Client Advisor

Company:

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 Business Insurance Client Advisor at Marsh Agency.

Marsh Agency helps people and organizations manage risk and prepare for the future through insurance, benefits, retirement, and wealth management strategies. We believe in hands-on proactive service, data-driven insights, and understanding how global events can impact local decisions. As a trusted partner, we show our clients what’s possible and guide them during every step of their journey.

A day in the life.

As our Client Advisor on the Business Insurance team, you’ll

· Manage Renewal Process

· Provide insurance advice pertaining to technical aspects and service support of new and renewal business including maintaining client retention of existing accounts

· Communication/Client Service (internal & external clients)

· Master Sagitta Agency Management System and document management system

· Mentor associates

· Problem solving including abstract reasoning

· Manage client accounts receivables/payables

· Time management and organization

· Professional Growth and Development

Our future colleague.

We’d love to meet you if your professional track record includes these skills:

· High school diploma or equivalent

· Active and Current Florida 2-20 insurance license

· 5 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

These additional qualifications are a plus, but not required to apply:

· Bachelor’s degree or higher

· Experience with Sagitta and/or ImageRight

We know there are excellent candidates who might not check all of these boxes. Don’t be shy. If you’re close, we’d be very interested in meeting you.

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 Marsh Agency, check us out on our website at http://marshmma.com/careers or flip through our recruiting brochure at https://www.flipsnack.com/BB9CD8DD75E/your-future-is-limitless.

Follow us on social media to meet our colleagues and see what makes us tick:

· Instagram

· Facebook

· X

· LinkedIn

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 is committed to providing an inclusive work environment. We aim to attract and retain the best, most qualified people and value colleagues of all backgrounds, without regard to age, background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, veteran status (including protected veterans), or any other characteristic protected by applicable law.

Marsh and its affiliates are EOE Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers.

If you require an accommodation during the application or interview process, please let us know by contacting [email protected].