Full-Time

Business Insurance Client Advisor

Updated on 8/22/2026

Marsh & McLennan

Marsh & McLennan

Risk, insurance and business consulting

No salary listed

Company Does Not Provide H1B Sponsorship

Maitland, FL, USA + 1 more

More locations: Clearwater, FL, USA

Hybrid

Hybrid work is required; specific in-office frequency is not stated.

Bachelor's

Category
Customer Experience & Support (1)
Required Skills
Microsoft Office
Customer Service
Requirements
  • A high school diploma or equivalent.
  • An active and current Florida 2-20 insurance license.
  • Five years of account management experience within an insurance agency.
  • Experience in a supervisory or team lead role.
  • Strong proficiency in Microsoft Office products.
  • Excellent customer service skills.
  • Ability to communicate clearly in writing and verbally.
  • Thorough knowledge of insurance terminology and insurance products and their usage.
Responsibilities
  • Manage a complex, high-profile book of business that generates substantial revenue.
  • Manage the renewal process.
  • Provide insurance advice on the technical aspects and service support of new and renewal business while maintaining client retention for existing accounts.
  • Communicate with internal and external clients and provide client service.
  • Master the Sagitta Agency Management System and the document management system.
  • Mentor associates.
  • Apply problem-solving skills, including abstract reasoning.
  • Manage client accounts receivables and payables.
  • Manage time and organization effectively.
  • Pursue professional growth and development.
Desired Qualifications
  • A bachelor's degree or higher.
  • Experience with Sagitta and/or ImageRight.

Marsh, formerly Marsh McLennan, is a global professional services firm focused on risk, insurance, reinsurance, talent and business strategy. Its operating businesses help organizations arrange coverage, model and transfer risk, design workforce programs and address complex management questions. Clients range from growing companies to governments and multinational enterprises. The group combines advisory expertise with insurance-market access and data, making it broader than an insurance broker alone while remaining primarily a business-to-business services organization.

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Founded

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