Client Advisor, Business Insurance

Marsh McLennan

Client Advisor in Business Insurance at Marsh McLennan Agency, managing client relationships and providing insurance solutions. Collaborating with internal teams for risk management and professional insurance services.

Posted 4/17/2026full-timeSaddle Brook • New York • 🇺🇸 United StatesMid-LevelSenior💰 $64,700 - $120,400 per yearWebsite

About the role

Key responsibilities & impact

Utilize exceptional client servicing skills to maintain and expand client relationships
Provide professional insurance services by coordinating with Producers, Underwriters, Service Team members, and other departments
Provide coverage analysis and risk management recommendations
Complete applications and prepare submissions
Negotiate coverage and pricing with carriers
Prepare proposals according to agency standards
Resolve issues related to billing and make policy changes as needed
Respond to policy coverage related questions in a timely and professional manner
Prepare exposure comparison, premium comparisons, renewal reviews, and renewal proposals
Participate in continuing education to maintain a P&C license and stay current with regulations

Requirements

What you’ll need

5+ years relevant insurance brokerage experience
Active Property & Casualty license
Experience in managing assigned accounts through the client life cycle, including the renewal process
Solid coverage, underwriting and risk management knowledge
Strong analytical and problem-solving skills
High level of proficiency with Microsoft Office products, including Word, Excel and PowerPoint as well as agency management systems and web browser software
Exceptional time management and organization skills and demonstrated ability to manage multiple priorities efficiently

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

ATS Keywords

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Applicant Tracking System Keywords

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

Hard Skills & Tools

coverage analysisrisk managementnegotiationbilling resolutionpolicy changespremium comparisonsrenewal reviewsaccount managementunderwriting knowledgeanalytical skills

Soft Skills

client servicingproblem-solvingtime managementorganizationcommunicationinterpersonal skillsmulti-tasking

Certifications

Property & Casualty license