Employee Health & Benefits Advisor

Company:

Marsh McLennan Agency

Description:

• Position Overview
• Employee Health & Benefits 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 McLennan Agency can partner with prospects on their insurance needs

Partner with internal Client 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:

High School Diploma

3+ years of insurance experience or the ability to learn and validate salary within 3 years

Licensed in Arizona Life, Health and Disability

Ability to network and create sales leads

Ability to influence and close prospecting opportunities

Proven track record of being self motivated and a self starter

Ability to analyze and interpret quotes and plan designs

Ability to effectively communicate, both written and verbally, with internal and external parties

Excellent time management, organizational and multi-tasking skills with high attention to detail

Ability to build and maintain effective relationships with carriers, peers and clients

Ability to work independently and in cross-functional teams

Working knowledge of Microsoft Office Products (Outlook, Word, Excel, Power Point)

Preferred:

Dual License in Arizona Property/Casualty

Bachelors degree in related discipline

Continuing education such as RHU, REBC, CEBS, or CBP

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