Marsh McLennan Agency ยท 9 hours ago
Client Advisor, Business Insurance
Marsh McLennan Agency (MMA) is a provider of business insurance and employee health & benefits solutions. The Client Advisor role involves managing client relationships and providing insurance services, including coverage analysis and risk management recommendations.
Employee BenefitsHealth CareInsuranceRetirement
Responsibilities
Maintain and expand client relationships within your own assigned book of accounts
Provide professional insurance services to our clients by coordinating with Producers, Underwriters, Service Team members and other departments
Providing coverage analysis and risk management recommendations
Completing applications
Preparing submissions
Negotiating coverage and pricing with carriers
Preparing proposals according to agency standards
Resolve issues related to billing
Make policy changes
Respond to policy coverage related questions in a timely and professional manner
Prepare exposure comparison
Premium comparisons
Renewal reviews
Renewal proposals
Participate in continuing education to maintain a P&C license
Stay current with all regulations and enhance insurance knowledge
Qualification
Required
5+ years relevant insurance brokerage experience
Active Property & Casualty license
Experience in managing assigned accounts through the client life cycle, including the renewal process
Solid coverage, underwriting and risk management knowledge
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 skills and demonstrated ability to manage multiple priorities efficiently
Preferred
Bachelor's Degree in Risk Management, Business Administration or other related fields
Insurance designations
Benefits
Generous time off, including personal and volunteering
Tuition reimbursement and professional development opportunities
Hybrid work
Charitable contribution match programs
Stock purchase opportunities
Health and welfare benefits
Tuition assistance
401K savings and other retirement programs
Employee assistance programs
Company
Marsh McLennan Agency
Marsh McLennan is an insurance company that provides business insurance, employee benefits, and private client insurance solutions. It is a sub-organization of Marsh & McLennan.
Funding
Current Stage
Late StageRecent News
2025-12-09
2025-12-01
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