Vista previa generada por IA
Select Business Unit Client Advisor con trabajo híbrido en Clearwater, FL – especialista en seguros comerciales y retención de clientes.
Marsh McLennan Agency busca un asesor de clientes experto en revisión de pólizas, procesos de renovación y construcción de redes.
Company
Marsh McLennan Agency
Description:
Award-winning, inclusive, Top Workplace culture doesn’t happen overnight. It’s a result of hard work by extraordinary people. The industry’s brightest talent drive our efforts to deliver purposeful work and meaningful impact every day. Learn more about what makes us different and how you can make your mark as a Select Business Unit Client Advisor at MMA.
Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With offices across North America, we combine the personalized service model of a local consultant with the global resources of the world’s leading professional services firm, Marsh McLennan (NYSE: MRSH).
A day in the life.
As our Select Business Unit Client Advisor, you'll be responsible for client retention and service by providing professional insurance advice and consultation services.
Responsible for reviewing individual client insurance program(s) and proposing additional coverages & limits for client consideration.
Accountable for managing a book of business with clients that average up to $15,000.00 in revenue.
Perform various service functions on assigned accounts that include but are not limited to:
- Prepare new & renewal policies.
- Prepare applications & submissions; loss run reports.
- Responsible for managing client renewal process within defined guidelines.
- Responsible for ensuring certificate templates are accurate & up to date.
- Issue binders, endorsements, auto ID cards & schedules of insurance.
- Maintain client records in Sagitta & ImageRight systems.
- Thorough knowledge of business insurance policy contracts/coverages and processes for multiple insurance carriers.
- Develop a comprehensive network within & outside of the company to assist with decision making.
- Be available to mentor less experienced agency employees.
Our future colleague.
We’d love to meet you if your professional track record includes these skills:
Current Florida 2-20 License
Two years commercial insurance related experience and/or training.
Possess skills necessary to communicate with clients, carriers and prospects concerning commercial lines of coverage.
Intermediate knowledge of Microsoft Outlook, Excel and Word.
Ability to maintain and organize electronic files on the company document management system.
Ability to exercise independent judgment & sound problem solving skills.
Effective analytical skills and ability to manage multiple tasks.
Valuable benefits.
We value and respect the impact our colleagues make every day both inside and outside of work. Our culture promotes colleague well-being through robust benefits programs and resources, professional and personal development opportunities, and fulfillment through meaningful work.
Some benefits included in this role are:
- Generous time off, including personal and volunteering
- Tuition reimbursement and professional development opportunities
- Hybrid work
- Charitable contribution match programs
- Stock purchase opportunities
To learn more about a career at MMA, check us out our website or flip through recruiting brochure .
Follow us on social media to meet our colleagues and see what makes us tick:
X
Who you are is who we are.
We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. We are always seeking those with ethics, talent, and ambition who are interested in joining our client-focused teams.
Marsh McLennan and its affiliates are EOE Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers.
#MMABI