Client Advisor

Marsh McLennan

Business Insurance Account Manager at Marsh McLennan Agency handling a complex book of business with insurance advice and client communication responsibilities. Ensuring client retention and managing accounts for high revenue.

Posted 6/26/2026full-timeClearwater • Florida • 🇺🇸 United StatesMid-LevelSeniorWebsite

About the role

Key responsibilities & impact

Manage Renewal Process
Provide insurance advice pertaining to technical aspects and service support of new and renewal business including maintaining client retention of existing accounts
Communication/Client Service (internal & external clients)
Master Sagitta Agency Management System and document management system
Mentor associates
Problem solving including abstract reasoning
Client claims management
Manage client accounts receivables/payables
Time management and organization

Requirements

What you’ll need

Current 2-20 license
Extensive knowledge of business insurance policy contracts/coverages
Extensive understanding of the regulatory, legislative, and legal issues surrounding critical commercial situations, including understanding of marketplace and market conditions
Working knowledge of Sagitta Agency Management System, or willingness to learn

Benefits

Comp & perks

Generous time off, including personal and volunteering
Health Insurance
401k
Professional development opportunities
Hybrid work
Six week paid parental leave for the birth or adoption of a child
Charitable contribution match programs
Stock purchase opportunities

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

insurance policy contractsclient claims managementaccounts receivablesaccounts payablesproblem solvingabstract reasoningtime managementorganization

Soft Skills

communicationclient servicementoring

Certifications

2-20 license