M

Marsh & McLennan

Brokers insurance and runs risk and HR consulting

Business Insurance Client Advisor

Insurance Sales & AgencyConfirmed live in the last 24 hours
Full-timeNo salary listed

About the Job

Requirements

  • A high school diploma or equivalent is required.
  • An active and current Florida 2-20 insurance license is required.
  • Five years of account management experience within an insurance agency is required.
  • Experience in a supervisory or team lead role is required.
  • Strong proficiency in Microsoft Office products is required.
  • Thorough knowledge of insurance terminology, insurance products, and their usage is required.
  • The role requires clear written and verbal communication.

Responsibilities

  • Manage the renewal process.
  • Provide insurance advice on technical aspects and service support for new and renewal business, including maintaining client retention of existing accounts.
  • Communicate with and provide client service to internal and external clients.
  • Use Sagitta Agency Management System and the document management system.
  • Mentor associates.
  • Solve problems, including applying abstract reasoning.
  • Manage client accounts receivables and payables.
  • Manage time and organize work.
  • Pursue professional growth and development.

Desired Qualifications

  • A bachelor's degree or higher is preferred.
  • Experience with Sagitta and/or ImageRight is preferred.

About the Company

Marsh & McLennan

Brokers insurance and runs risk and HR consulting

Marsh & McLennan Companies, which operates under the Marsh brand, is an insurance broker and consulting group serving businesses, governments and institutions worldwide. Its Marsh Risk unit arranges property, casualty, cyber and employee-benefit coverage, while Guy Carpenter places reinsurance for insurers. Mercer advises employers on pay, benefits, retirement and investments, and Oliver Wyman, Lippincott and NERA handle strategy, brand and economic consulting. Brokers earn commissions and fees from placing coverage, and consultants bill client fees or charge fees based on assets or plan members. The company traces its roots to 1871 and is headquartered in New York City.

Company size
10,001+
Company stage
Not listed
Total funding
Not listed
Headquarters
New York, NY
Founded
1871

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