy questions.
  • Prepare renewal proposals and present to clients.

Skills

Active Property & Casualty license
Account management lifecycle
Coverages, renewals, risk management
Oral and written communication
Analytical and problem-solving
Presentations to diverse groups
MS Office (Word, Excel, PowerPoint)
Agency management systems

Education

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

Tools

Agency management systems
Microsoft Office suite
Web browser software

Job description

Company:
Description:

Client Advisor, Commercial Lines Small Business

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 Client Advisor with the Commercial Lines Small Business team here at MMA.

Marsh McLennan Agency (MMA) 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 for the Commercial Lines Small Business 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, Carriers, 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:

  • Active Property & Casualty license
  • Experience managing assigned accounts through the client life cycle, including the renewal process
  • Demonstrated knowledge of coverages, renewals and risk management
  • 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 skillsand 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 EOEMinority/Female/Disability/Vet/SexualOrientation/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-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.

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.

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