Strategic Insurance Client Advisor (Hybrid)

Marsh; Fort Lauderdale (FL); Hybrid; USD 65,000 - 85,000; Full time

Benefits offered by this job

Hybrid work

Tuition reimbursement

Professional development opportunities

Generous time off

Job summary

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.

Qualifications

• 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.

Responsibilities

• 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.

Skills

Account management

Customer service

Office productivity

Communication

Insurance terminology

Education

High school diploma or equivalent

Bachelor's degree or higher (nice to have)

Tools

Sagitta

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Job description

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.