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Business Unit Client Advisor
Marsh McLennan. Provide client retention and service through professional insurance advice and consultation .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in commercial insurance, including policy contracts, coverages, and processes, while effectively managing client relationships and retention strategies. Proficient in utilizing document management systems and maintaining accurate client records to support decision-making.
Highest-signal resume keywords
Florida 2-20 LicenseCommercial Insurance ExperienceClient Relationship ManagementAnalytical SkillsMicrosoft Office Proficiency
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Insurance Policy PreparationClient Renewal ManagementCoverage Proposal DevelopmentLoss Run Report PreparationDocument Management System Proficiency
Soft Skills
Effective CommunicationProblem-Solving SkillsMentoring AbilitiesOrganizational Skills
Tools & Technologies
SagittaImageRightMicrosoft OutlookMicrosoft ExcelMicrosoft Word
Certifications & Qualifications
Florida 2-20 License
Industry Keywords
Commercial Lines CoverageClient RetentionInsurance ConsultationInsurance CarriersBusiness Insurance
About the role
Key responsibilities & impact- Provide client retention and service through professional insurance advice and consultation
- Review individual client insurance programs and propose additional coverages and limits
- Manage a book of business with clients averaging up to $15,000 in revenue
- Prepare new and renewal policies
- Prepare applications, submissions and loss run reports
- Manage the client renewal process within defined guidelines
- Ensure certificate templates are accurate and up to date
- Issue binders, endorsements, auto ID cards and schedules of insurance
- Maintain client records in Sagitta and ImageRight
- Develop a comprehensive internal and external network to support decision-making
- Mentor less experienced agency employees
Requirements
What you’ll need- Current Florida 2-20 License
- Two years commercial insurance related experience and/or training
- 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 and sound problem-solving skills
- Effective analytical skills and ability to manage multiple tasks
- Thorough knowledge of business insurance policy contracts, coverages and processes for multiple insurance carriers
Benefits
Comp & perks- Generous time off, including personal and volunteering
- Tuition reimbursement and professional development opportunities
- Hybrid work
- Charitable contribution match programs
- Stock purchase opportunities
- Robust benefits programs and resources supporting colleague well-being