Business Insurance Advisor

Company:

Marsh McLennan Agency

Description:

• Position Overview
• Business Insurance Advisors are responsible for negotiating, selling and managing relationships with new and existing clients. In addition, Advisors are fiscally responsible for each of their insurance accounts and are sales focused not day-to-day service focused.

Principal Duties and Responsibilities

Involved in the community and business situations in order to become connected with prospective clients through association

Work with prospective clients to identify ways in which Marsh Agency can partner with prospects on their insurance needs

Partner with internal Account Executives and other support teams to strategically identity and market new accounts to meet the best interests and needs of the prospect

Responsible for retaining existing accounts while meeting new account productions standards each year

Responsible for account receivables

Responsible for obtaining and/or assigning the collection of information needed for the renewal marketing process to begin

Accountable for staying current on the insurance coverages of existing accounts as a means of maintaining credibility with and offering technical support to the client

Establish a regular schedule for client visits to review coverages, contracts, coordinate claims review and other various meetings

Conduct all business in accordance with established policies and procedures

Attend onsite and offsite client meetings as necessary

Other duties as assigned

• Knowledge, Skills and Abilities
• Required:

Exceptional customer service and interpersonal skills

Active Property & Casualty or Life & Health License, or ability to obtain within 90 days of employment, required

Bachelor's Degree, required

Strong financial aptitude

Proficiency in Microsoft Office 365

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