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Marsh McLennan

Business Insurance Advisor

Marsh McLennan

. Negotiate, sell, and manage relationships with new and existing clients .

Posted 11/4/2026full-timeScottsdale • Arizona • United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit
Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in client relationship management, insurance account negotiation, and financial oversight. Proficient in maintaining compliance with policies while delivering exceptional customer service and technical support.

Highest-signal resume keywords
Active Property & Casualty LicenseActive Life & Health LicenseBachelor's DegreeFinancial AptitudeMicrosoft Office 365 Proficiency

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Soft Skills
Exceptional Customer ServiceInterpersonal Skills
Certifications & Qualifications
Property & Casualty LicenseLife & Health License
Industry Keywords
Insurance AccountsClient RelationshipsAccount ReceivablesRenewal MarketingClaims Reviews

About the role

Key responsibilities & impact
  • Negotiate, sell, and manage relationships with new and existing clients
  • Manage the fiscal responsibility of insurance accounts
  • Connect with prospective clients through community and business associations
  • Identify insurance needs and partnership opportunities with prospective clients
  • Partner with Account Executives and support teams to strategically identify and market new accounts
  • Retain existing accounts while meeting annual new-account production standards
  • Manage account receivables
  • Obtain and/or assign information needed to begin the renewal marketing process
  • Stay current on existing-account insurance coverages to maintain credibility and provide technical support
  • Establish regular client visits to review coverages, contracts, coordinate claims reviews, and conduct other meetings
  • Conduct business in accordance with established policies and procedures
  • Attend onsite and offsite client meetings as necessary
  • Perform other duties as assigned

Requirements

What you’ll need
  • 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