Client Advisor, Business Insurance jobs in United States
cer-icon
Apply on Employer Site
company-logo

Marsh McLennan · 12 hours ago

Client Advisor, Business Insurance

Marsh McLennan is a leading provider of business insurance and employee health solutions. The Client Advisor within the Business Insurance team is responsible for maintaining and expanding client relationships, providing insurance services, and conducting coverage analysis and risk management recommendations.

Financial ServicesProfessional ServicesService Industry

Responsibilities

Utilize exceptional client servicing skills to maintain and expand client relationships within your own assigned book of accounts
Provide professional insurance services to clients by coordinating with Producers, Underwriters, Service Team members and other departments
Provide coverage analysis and risk management recommendations
Complete applications and prepare submissions
Negotiate coverage and pricing with carriers and prepare proposals according to agency standards
Resolve issues related to billing and make policy changes
Respond to policy coverage related questions in a timely and professional manner
Prepare exposure comparison, premium comparisons, renewal reviews and renewal proposals
Participate in continuing education to maintain a P&C license and stay current with all regulations

Qualification

Property & Casualty licenseInsurance brokerage experienceCoverageRisk managementAnalytical skillsMicrosoft Office proficiencyCommunication skillsTime managementPresentation skillsRelationship buildingProblem-solving skills

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

Company

Marsh McLennan

company-logo
Marsh McLennan (NYSE: MMC) is a global leader in risk, strategy and people, advising clients in 130 countries across four businesses: Marsh, Guy Carpenter, Mercer and Oliver Wyman.

Funding

Current Stage
Public Company
Total Funding
$11.2B
2024-10-30Post Ipo Debt· $7.25B
2024-02-14Post Ipo Debt· $1B
2023-09-06Post Ipo Debt· $1.6B

Leadership Team

leader-logo
Joe Hayes
Senior Vice President, COO Private Client Services
linkedin
leader-logo
Katherine Brennan
SVP & General Counsel
linkedin
Company data provided by crunchbase