Business Insurance Client Advisor
About the job
- A high school diploma or equivalent is required.
- An active, 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.
- Customer service skills are required.
- Ability to communicate clearly in writing and verbally is required.
- Thorough knowledge of insurance terminology and insurance products and their usage is required.
- Manage the renewal process.
- Provide insurance advice on technical aspects and service support for new and renewal business, including maintaining retention of existing accounts.
- Communicate with internal and external clients and provide client service.
- Master the Sagitta Agency Management System and document management system.
- Mentor associates.
- Solve problems, including through abstract reasoning.
- Manage client accounts receivables and payables.
- Manage time and organization.
- Pursue professional growth and development.
- A bachelor's degree or higher is a plus, but is not required.
- Experience with Sagitta and/or ImageRight is a plus, but is not required.
About the company
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
N/A
Total Funding
N/A
Headquarters
New York, NY
Founded
1871
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Simplify's Take
What believers are saying
- Consulting drives growth: Mercer and Oliver Wyman's group grew 8% organically in the June 2026 quarter, versus 3% for broking.
- Profits cushion jobs: Marsh kept about 27 cents of operating profit per sales dollar in 2025, before one-time costs.
- Many career paths under one employer: 95,000+ colleagues span broking, reinsurance, benefits and strategy consulting in 130 countries.
What critics are saying
- Expect cuts: Thrive, announced October 2025, sets aside $500 million, mostly severance and technology, to save $400 million yearly.
- Pricing works against broking: Marsh's index shows commercial rates fell 6% in the June 2026 quarter, an eighth straight drop.
- Back-office roles are being consolidated: a Business and Client Services unit is pooling operations and technology teams company-wide.
What makes Marsh & McLennan unique
- Consulting is a third of the business: Mercer and the Oliver Wyman group earned 36% of 2025 revenue.
- Investment management sets it apart: Mercer is the world's largest outsourced chief investment office, running portfolios for institutions.
- Scale sets it apart: 2025 revenue grew 10% to $27.0 billion across broking, reinsurance and consulting.
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