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Client Advisor
Marsh McLennan. Manage a high-profile, complex book of business generating substantial revenue .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in account management within the insurance industry, focusing on client retention, communication, and service support. Proficient in managing complex client accounts and mentoring team members while utilizing the Sagitta Agency Management System.
Highest-signal resume keywords
Florida 2-20 Insurance LicenseAccount Management ExperienceClient Retention StrategiesMicrosoft Office ProficiencySupervisory Experience
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Account ManagementInsurance TerminologyClient Accounts ReceivablesClient Accounts PayablesInsurance Products Knowledge
Soft Skills
Customer Service SkillsClear CommunicationProblem SolvingTime ManagementOrganizational Skills
Tools & Technologies
Sagitta Agency Management SystemDocument Management System
Certifications & Qualifications
Florida 2-20 Insurance License
Industry Keywords
Insurance AgencyClient ServiceRenewal ProcessProfessional GrowthMentoring
About the role
Key responsibilities & impact- Manage a high-profile, complex book of business generating substantial revenue
- Manage the renewal process
- Provide insurance advice on technical aspects and service support for new and renewal business
- Maintain client retention of existing accounts
- Serve internal and external clients through communication and client service
- Master Sagitta Agency Management System and document management system
- Mentor associates
- Solve problems using abstract reasoning
- Manage client accounts receivables/payables
- Apply time management and organization
- Pursue professional growth and development
Requirements
What you’ll need- 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
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
- Professional and personal development opportunities
- Meaningful work